Client Integration Manager

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 The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US $1 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.

As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. 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. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
Position The Client Integration (CI) Manager position operates within Client Transition Services (CTS) and the broader Global Operations function and is responsible for overseeing the planning, coordination and oversight of various client and fund lifecycle events as well as transition and operational related events for Wellington’s sponsored fund ranges. They will oversee the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes through effective project management, with an emphasis on operational risk and control environment.

The CI Manager will work closely with other teams across the infrastructure, investment, and client platforms to ensure a well-executed and risk managed transition event. A substantial amount of time will be devoted to both internal cross functional co-ordination and external communication with clients, transition managers, custodian banks, third party accounting agents, outsourcing providers, and vendors.

The CI Manager would engage the organization appropriately to overseeing the planning, coordination and oversight of various client and fund lifecycle events, ensuring that all appropriate parties and functional groups are informed, involved, and engaged in the transition process. This includes the evaluation of the complexity, special requirements, and risks associated with each event, while also considering ongoing servicing requirements. Each event may require multiple adjustments to strategy and execution, depending on client needs and internal business policies and standards.

The CI Manager is expected to have 10+ years in the investment management industry. Characteristics for success in the role include:

• Broad knowledge of the investment processes and operational topics, including various investment strategies, custody operations, fund administration/accounting, and deep securities knowledge (including derivatives) and operational infrastructure and security life cycles
• Excellent organizational, project planning and execution skills including the ability to prioritize and multi-task under time constraints
• Able to take leadership role for client events, and operational issues bringing parties to a consensus
• Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions
• Strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
• Exceptional communication skills and ability to thrive in a team environment
• Ability to develop and maintain professional relationships with clients, other functions, and other offices.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a…