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 RoleWellington Management is seeking an Executive Assistant to provide dedicated support to investors on the Industrials & Energy team. This role serves as a trusted administrative partner, working closely with investment professionals to help manage competing priorities, coordinate complex logistics, and ensure seamless execution across a broad range of business activities.
The Executive Assistant will play a critical role in supporting a fast-paced, highly dynamic investment environment. This position carries significant responsibility for managing complex calendars, coordinating extensive domestic and international travel, facilitating high volumes of internal and external meetings, and ensuring day-to-day team activities run smoothly. Success in this role requires strong organizational skills, exceptional attention to detail, sound judgment, and the ability to remain flexible as priorities evolve.
We are seeking a highly motivated and resourceful professional who thrives in a collaborative environment and enjoys building strong relationships across a team. The ideal candidate combines a proactive mindset with a high degree of patience, adaptability, and service orientation. They are comfortable engaging with a wide range of stakeholders, take initiative without being asked, and bring a positive, solutions-focused approach to both routine responsibilities and unexpected challenges. This role is particularly well suited for someone who enjoys being deeply connected to the business, values partnership, and takes pride in creating a seamless experience for those they support.
Primary Responsibilities
The Executive Assistant will serve as a trusted administrative partner to investors on the Industrials & Energy team, helping ensure priorities are executed efficiently and team activities run seamlessly. Responsibilities include:
Provide proactive, high-quality administrative support to investment professionals, anticipating needs and helping manage competing priorities in a fast-paced environment.
Manage complex and highly active calendars, balancing shifting schedules, competing demands, and time-sensitive internal and external meeting requests with sound judgment and attention to detail.
Coordinate extensive domestic and international travel, including multi-leg itineraries, accommodations, and last-minute changes requiring flexibility and problem-solving.
Plan and execute logistics for a high volume of internal and external meetings, partnering with colleagues, external organizations, and administrative professionals to ensure a seamless experience for all participants.
Support conference planning and coordination, including registration, scheduling, travel arrangements, and materials preparation.
Assist with the coordination of team meetings, recurring group activities, and offsites.
Manage expense reports, including preparation, submission, reconciliation, and follow-up to ensure timely and accurate processing in line with firm policies.
Build strong relationships with stakeholders across the firm, serving as a responsive, professional, and trusted point of contact.
Exercise discretion and judgment when handling confidential information, sensitive matters, and requests requiring thoughtful prioritization.
Remain actively engaged in team priorities and dynamics, helping drive follow-through, coordination, and continuity across a wide range of activities.
Provide cross-coverage and backup support to other Executive Assistants as needed, contributing to a collaborative administrative team.
Support ad hoc projects and evolving initiatives, demonstrating curiosity, flexibility, and a willingness to take on new responsibilities.
Qualifications
Minimum of 3 years' experience within an administrative role in a professional services organization.
Experience supporting senior stakeholders in a fast-paced environment with significant travel, scheduling complexity, and competing priorities.
Experience coordinating domestic and international travel, meeting logistics, and expense management.
Exposure to investment management, financial services, or similarly dynamic professional environments will be viewed favorably.
Advanced proficiency in Microsoft Office with an ability and desire to learn new technology to drive efficiencies.
Demonstrated strong detail orientation, diligence, and commitment to high-quality work.
Excellent organizational, multitasking, and prioritization abilities.
Exceptional interpersonal skills with the confidence to build strong relationships across a wide range of stakeholders.
Proactive problem-solving skills and an anticipatory mindset.
High level of reliability, professionalism, and discretion.
Ability to adapt communication style to different audiences and navigate changing priorities with patience and composure.
Positive, can-do attitude, flexibility, sound judgment, and a collaborative approach to teamwork.
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 60,000 - 110,000This 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.
Skills Required
- Minimum of 3 years' experience within an administrative role in a professional services organization.
- Experience supporting senior stakeholders in a fast-paced environment with significant travel, scheduling complexity, and competing priorities.
- Experience coordinating domestic and international travel, including multi-leg itineraries, accommodations, and last-minute changes.
- Experience planning and executing meeting and conference logistics, including registration, scheduling, and materials preparation.
- Experience managing expense reports, including preparation, submission, reconciliation, and follow-up.
- Advanced proficiency in Microsoft Office and willingness to learn new technology to drive efficiencies.
- Exposure to investment management, financial services, or similarly dynamic professional environments.
- Excellent organizational, multitasking, and prioritization abilities.
- Exceptional interpersonal skills, professionalism, discretion, and ability to handle confidential information.
- Proactive problem-solving skills, adaptability, and ability to work collaboratively and take on ad hoc projects.
Wellington Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.
-
Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
-
Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
-
Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.
Wellington Management Insights
What We Do
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. 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 Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.








