Relationship Analyst

About Us

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.

THE POSITION We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst, based in our San Francisco office, will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants.

The RA will work closely with members of the AIG‑West team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate.

They will coordinate prospect reporting, presentations, account maintenance, and ad‑hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.

• Driving the preparation of high‑impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow‑ups required for external meetings
• Participating in client, consultant and prospect meetings and conference calls as appropriate
• Conducting analysis, initiating investigations and responding to internal and external ad‑hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and fees
• Acting as a point of contact for various groups within consultant and client organizations
• Coordinating key client communications, acting as a trusted liaison between clients and internal teams
• Capturing and maintaining client data in relevant internal systems
• Collecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities
• Qualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses
• Developing an understanding of the depth and breadth of Wellington Management's investment approaches and those products most relevant to the institutional channel
• Championing data accuracy and insight‑driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams

A successful candidate is likely to have the following qualifications:

• 2‑3 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional clients and consultants is a plus
• Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity
• Self‑motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast‑paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity
• Strong analytical skills, attention to detail, and organization
• Excellent communication, problem‑solving skills, and judgment
• Professional demeanor with maturity, presence, and a sense of humor
• A positive attitude and…