Marketing Strategist, Advisor Education

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.

About the Role

Position

The Advisor Education Marketing Strategist will bring a unique set of skills and experiences including developing investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio construction. The individual in this role will bring an important perspective about the type of education that financial advisors need to appropriately integrate institutional-caliber solutions such as privates, multi-strategy funds, hedge funds, and other products into HNW client portfolios. The candidate will understand the importance of advisor education in effectively positioning an asset manager as a partner of choice.

Responsibilities

Specific responsibilities include but are not limited to:

• Setting the long-term advisor education strategy for Wellington’s US Wealth line of business and overseeing its ongoing execution. This includes:

  • Defining the roadmap, market positioning and KPIs;

  • Establishing long-term content plan including defining the Continuing Education (CE) and accreditation approach;

  • Developing Wellington’s advisor education program for the US Wealth channel; and

  • Overseeing its implementation and managing it to a mature, predictable, repeatable operating model.

• Developing ongoing education programs that help advisors build better, stronger portfolios creating a curriculum in subject areas such as asset classes, products, market dynamics, asset allocation, and other elements.

• Managing internal and external partners and consultants globally, including partners from: marketing, distribution, investment management, technology, design, UX, product management and development, and marketing compliance.

• Incorporating practices such as competitive intelligence, target audience definition, and market positioning into the development of advisor education.

• Partnering with global marketing and distribution colleagues to support Wellington’s investment capabilities

Qualifications

Specific qualifications include:

• 10+ of investment marketing or product management experience within the US intermediary and wealth channel, including experience marketing to home offices and financial advisors.

• Experience developing value add programs; experience with value-add programs concentrating on portfolio construction is preferred.

• Strong technical product and investment knowledge; multi-asset experience is preferred.

• Proven ability to tell compelling ‘stories’ through content that will engage a variety of audiences; an eye for data visualization will be favored.

• Familiarity of the regulatory and legislative landscape

• Ability to create content and drive advisor education program agenda.

• Excellent project management/organizational skills, including the ability to multitask, be consistently responsive, and manage changing priorities while meeting often strict deadlines

• Strong program management capabilities. Ability to manage cross-functional teams with matrixed reporting relationships.

• Entrepreneurial mindset and intellectual curiosity

• Strong written and oral communication and presentation skills

• Strong collaboration skills and ability to engage with multiple stakeholders and quickly build relationships.

• Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams, and external vendors.

• Grace under pressure; ability to adapt, “roll up sleeves” and get things done

• Sense of humor and passion for working in a creative and collaborative environment

JOB TITLE

Marketing Strategist, Advisor Education

JOB FAMILY

Mkt Srvcs - Seminars & Prog

LOCATION

280 Congress

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 considers all qualified applicants will receive 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 GMWTalentOperations@wellington.com.

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 100,000 - 225,000