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 RolePOSITION OVERVIEWWe are seeking a Latin America Relationship Manager to support the Americas Institutional Group (AIG) and independently lead a portfolio of institutional client and distribution-partner relationships across Latin America. The Relationship Manager will serve as a central point of contact for clients and internal partners, combining broad investment knowledge with disciplined relationship stewardship and execution across complex servicing requirements. The successful candidate will bring a strong understanding of the region's institutional markets, including client decision-making and servicing models, intermediary and distribution ecosystems, distribution and due diligence requirements, applicable regulatory and contractual considerations, and market trends shaping client priorities and business development opportunities.
The Relationship Manager will partner closely with Business Development Managers on shared accounts and collaborate with investment teams, Legal, Compliance, Operations, and other functional partners to support retention, business development priorities, and high-quality client outcomes. Success in this role requires the ability to operate independently, lead senior-level investment dialogue, manage multiple complex relationships, and coordinate effectively across a global investment organization.
RESPONSIBILITIES
Client and Distribution-Partner Leadership
- Independently and proactively lead client and distribution-partner engagements across Latin America.
- Develop a deep understanding of client investment objectives, decision-making structures, portfolio review needs, servicing expectations, and matters requiring escalation across the region.
- Serve as a central point of contact internally and externally across institutional relationships, distribution partners, platforms, and other regional stakeholders.
- Lead senior-level investment dialogue and respond to client inquiries across fixed income, equity, multi-asset, and asset allocation portfolios.
- Build trusted relationships and represent client priorities across the firm.
Retention and Business Development Partnership
- Partner closely with Business Development Managers on shared accounts.
- Provide strategic support on client retention, defense strategies, and cross-selling opportunities.
- Drive follow-through on active business development priorities and agreed client commitments.
- Identify relationship risks, evolving client priorities, regional market trends, and opportunities for broader engagement and business development.
- Balance client objectives, commercial priorities, and applicable firm requirements.
Client Servicing and Operational Coordination
- Coordinate complex operational requirements, including distribution agreement mapping and setup, due diligence support and escalation, trade issues, payment inquiries and cycles, fund servicing, and platform-related inquiries.
- Work closely with subject matter experts across the firm to onboard new accounts, process cash flows, and address client issues and opportunities.
- Maintain compliance with applicable legal, regulatory, contractual, and firm requirements.
- Manage training, knowledge sharing, and other servicing commitments and contractual obligations for strategic clients across the region.
- Coordinate internal stakeholders and maintain accountability for client deliverables and timely issue resolution.
Process Improvement and Team Contribution
- Proactively identify opportunities to improve regional servicing workflows.
- Support internal initiatives that translate recommendations into practical process improvements.
- Share regional knowledge and insights that strengthen account coverage and team effectiveness.
- Contribute to an inclusive culture of collaboration and excellence and serve as a role model to the broader team.
- Experienced relationship management professional with broad investment knowledge, a strong understanding of institutional client needs, and the ability to represent fixed income, equity, multi-asset, and asset allocation portfolios to clients.
- Executive presence, strong written communication and presentation skills, and the ability to engage external audiences with credibility.
- Fluency in written and spoken Spanish and willingness to travel up to 50% of the time to support client coverage across the region.
- Ability to operate independently in a fast-paced environment, manage multiple complex client relationships, and collaborate effectively with Business Development, investment teams, Legal, Compliance, Operations, and other functional partners.
- Proactivity, sound judgment, and a demonstrated willingness to learn and grow within the role.
- CFA, CAIA, or an advanced degree would be viewed favorably where relevant to the candidate profile.
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.
Skills Required
- Professional experience in relationship management
- Broad investment knowledge across fixed income, equity, multi-asset, and asset allocation portfolios
- Understanding of institutional client needs and relationship servicing
- Executive presence and strong written communication and presentation skills
- Fluency in written and spoken Spanish
- Willingness to travel up to 50% of the time
- Ability to manage multiple complex client relationships independently
- Ability to collaborate with business development, investment, legal, compliance, operations, and other teams
- Proactivity, sound judgment, and willingness to learn and grow
- CFA, CAIA, or an advanced degree
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.
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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.
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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.
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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.
