66 Wellington Management Client Relationship Manager Jobs Hiring Near You

The Company

Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined contribution - and many other types of institutions.

Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Overview

The Global RFP Team is seeking an RFP Writer to support the completion of prospect proposals, client questionnaires, and other strategic client deliverables. The team is responsible for producing high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires) that support both business development and client servicing efforts.

Through close partnership with product teams, client-facing teams, and subject matter experts across the firm, the RFP Writer plays a critical role in articulating Wellington's investment capabilities to clients and prospects. These deliverables help win new business, meet the complex reporting and due diligence requirements of existing clients, and ensure the firm's investment solutions are represented accurately, clearly, and consistently. The delivery of thoughtful, well-crafted questionnaires is a key component of both the sales process and ongoing client relationship management.

Responsibilities

Writing, coordinating, editing, and proofreading RFPs and RFIs, partnering with subject matter experts, product teams, and client-facing teams across the firm. This includes, but is not limited to:

• Developing and maintaining content in our content management tool, Loopio, as well as proposing enhancements to existing responses

• Leveraging firm tools and AI to draft and deliver high-quality questionnaire responses

• Supporting the development, maintenance, and governance of content used across RFPs, RFIs, and other client-facing materials

• Support the completion of quantitative aspects of RFPs and RFIs by retrieving, validating, and organizing data from a variety of internal sources using Excel and other firm tools.

• Building deep cross-functional relationships across the firm, gaining exposure to investment products, client servicing, sales, and content strategy. Build strong foundation for career growth, given the breadth of partnerships and visibility gained through supporting global client and business development initiatives.

Qualifications

• 1+ years of relevant investment industry experience is preferred

• Strong writing and communication skills with high attention to detail

• Strong quantitative and technical skills, with the ability to leverage Excel, Python, and other analytical tools to support deliverables and efficiency gains

• A positive, collegial attitude and a high level of professionalism are essential

• Individual must be an independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines

• Experience with content management third party software such as Loopio, Responsive, Rocket Docs, etc. is a plus