Wellington Management

Solutions Director - Americas Institutional & Global Multi-Asset Lead

Wellington Management$120K — $225K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 15 years of industry experience in senior commercialization or multi-asset solutions business development roles.
  • Proven track record of commercializing multi-asset solutions for institutional investors and consultants.
  • Deep understanding of portfolio construction, asset allocation, and OCIO models.
  • Strong technical knowledge in multi-asset, quantitative, and equity investment solutions, with a focus on multi-asset.
  • Exceptional communication, presentation, and relationship-building skills.
  • Ability to influence senior stakeholders and work effectively in collaborative environments.
  • Strong commercial instincts and strategic thinking capabilities.

Responsibilities

  • Define and execute the global Multi-Asset Solutions commercial strategy in collaboration with investment management.
  • Serve as a senior leader for Multi-Asset Solutions, aligning commercialization efforts across regions and channels.
  • Engage with clients to originate and advance strategic institutional opportunities for Multi-Asset Solutions.
  • Lead efforts to promote the broader Wellington Solutions platform within the Americas Institutional channel.
  • Coordinate with regional solutions teams for improved messaging and commercial effectiveness.
  • Build partnerships with institutional developers to enhance awareness and adoption of solutions capabilities.
  • Identify and transition commercial opportunities in collaboration with other product strategists.

Benefits

  • Comprehensive health and wellness benefits including dental, vision, and pharmacy coverage.
  • Flexible work environment with in-office work four days a week and one day remote.
  • Retirement plans and health savings options available.
  • Tuition reimbursement and CFA support for professional development.
  • Generous paid time off including holidays, volunteer days, and sick leave.
Full Job Description
About the Role

Wellington is seeking a senior commercial leader to focus on two key areas. The primary focus if to help drive the growth and strategic positioning of the firm’s Multi-Asset Solutions business globally. The second is in 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. The role will combine strategic leadership responsibilities with hands-on client engagement.

This individual will partner closely with investment line management and senior investment leaders to help define and execute Wellington’s global multi-asset solutions go-to-market strategy, while coordinating closely with existing regional and channel-based solutions teams across institutional and wealth businesses. The successful candidate will bring deep multi-asset expertise including public privates, strong commercial instincts, and extensive experience competing within the institutional solutions marketplace, including against established OCIO providers and open-architecture models.

In parallel with the strategic multi-asset leadership mandate, the role will serve as a senior commercial representative for the broader Solutions platform within the Americas Institutional channel, helping promote Wellington’s full solutions capabilities and connecting clients with the appropriate investment expertise across Multi-Asset, QIG, Equity Solutions, and related offerings.

Candidate Qualifications

The ideal candidate will combine strong investment acumen with commercial sophistication, executive presence, and strategic leadership capability. This individual will be highly collaborative, externally credible, and capable of driving both strategic direction and tangible commercial outcomes across Wellington’s Multi-Asset and broader Solutions platform.

Key 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.
  • Work closely 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.
  • Act as a senior commercial bridge between investment teams and distribution teams, ensuring 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 & Experience
  • 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.
  • Proven 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 Boston based

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.

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 120,000 - 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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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