Corporate Access Manager

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Wellington Management Company, LLP
  • 17 Nov 18

Corporate Access Manager


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.


Based in Boston, the Corporate Access Manager will be responsible for developing and executing corporate access events across the Americas region. The role is responsible for the coordination and management of access to corporates, experts and government entities. This will include on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and ultimately bespoke field trips. This is a hands-on role requiring ownership of the day-to-day coordination between our investment professionals and corporates. The Corporate Access Manager will engage with investors, proactively suggest agendas and itineraries, as well as represent the firm with Investor Relations as and when appropriate.


Specific responsibilities include: 

  • Centralize and coordinate corporate access activity throughout the Americas region;
  • Work closely with sell-side counterparts, brokers and third party vendors to manage corporate access activity;
  • Engage with the Investor Relations community directly to strengthen Wellington's corporate partnerships;
  • Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals;
  • Develop and utilize technology to enhance management of the corporate access process;
  • Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities; and
  • Engage with all investment professionals across the region, gaining an understanding of their requirements.


A successful candidate should have the following qualifications:
  • Minimum of 5 years' experience within financial services; corporate access or investor relations experience is helpful but not required;
  • A strategic mindset; the ideal candidate will be highly motivated and proactive;
  • Ability to develop relationships with investment professionals, gaining an understanding and empathy with their needs as an investor;
  • Exceptional written and oral communication skills;
  • Flexibility to work both independently and to thrive in a highly collaborative, fast-paced, results-oriented environment;
  • Very high attention to detail and consistent follow through; accuracy with all work is essential;
  • Ability to prioritize and multi-task as needed; excellent organizational skills are required;
  • Diplomacy, yet strength to defend the right decision in a very visible situation;
  • Ability to thrive in a very fast-paced, pressurized environment;
  • Spanish and Portuguese language skills are preferred; and
  • Strong Excel and database skills are an advantage.

Corporate Access Manager

Business Analysis

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 .