Consultant Relations Manager - West

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.

We are currently seeking a Consultant Relations Manager to join Wellington’s Global Consultant Relations team, with a focus on relationships in the Western region of the U.S. While we anticipate this role being based in our San Francisco office, we will also consider candidates based in our Chicago office or working remotely. Within this sizable and important region, this individual will be responsible for developing and executing strategic engagement and growth plans with key firms across the institutional consultant and OCIO landscape.

The role will focus on managing and expanding relationships with manager researchers, field consultants, and OCIO decision makers, strengthening awareness of Wellington Management’s investment expertise and building conviction in the firm’s range of traditional and alternative investment capabilities.

Engagement should be guided by a clear understanding of mutually beneficial outcomes and a demonstrated ability to identify and advance new growth opportunities. The position requires a strong understanding of the institutional consulting and OCIO landscape, including manager research processes, discretionary portfolio construction, vehicle types, and institutional client governance frameworks. The Consultant Relations Manager will cultivate partnerships with internal colleagues to develop and execute strategic business plans that support the firm’s sales, placement, and retention objectives.

• Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms.
• Serve as primary contact for key organizations with a presence in the Western region of the US, building multi-level relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers.
• Contribute to building conviction in Wellington’s strategies; clearly articulate their differentiated outcomes, role in a portfolio, and implementation considerations.
• Develop deep knowledge of each organization’s business strategy, client base, portfolio construction approach, decision-making process, and manager evaluation framework.
• Operate collaboratively within a team-based coverage model, working alongside other Consultant Relations Managers and internal partners to cover complex organizations operating across channels and regions.
• Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues to coordinate coverage and position Wellington’s traditional and alternative investment capabilities.
• Activate negotiation and creative problem-solving skills to establish new pathways for growth with strategically important consultants and advisory businesses.
• Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.
• Translate research support and strong relationships into tangible outcomes, including searches, platform placements, recommendations, new mandates, and client retention.
• Provide structured market feedback and competitive intelligence to internal teams and represent Wellington…