Solutions Director - Americas Institutional & Global Multi-Asset Lead
Listed on 2026-07-04
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Sales
Business Development, B2B Sales, Client Relationship Manager
About the Role
Wellington is seeking a senior commercial leader to focus on two key areas. The primary focus is to help drive the growth and strategic positioning of the firm's Multi‑Asset Solutions business globally. The second is to support the broader commercialization of Wellington's Solutions platform across Multi‑Asset, Quantitative Investment Group (QIG), Equity Solutions, and public/private capabilities within the Americas Institutional client segment.
The role combines strategic leadership responsibilities with hands‑on client engagement.
This individual will partner closely with investment line management and senior investment leaders to help define and execute Wellington’s global multi‑asset solutions go‑to‑market strategy, while coordinating closely with existing regional and channel‑based solutions teams across institutional and wealth businesses. The successful candidate will bring deep multi‑asset expertise, including public/private experience, strong commercial instincts, and extensive experience competing within the institutional solutions marketplace against established OCIO providers and open‑architecture models.
In parallel with the strategic multi‑asset leadership mandate, the role serves as a senior commercial representative for the broader Solutions platform within the Americas Institutional channel, promoting Wellington’s full solutions capabilities and connecting clients with investment expertise across Multi‑Asset, QIG, Equity Solutions, and related offerings.
Key Responsibilities- Partner with investment line management to define and execute Wellington’s global Multi‑Asset Solutions commercial strategy, including differentiation and competitive positioning against OCIO providers, consultants, and open‑architecture solution models.
- Serve as a senior commercial leader for the Multi‑Asset Solutions business globally, helping align commercialization efforts across regions, client channels, and investment teams.
- Take a direct, hands‑on commercial leadership role for Multi‑Asset Solutions opportunities in partnership with product specialists, including originating, shaping, and advancing strategic institutional pursuits.
- Lead commercialization efforts for Multi‑Asset Solutions within the Americas Institutional channel and promote the broader Wellington Solutions platform across QIG, Equity Solutions, and related capabilities.
- Work closely with regional and channel‑based solutions teams to improve coordination, consistency of messaging, and commercial effectiveness for Multi‑Asset Solutions.
- Establish strong partnerships with institutional business developers to broaden awareness and adoption of Wellington’s solutions across institutional clients.
- Partner with other product strategists to identify, advance, and transition commercial opportunities related to QIG and Equity Solutions.
- Engage directly with institutional investors, consultants, and prospects to present Wellington’s investment and solutions capabilities, uncover client challenges, and develop strategic investment dialogue.
- Act as a senior commercial bridge between investment teams and distribution teams, ensuring complex investment capabilities are translated into clear, compelling, and differentiated client solutions.
- Maintain deep awareness of institutional market trends, competitor positioning, consultant dynamics, and evolving client demands to inform commercial priorities and strategic positioning.
- Minimum of 15 years of industry experience, predominantly in senior commercialization or multi‑asset solutions business development roles at a leading global investment organization.
- Demonstrated success commercializing multi‑asset solutions with institutional investors and consultants, including public/private experience.
- Deep understanding of institutional portfolio construction, asset allocation, OCIO models, and public/private investment solutions.
- Strong technical investment knowledge across multi‑asset, quantitative, and equity solutions—emphasis on the former.
- Exceptional communication, presentation, and relationship‑management skills.
- Proven ability to influence senior stakeholders internally…
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