Jobs at Wellington Management

The job description provides limited role-specific information. The Principal, Client Platform Product Designer will work within Wellington Management’s investment management organization and its collaborative, flexible office environment. The position offers a base salary of $120,000–$225,000, plus potential bonus, incentives, and comprehensive benefits. Employees generally work from the office four days per week, with one remote day.

Leads Wellington Management’s global compensation function, including pay structures, incentive programs, benchmarking, annual compensation reviews, governance, analytics, and executive recommendations. Serves as the senior compensation adviser to HR, Finance, and business leaders; oversees compensation committees, market insights, and program effectiveness. Manages and develops the global compensation team while ensuring competitive, equitable, and business-aligned practices across geographies.

Provides high-level administrative and operational support to the Head of Human Resources and senior leaders. Responsibilities include complex calendar management, meeting and event coordination, expense processing, domestic and international travel planning, presentation support, onboarding, performance review coordination, project tracking, and cross-team support. The role requires discretion, executive presence, proactive problem-solving, advanced Microsoft Office skills, technology and AI adoption, and strong organization in a fast-paced environment.

Lead attack surface and vulnerability management activities, including CNAPP assessments, cloud configuration reviews, threat intelligence analysis, vulnerability prioritization, and urgent cyber defense response. Partner with developers and application custodians to improve CI/CD security, automate workflows with scripting and AI, establish CIS-aligned security baselines, assess third-party exposure, and develop security documentation, policies, and standards.

Supports investment product coverage teams through portfolio positioning, attribution, risk, market trend, competitive positioning, and pricing analyses. Prepares marketing and client materials, reviews RFPs, responds to client inquiries, automates workflows, and helps develop client solutions and investment approaches. Requires strong analytical, communication, organizational, technical, and collaboration skills in a fast-paced environment.

Leads institutional client and distribution-partner relationships across Latin America. Serves as a central contact, leads investment discussions, supports retention and business development, coordinates onboarding and complex servicing requirements, resolves client issues, and ensures legal, regulatory, and contractual compliance. Partners with investment, legal, compliance, operations, and business development teams while improving regional servicing processes. Requires strong investment knowledge, executive presence, Spanish fluency, independent judgment, and travel across the region.

Supports the EU Funds Compliance team with AML/CFT dashboards, data analysis, data-quality validation, reporting, workflow testing, issue tracking, and process automation. The intern will use Power BI, AI tools, and data technologies to improve compliance monitoring and regulatory reporting for a Luxembourg investment fund manager.

Supports private equity investment products through product management, investment oversight, performance and portfolio analytics, client reporting, marketing materials, fundraising, investor due diligence, and relationship management. The role collaborates across investment, technology, fund services, marketing, and compliance teams; contributes to technology initiatives and interdepartmental projects; and eventually participates in client and prospect meetings to communicate investment strategies, portfolios, and performance.

Support EMEA regulatory compliance across cross-border sales, marketing, client classifications, account openings, fund launches, asset transfers, reconciliations, cash flows, and transition activities. The intern will maintain governance and reporting, assist with policies and training, monitor regulatory developments, coordinate with internal teams and custodians, and develop knowledge of investment operations, financial services, and jurisdiction-specific requirements.

Year-long investment management placement beginning June 2027, based in Wellington Management’s London Victoria office. The intern will support the Investment Platform across areas including corporate access and research services, investment boutiques, and sustainability. Responsibilities will vary by team and involve meaningful contributions to investment excellence, client outcomes, research, relationships, sustainability integration, and regulatory compliance. Candidates should demonstrate investment-management interest, intellectual curiosity, organization, strong interpersonal skills, Microsoft Office proficiency, adaptability, and willingness to collaborate.

Supports institutional client growth and relationship management across Hong Kong and Taiwan. Responsibilities include coordinating prospecting and RFPs, preparing client meetings and materials, responding to product and investment inquiries, supporting complex client deliverables, maintaining databases and business metrics, organizing seminars, and coordinating internal stakeholders. The role requires strong communication, organization, analytical problem-solving, investment-management interest, and proficiency in English, Mandarin, Cantonese, Bloomberg, and Microsoft Office.

Supports the ANZ Institutional team with business development, client servicing, RFPs, presentations, meeting coordination, CRM and Salesforce data maintenance, information requests, implementation activities, workflow management, and project coordination. The role collaborates with business developers, relationship managers, relationship analysts, and internal stakeholders to maintain service quality and strengthen institutional client relationships. It also requires developing knowledge of investment management, capital markets, products, and client priorities.

Supports sales and relationship management for wealth and intermediary clients across Greater China and Southeast Asia. Responsibilities include client inquiries, market research, independent analysis, meeting preparation, relationship support, and communication of client expectations to internal teams. The role covers fund distribution and sub-advisory relationships, requires strong investment product knowledge and client-facing communication, and may involve travel.

Supports investment management research and portfolio analysis platforms for portfolio managers and research professionals. Responsibilities include troubleshooting application issues, managing production incidents, analyzing investment data, answering functional and technical questions, coordinating with IT and business teams, testing enhancements, training users, and improving support processes. Requires strong knowledge of investment data, financial instruments, SQL, application support, analytical problem-solving, communication, and direct interaction with investment professionals.

Supports traders, trade coordinators, portfolio managers, and analysts in a financial-services trading-floor environment. Responsibilities include application troubleshooting, production incident and problem management, root-cause analysis, issue escalation, status reporting, stakeholder relationship management, ITIL documentation, and partnership with delivery teams. The role requires SQL-based data analysis, knowledge of investment and trading systems, financial instruments, investment workflows, and strong communication skills.

Processes and validates global corporate actions across asset classes, researches complex voluntary events, confirms client entitlements, communicates instructions, resolves data conflicts, and maintains accurate event records. The role partners with custodians, service providers, portfolio management, trading, legal, and other operations teams. It also supports workflow improvements, system enhancements, issue resolution, and guidance for junior team members.

Leads equity product business and marketing strategy, represents investment teams with clients and consultants, develops products and solutions, and oversees portfolio investment and risk integrity. The role creates marketing materials and investment guidelines, explains portfolio strategies, identifies business and operational risks, supports product development, vets opportunities, and resolves internal business issues. Requires strong equity investment expertise, quantitative analysis, communication, commercial judgment, and leadership.

Leads the U.S. Wealth investor services function supporting advisors, investors, and intermediary partners. Owns the end-to-end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting. Builds scalable servicing models, SLAs, escalation processes, and KPI frameworks while improving workflows through technology and automation. Manages teams, cross-functional initiatives, platform relationships, operational efficiency, compliance, and service quality across alternative investment products.

Execute and manage repo, reverse repo, and secured financing transactions across government bond and credit markets. Optimize portfolio financing by analyzing repo pricing, collateral dynamics, dealer balance-sheet capacity, and market structure. Build relationships with dealers, portfolio managers, analysts, and traders; identify financing opportunities; manage liquidity, counterparty, settlement, and operational risks; and improve processes through technology, data, electronic trading, central clearing, and collateral optimization.

Lead and grow institutional client relationships in Canada by understanding clients investment and servicing needs, conducting portfolio reviews, supporting onboarding, coordinating internal resources, driving retention and cross-sell efforts, and representing Wellington at meetings and conferences.