Teams at Wellington Management

Supports investment teams by monitoring transactions and holdings for compliance with client guidelines and regulatory requirements. Reviews investment management agreements, evaluates client guidelines, maintains the Sentinel monitoring system, provides real-time pre-trade support, resolves post-trade exceptions, and collaborates with relationship, product management, and portfolio management teams.

Drives commercial growth across insurance and sub-advisory relationships by developing executive-level clients, originating new mandates, expanding existing business, and executing strategic account plans. Leads commercial discussions and negotiations, monitors insurance market trends, coordinates cross-functional engagement across investments, product, legal, compliance, operations, and distribution, and strengthens Wellington’s strategic partnerships and assets under management.

Manage strategic insurance and sub-advisory client relationships, serving as a primary client contact and coordinating governance, reporting, deliverables, and issue resolution. Partner with Investments, Product, Operations, Legal, and Compliance teams to ensure service quality and accountability. Support client retention, strategic account planning, and partnership growth while maintaining visibility into client priorities and timelines. The role also contributes to relationship-management processes and development of junior team members.