Solutions Director - Americas Institutional & Global Multi-Asset Lead
Solutions Director - Americas Institutional & Global Multi-Asset Lead
Job Description
About Us
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 60 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.
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.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 [email protected].
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 - 225,000This 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
About Us
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 60 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.
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.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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 [email protected].
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 - 225,000This 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
About Wellington Management
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.
We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.
This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers.
For current open opportunities, please visit www.wellington.com/joinus
We are an equal opportunity employer and are committed to having a diverse workforce.
Please visit http://www.wellington.com to learn more about our firm.
Important disclosure: https://www.wellington.com/en/important-disclosure