Portfolio Advisor

Wellington Management Company, LLP
San Francisco, CA, USA
Mar 21, 2019
Mar 22, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.



We are seeking an exceptional individual to fill a west coast based Client Portfolio Manager position. The CPM will be responsible for generating new alternative investment sales through broker dealer focused financial advisors. The territory will cover the western region and will be based in San Francisco. He or she will be responsible for driving sales to both new and existing clients. The successful candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, investment reviews and will be responsible for delivering the firm's investment philosophy and approach. The CPM will develop an in-depth understanding of the firm's investment products, value add services and will articulate these to clients and prospects. He or she will travel extensively in the region to meet with local financial advisors and will also participate in national and regional focused meetings.

  • Bachelors degree
  • 5-10 years of demonstrated success in external sales with financial advisors
  • Excellent communication skills and ability to influence others
  • Demonstrated ability to easily establish and maintain relationships
  • Strong presentation skills
  • Ability and desire to learn
  • Excellent time management and organization skills with the ability to prioritize for most effective results
  • Strong acumen with alternative investments
  • Series 6 & 63 Series 7
  • Proficient in Salesforce, Excel, and Outlook
  • Insert CFA or CAIA language

Portfolio Advisor

Global Relationship Group

San Francisco

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 .

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