About the Role

Wellington Management is seeking an Executive Assistant to serve as a strategic administrative partner to a group of Strategists who play a central role in the firm's client engagement efforts. This role offers meaningful exposure to the business and the firm's client-facing work. It's a strong fit for someone who wants to be close to the action and takes real ownership in helping the people they support succeed.

The Executive Assistant will be deeply embedded in the rhythm of the Strategist group, managing complex and dynamic travel, driving the administrative execution of high-profile presentations and speaking engagements, and ensuring seamless coordination across internal and external commitments. The ideal candidate brings a strong sense of ownership, an anticipatory mindset, and takes pride in enabling leaders to show up prepared and focused.

Serving as a trusted partner to their stakeholders, this individual will build strong working relationships across the firm, navigate competing priorities with discretion and professionalism, and contribute meaningfully to the team's ability to deliver at the highest level. While prior investment management experience is not required, an interest in the business and a desire to understand the client landscape are highly valued.

RESPONSIBILITIES

The Executive Assistant will serve as a strategic administrative partner to Strategists on the Client Platform, operating as an extension of the team and enabling the group to perform at its best. Key responsibilities include:

• Provide proactive, high-touch administrative support to Strategists, building trusted partnerships with each stakeholder and developing a strong understanding of their priorities, preferences, and working styles.
• Own and manage highly complex, fast-moving calendars with frequent short-notice changes driven by client activity, travel demands, and internal priorities - exercising sound judgment to protect time and align scheduling with what matters most.
• Coordinate extensive and complex travel, including multi-leg domestic and international itineraries, conference attendance, client visits, and last-minute changes requiring real-time problem solving and hands-on support throughout.
• Serve as a key administrative partner for presentation support across high-profile speaking engagements, client presentations, and internal forums - managing the end-to-end process including material preparation, formatting, version control, stakeholder coordination, and ensuring polished, on-time delivery.
• Drive conference planning and logistics, supporting Strategists' participation across multiple conferences throughout the year, including registration, scheduling and travel coordination.
• Plan and execute logistics for client meetings, investor interactions, offsites, and internal events, partnering effectively with cross-functional teams and external contacts.
• Prepare, review, and distribute detailed materials such as briefing packets, travel itineraries, meeting prep documents, and internal communications with accuracy and a high standard of quality.
• Stay engaged and informed on team priorities, participating in select meetings to capture action items, decisions, and follow-ups that support continuity and execution.
• Process expense reports accurately and efficiently, ensuring compliance with firm policies.
• Serve as a central point of contact and coordination for the Strategist group, representing leaders with discretion, professionalism, and a genuine client-service mindset.
• Provide cross-coverage and backup support for other Executive Assistants as needed, contributing to a strong and collaborative administrative team.
• Support ad-hoc projects and evolving initiatives with curiosity, flexibility, and a willingness to take on increasing responsibility over time.

QUALIFICATIONS

• Minimum of 3 years of experience in an executive support or senior administrative role within a professional services organization or comparably fast-paced environment
• Experience supporting stakeholders with a track record of heavy travel, fast-moving schedules, and a high volume of competing priorities
• Demonstrated ability to manage presentation logistics and support high-profile speaking engagements and client-facing deliverables
• Prior exposure to investment management, financial services, or client-oriented environments is a plus
• Comfortable navigating global contexts and working across time zones
• Advanced proficiency in Microsoft Office, with a willingness to embrace new tools and technology to drive efficiency
• Exceptional organizational skills, attention to detail, and commitment to high-quality work
• Proactive and resourceful, with an anticipatory mindset and a natural orientation toward service
• High level of professionalism, discretion, and reliability when handling sensitive or confidential matters
• Composed under pressure, with the ability to meet tight deadlines and pivot when plans shift
• Positive, can-do attitude, flexibility, sound judgment, and a sense of humor

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.

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 60,000 - 110,000

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.