Solutions Director - Americas Institutional & Global Multi-Asset Lead
About the role
Wellington is seeking a senior commercial leader to focus on two key areas: driving the growth and strategic positioning of the firm’s Multi-Asset Solutions business globally, and supporting 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.
Responsibilities
Partner with investment line management to define and execute Wellington’s global Multi-Asset Solutions commercial strategy, including determining where and how the firm can differentiate and win against established 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 more direct and hands-on commercial leadership role for Multi-Asset Solutions opportunities in partnership with our product specialists, including helping originate, shape, and advance strategic institutional pursuits.
Lead commercialization efforts for Multi-Asset Solutions within the Americas Institutional channel, while also promoting the broader Wellington Solutions platform across QIG, Equity Solutions, and related capabilities.
Closely work with existing regional and channel-based solutions teams across institutional and wealth businesses 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 capabilities across institutional clients.
Partner closely with other product strategists to identify, advance, and appropriately transition commercial opportunities related to QIG and Equity Solutions capabilities.
Engage directly with institutional investors, consultants, and prospects to present Wellington’s investment and solutions capabilities, uncover client challenges, and develop strategic investment dialogue.
Partner closely with investment teams and distribution teams to ensure 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 help inform commercial priorities and strategic positioning.
Qualifications
Minimum of 15 years of industry experience, with the majority spent 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 - with strong emphasis on the former.
Exceptional communication, presentation, and relationship management skills.
Prominent ability to influence senior stakeholders internally and externally and operate effectively within highly collaborative environments.
Strong commercial instincts, strategic thinking capability, and credibility within the institutional multi-asset marketplace.
This role is ideally based in Boston. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diverse workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.