Relationship Manager

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.

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.

About the Role

**Responsibilities**:
We are seeking an experienced Relationship Manager to drive the relationship management and new business needs of our institutional clients in the Australia and NZ markets. He / she will be responsible for servicing and expanding existing relationships, in addition to developing new business with prospects. To fulfill these responsibilities, the Relationship Manager works in partnership with investment, client services, marketing, legal, operations, and other professionals at Wellington Management to identify client issues and effect solutions, and to develop and maintain client trust, confidence, and overall satisfaction with the firm’s services. The role will be based in Sydney.

Role

The role of the Relationship Manager is a hybrid role across both business development and relationship management, which includes the following responsibilities:

- Serve as a primary senior point of contact for a range of Wellington Management’s institutional client relationships in Australia and New Zealand, plus drive new business development for a range of prospects in this channel
- Demonstrate in-depth knowledge regarding capital markets and investment management capabilities across global equities, global fixed income, multi-asset and alternative solutions;
- Demonstrate excellent communication skills, both verbal and written;
- Customize our approach to providing each client and prospect access to a broad range of Wellington Management’s resources and investment capabilities
- Seek opportunities to expand client and prospect relationships through leadership in new business discussions
- Provide direction to Relationship Analysts on client and prospect-related and other matters; proactively seek to involve the Relationship Analysts in external activity and generally contribute to their professional development
- Successfully balance the needs of each client and prospect with the capabilities and resources of our organization; act as an advocate for the clients within our organization and for the organization with each client and prospect
- Generally contribute to the management of the business, by participating in projects, committees, and informal groups, and initiating consideration of issues germane to one’s role and function

**Qualifications**:
The individual should have a minimum of ten years of experience within the investment industry and have a solid understanding of the needs of institutional investors. The individual should possess deep investment knowledge of the capital markets with the ability to communicate market insights to clients and prospects, and represent equity, fixed income, and alternative portfolios.

The Relationship Management position requires exceptional teamwork and collaboration skills. A successful Relationship Manager will need to develop strong working relationships across our firm to best bring the resources of our firm to bear on specific client problems.

In addition, a Relationship Manager should be capable of managing a large number of clients, many with multiple asset management assignments with our firm.
- As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to _
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- ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic_
- protected by applicable law_
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