Business Development Manager - West

About the role

Wellington Management is a comprehensive investment management firm with over $1.3 trillion in assets under management globally. The Americas Institutional Group (AIG) is seeking a Business Development Manager for the Western U.S. market. This role focuses on developing new business opportunities and asset growth for institutional clients and consultants.

Key Responsibilities

• Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
• Originate, manage, and convert new business opportunities by aligning client needs with Wellington’s investment capabilities.
• Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
• Represent Wellington’s long-term investment philosophy through a consultative, content-led approach.
• Partner closely with internal teams such as Relationship Management, Consultant Relations, Product Management, and Portfolio Management to deliver coordinated, high-quality client and prospect coverage across the region.
• Align client objectives with Wellington’s full range of investment capabilities across public and private markets, including both existing and customized solutions.

Essential Skills

• Proven track record of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies.
• A strategic, consultative approach with the ability to influence senior decision-makers and translate complex investment capabilities into client-relevant solutions.
• Strong collaborative skills and effectiveness in a matrixed environment, partnering across client, product, infrastructure, and investment teams.
• Intellectual curiosity, adaptability, and a growth mindset, with awareness of evolving market dynamics and client needs.

Qualifications

• Minimum 10 years of experience within the investment industry.
• Extensive leadership experience working with clients and related investment portfolios of institutional investors.
• Independence of thought, intellectual curiosity, and an entrepreneurial nature.
• Established credibility and commerciality with generating new business opportunities and managing relationships.
• Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm.
• Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver.
• Ideally based in Wellington’s San Francisco office.
• Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required.
• Series 7 and 63 licenses required.