Relationship Manager, Sub-Advisory (London / Frankfurt)

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1.2 trillion in assets under management as of 31 December 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity, because we believe multiple perspectives lead to more informed investment and business decisions.

ROLE & RESPONSIBILITIES

We are currently seeking to recruit an experienced Relationship Manager to join the EMEA Wealth team, based in either London or Frankfurt. The successful candidate will play a key role, in partnership with Business Development Manager colleagues, in managing relationships with some of our most important European and Global Wealth sub-advisory clients, driving the relationship management needs, and delivering exceptional service. Primary responsibilities will include:

• Independently and proactively leading engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise, and hosting client meetings;
• Cultivating and executing on cross sell opportunities;
• Partnering with Business Development Managers on shared accounts, analyzing performance data, investment characteristics, and risk profiles of client portfolios, and attending portfolio reviews and defence meetings;
• Serving as a central point of contact internally and externally to ensure that client servicing needs are met;
• Preparing for, leading, and providing follow-up on, client meetings and inquiries;
• Building and demonstrating a deep understanding of the industry / market / channel in which their clients operate;
• Understanding how each client’s overall objectives influence their investment and servicing requirements;
• Demonstrating in-depth knowledge of, and appreciation for, the client marketplace, including regulatory, accounting, tax, and asset allocation considerations;
• Managing client expectations, balancing the interests of both clients and the firm;
• Developing team members by identifying and carving out opportunities for less experienced colleagues to work independently;
• Working closely with subject matter experts firmwide to onboard new client accounts;
• Partnering with other functional areas to address client issues, concerns, and opportunities;
• Liaising with clients and internal parties to ensure compliance with applicable regulations;
• Identifying opportunities to create efficiencies, and assisting in internal initiatives to implement recommendations.

QUALIFICATIONS / CHARACTERISTICS

The successful candidate is likely to have:

• A strong academic background, ideally including a relevant professional qualification (e.g. CFA) or progress towards one;
• 7+ years of relevant professional experience, including a proven track record of successfully building and managing relationships with clients. Experience of the Wealth / Sub-Advisory channel would be advantageous;
• Expertise in managing a large territory, and the ability and willingness to travel;
• Excellent communication and presentation skills, with an ability to influence others;
• An innovative and growth mindset;
• An ability to operate calmly under pressure;
• Demonstrable leadership skills, and team development experience;
• Fluency in English is required. Fluency in a second European language would be highly advantageous;
• Proficiency in Salesforce, Excel and Outlook.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

This is an SMCR certified persons role (UK only). Please note that we are only able to respond to successful applicants. Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.