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. POSITION
Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With US$1,080 billion in assets under management as of 31 Dec 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. 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. RELATIONSHIP MANAGEMENT
The Global Relationship Group ("GRG") in Japan works directly with clients, consultants, and prospects in the Pensions, Financial Intermediaries, and Financial Reserves markets to develop and advance the business strategy. GRG's mission is to meet and/or exceed investment/service expectations of our clients. GRG members work cross functionally within Wellington Management to help develop and deepen relationships with clients, consultants, and prospects.
Account Manager (AMs) must be knowledgeable about the markets in which their clients operate. AMs collaborate with Business Developers, Relationship Managers, and Relationship Analysts as a team to interact frequently with clients: by phone, via written communication, and in-person.
The position open at this time will focus on managing and growing relationships with institutional clients (Pensions and Financial Reserves). In time, the successful candidate may advance from Account Manager to other client-facing roles, including Business Developer or Relationship Manager. Role and responsibilities
This position is responsible for supporting or driving our business development and relationship management efforts. Accordingly the Account Manager will work closely with Business Developers and/or Relationship Managers in support of a number of assigned clients/prospects, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings.
This position has frequent interaction with clients and will be expected to conduct analysis, initiate research, and respond to inquiries on a wide range of topics, often under significant time pressure.
Incorporating product knowledge with firm awareness, the Account Manager will be required to effectively communicate client expectations with a variety of internal constituents including: investment administration, legal and compliance, portfolio management, product management, client administration, trading and other functions. Some travel may be required. Qualifications
The successful candidate will be passionate about business development, relationship management and investments, and be knowledgeable about the global capital markets or possess a strong interest in acquiring such knowledge. An interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical orientation are also required.
Additional qualifications for this role include:
- A minimum of 5-7 years of professional experience, with basic investment and capital market knowledge
- Previous, direct experience developing as well as maintaining long lasting relationships with institutional clients will also be viewed positively
- Strong verbal and English skills are required
- An MBA or CFA (or progress towards either) would be viewed favorably
Sound business judgment, strong communication skills, and the ability to express oneself in both individual and group settings are a must. Likewise, the ability to communicate in a creative manner is a required skill set.
The successful candidate will be one who meets the above criteria, is committed to the success of the team, and takes a long term view of their career. JOB TITLE
Account Manager JOB FAMILY
Relationship Management LOCATION
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 GMCANINQ@wellington.com .