Investment Consultant Relations Manager

4 weeks ago

London, Greater London, United Kingdom Wellington Management Company, LLP Full time
About Us

Wellington Management Company, LLP is a leading independent investment management firm with a global presence. Our comprehensive investment solutions cater to the unique needs of institutional clients across 60 countries. We leverage a robust body of proprietary research and a collaborative culture to deliver innovative investment strategies. As a private partnership, our ownership structure fosters a long-term view that aligns our interests with those of our clients.

About the Role

We are seeking a Consultant Relations Manager to join our Client Group in London. The successful candidate will play a key role in developing and managing relationships with the global consultant community, with a focus on top-tier investment consulting firms in the UK and APAC. The Consultant Relations team is critical in building recognition of Wellington Management's investment expertise, driving inclusion in investment manager searches, and improving client retention. The position requires the ability to develop effective relationships with research and field consultants, as well as internal groups within Wellington Management.

Primary responsibilities of this role include:

* Leading engagements across all levels of consultant organizations, including research staff, asset allocation, OCIO portfolio managers, senior leadership, and field consulting teams;
* Employing top-to-bottom organizational engagement to retain and grow consultant ratings for key Wellington products;
* Developing and implementing business strategies to maximize revenue growth and retention, working closely with our Business Development and Relationship Management teams;
* Orchestrating consultant-specific product rollouts, marketing strategy initiatives, and special projects;
* Implementing field consultant engagement plans that include brand building, value-added activity with Wellington subject matter experts, and regular one-to-one engagement with senior field consultants;
* Obtaining and acting on regular feedback from consultants regarding the firm, our capabilities, strategies, and industry trends;
* Demonstrating inclusive leadership and developing team members by identifying and carving out opportunities for the team to work independently;
* Being accountable for end-to-end results, including net client growth, new ratings, and high levels of quality activity.

Qualifications

The successful candidate is likely to have:

* A strong academic background, ideally including a relevant professional qualification (e.g., CFA) or progress towards one;
* 10+ years of relevant professional experience, including a proven track record of successfully building and managing relationships within the investment consulting community;
* Expertise in managing a large territory and the ability and willingness to travel extensively;
* Excellent communication and presentation skills, with an ability to influence others;
* An innovative and growth mindset;
* Proficiency in Salesforce, Excel, and Outlook.

We are an equal opportunity employer and welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

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