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About Us

**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

Position

The Advisor Education Marketing Strategist will bring a unique set of skills and experiences including developing investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio construction. The individual in this role will bring an important perspective about the type of education that financial advisors need to appropriately integrate institutional-caliber solutions such as privates, multi-strategy funds, hedge funds, and other products into HNW client portfolios. The candidate will understand the importance of advisor education in effectively positioning an asset manager as a partner of choice.

Responsibilities

Specific responsibilities include but are not limited to:

+ Setting the long-term advisor education strategy for Wellington’s US Wealth line of business and overseeing its ongoing execution. This includes:

+ Defining the roadmap, market positioning and KPIs;

+ Establishing long-term content plan including defining the Continuing Education (CE) and accreditation approach;

+ Developing Wellington’s advisor education program for the US Wealth channel; and

+ Overseeing its implementation and managing it to a mature, predictable, repeatable operating model.

+ Developing ongoing education programs that help advisors build better, stronger portfolios creating a curriculum in subject areas such as asset classes, products, market dynamics, asset allocation, and other elements.

+ Managing internal and external partners and consultants globally, including partners from: marketing, distribution, investment management, technology, design, UX, product management and development, and marketing compliance.

+ Incorporating practices such as competitive intelligence, target audience definition, and market positioning into the development of advisor education.

+ Partnering with global marketing and distribution colleagues to support Wellington’s investment capabilities

Qualifications

Specific qualifications include:

+ 10+ of investment marketing or product management experience within the US intermediary and wealth channel, including experience marketing to home offices and financial advisors.

+ Experience developing value add programs; experience with value-add programs concentrating on portfolio construction is preferred.

+ Strong technical product and investment knowledge; multi-asset experience is preferred.

+ Proven ability to tell compelling ‘stories’ through content that will engage a variety of audiences; an eye for data visualization will be favored.

+ Familiarity of the regulatory and legislative landscape

+ Ability to create content and drive advisor education program agenda.

+ Excellent project management/organizational skills, including the ability to multitask, be consistently responsive, and manage changing priorities while meeting often strict deadlines

+ Strong program management capabilities. Ability to manage cross-functional teams with matrixed reporting relationships.

+ Entrepreneurial mindset and intellectual curiosity

+ Strong written and oral communication and presentation skills

+ Strong collaboration skills and ability to engage with multiple stakeholders and quickly build relationships.

+ Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams, and external vendors.

+ Grace under pressure; ability to adapt, “roll up sleeves” and get things done

+ Sense of humor and passion for working in a creative and collaborative environment

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 diversified 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_ _r_ _ace, 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_ _._ _If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at_ [email protected]_ _._

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 100,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. 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. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)