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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.

Supports equity product management through portfolio, market, performance, attribution, risk, and competitive analysis. Prepares client and consultant materials, investment updates, RFP responses, and market commentary in Japanese and English. Assists with product development, business management, product reviews, and client servicing while maintaining databases and improving workflows through technology and automation. Develops expertise in equity strategies and gradually presents investment insights to external clients.

Supports equity product management across Asia by analyzing portfolio positioning, performance attribution, risk, market trends, competitive positioning, pricing, and business opportunities. Partners with investment directors, specialists, and internal stakeholders to support strategy growth and client needs. Creates marketing and client materials, reviews RFPs, responds to client inquiries, participates in client meetings, automates workflows, and contributes to client solutions and investment approaches.

Serves as a senior compensation subject matter expert for business leaders and HR partners. Responsibilities include advising on pay and bonus programs, conducting market benchmarking, overseeing EMEA compensation compliance, supporting annual compensation reviews, developing reward structures, analyzing compensation data, preparing committee materials, and leading compensation projects. The role partners with global and regional stakeholders to deliver competitive, compliant, market-aligned total rewards strategies.

Supports investment teams by monitoring transactions and holdings for compliance with client guidelines and regulatory requirements. Reviews investment management agreements, evaluates client guidelines, maintains the Sentinel monitoring system, provides real-time pre-trade support, resolves post-trade exceptions, and collaborates with relationship, product management, and portfolio management teams.

Drives commercial growth across insurance and sub-advisory relationships by developing executive-level clients, originating new mandates, expanding existing business, and executing strategic account plans. Leads commercial discussions and negotiations, monitors insurance market trends, coordinates cross-functional engagement across investments, product, legal, compliance, operations, and distribution, and strengthens Wellington’s strategic partnerships and assets under management.

Manage strategic insurance and sub-advisory client relationships, serving as a primary client contact and coordinating governance, reporting, deliverables, and issue resolution. Partner with Investments, Product, Operations, Legal, and Compliance teams to ensure service quality and accountability. Support client retention, strategic account planning, and partnership growth while maintaining visibility into client priorities and timelines. The role also contributes to relationship-management processes and development of junior team members.