Associate Relationship Manager – US Wealth

🕒 March 27

🏢🏡 Boston – Hybrid

💵 $90k - $180k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Wellington Management

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1933

💸 Finance

Finance • Investing • Asset Management

Wellington Management is one of the world’s leading independent asset managers, founded in 1928 and headquartered in Boston. The firm manages over USD 1 trillion in client assets and provides a range of investment solutions across multiple asset classes, including equity, fixed income, alternatives, and private investments. With a collaborative culture that prioritizes innovation and accountability to clients, Wellington combines deep research resources with independent portfolio teams to deliver integrated investment strategies.

📋 Description

• Partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the wealth channel in the US • Support the Relationship Manager as the primary internal and external point of contact • Meet clients’ servicing needs while deepening relationships through proactive engagement • Work closely with subject matter experts to uncover and onboard new client accounts • Facilitate client meetings and act as a proxy to Relationship Manager as required

🎯 Requirements

• 6-10 years of experience within the investment industry • Deep understanding of the US wealth investment landscape • Ability to build and nurture client relationships • Strong collaboration skills across teams • Flexibility to continue learning and evolving • Strong work ethic and attention to detail • Strategic and tactical thinker

🏖️ Benefits

• retirement plan • health and wellbeing • dental coverage • vision coverage • pharmacy coverage • health savings account • flexible spending accounts • commuter program • employee assistance program • life and disability insurance • adoption assistance • back-up childcare • tuition/CFA reimbursement • paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)