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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 50 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.
The Business Development Analyst (BDA) is a member of the USFIG team supporting our hedge fund distribution efforts. This individual will work closely with the Client Portfolio Managers to support the sales and growth of our distribution efforts. The Business Development Analyst is a motivated sales professional responsible for raising and retaining assets within a geographic territory by making proactive phone calls to financial advisors to generate sales across our alternative investment platform. The BDA works as part of a team, including external sales professionals and other internal sales partners. We are seeking energetic, self-driven and ambitious candidates with exceptional communication skills, deep product knowledge and a desire to learn in a highly intellectual, fast-paced, collaborative environment.
RESPONSIBILITIES Specific responsibilities include the following:
Partner with and support Client Portfolio Managers (CPM) to proactively engage and deepen relationships with US wealth management financial advisors and distributor home offices
Work in partnership with CPM to expand and discover new business opportunities
Generate high levels of prospecting activity including, but not limited to, proactive outbound phone activity, networking, and new business development in order to uncover/expand relationships with existing and new clients in the US wealth management channel to drive sales and growth
Proactive servicing including follow-up after CPM meetings, provide additional product level detail, obtain feedback on the meeting, and inquire about additional needs
Assist in the coordination and planning of meetings, seminars, conferences, and conference calls involving sales team
Partner with Wellington Alternatives Investments, Relationship Management, Product Management, and Marketing to produce and distribute relevant content in an effort to drive business activity
Provide internal updates on field observations from financial advisors, including product trends, best practices, and opportunities for impact
Assist with territory analysis and management
Marketing/Sales Tracking and Coordination:
Gather, maintain, and analyze sales data for focus distributors to identify opportunities where we should provide targeted support; work closely with CPM to develop and execute plan
QUALIFICATIONS We seek the following professional and personal qualifications:
Deep and broad knowledge of the global capital markets, investment styles, and instruments
Strong written and oral communication skills
Solid relationship building skills
Strong presentation skills
Sound business judgment
Strong analytical/problem solving skills
Self-starter, able to work independently and as part of team
Experience with Salesforce and Excel
Ability to work effectively within team environment and a willingness to "pitch in" when necessary
Ability to multi-task under tight deadlines; exhibit grace under pressure
Understanding of US wealth management channel, alternatives investments and private placement distribution is a plus
Proven history of successful outbound phone sales activity is a plus
Series 7 and 63 licenses or willingness to obtain within 3 months
MBA and/or CFA designation or equivalent advance degree preferred (or progress towards)
JOB TITLE Business Development Analyst
JOB FAMILY Business Development
LOCATION 280 Congress
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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. 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 Wellington@icareerhelp.com .
Internal Number: 5857369
About Wellington Management Company, LLP
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