Internal Wholesaler

The Position

We are seeking a talented, ambitious, driven individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include :

• Assisting external salespeople in developing and executing sales plans to promote Wellington private equity, credit and hedge fund strategies
• Lead and execute calling campaigns to introduce products, schedule meetings, and generate new business opportunities
• Track and follow up on leads to ensure a robust sales pipeline growth
• Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support
• Work closely with the marketing, product development, and compliance teams to ensure consistent messaging and adherence to regulatory requirements
• Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively

Qualifications

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.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, sex, sexual orientation, gender identity, gender expression, religion, national origin, age, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

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).