Wealth Retail Business Sales Specialist

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 The Position: We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day‑to‑day advisor engagement, inbound triage, meeting follow‑up, and opportunity acceleration, ensuring financial advisors receive timely, accurate, and high‑quality support across inquiries, materials, scheduling, and Salesforce documentation. Responsibilities The Sales Specialist is a professional who increases wholesaler capacity by handling day‑to‑day advisor engagement, triage, follow‑up, inquiries, and opportunity acceleration. They own tactical execution that keeps the sales engine running while ensuring advisors receive timely, accurate, value‑add responses. What This Role Owns Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions Timely, accurate follow‑up – “first call resolution” Escalation routing to wholesalers when higher‑touch engagement is needed All follow‑up actions from meetings, events and campaigns Continuous outreach to keep opportunities warm and progressing Maintain clean accurate Salesforce documentation Sending the right product materials, market commentary, case studies, and product comparisons based on advisor needs Customized approved content for advisor conversations (not creating new content, but tailoring within compliance) Day‑to‑day coverage when wholesalers travel or are in meetings Ensure advisors experience seamless coverage regardless of which wholesaler is available Logging advisor touchpoints, sentiment, interest, and follow‑up needs Identifying book trends (e.g., flows, redemptions, placement changes) and surfacing actionable patterns Scheduling and coordinating FA meetings on behalf of wholesalers, and serving as the administrative catch‑all for day‑to‑day logistics that keep advisor engagement on track Core Responsibilities Wholesaler Leverage Partner closely with external and internal wholesalers to support regional sales goals Prepare materials (e.g., pitchbooks, product summaries, etc.) Assist internals with meeting follow up including information requests, scheduling, etc. Support strategic accounts teams with home office engagement and event coordination Sales Process Support Handle all inbound triage related to applications, paperwork, platforms, and investment questions (within licensing and compliance boundaries) Coordinate with investor services, onboarding, and operations to ensure a consistent advisor experience Track tasks, timelines, and advisor commitments in Salesforce Assist in prioritizing advisors, wholesalers’ calendars, and follow‑up lists Monitor pipeline health and recommend actions to move opportunities forward Support virtual roadshows, webinars, and small group advisor education sessions Travel booking and expense report management including submitting, tracking, and reporting back to distributors Event support including managing materials, handouts, booth set up, etc. Recruitment Notes 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. Benefits 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 80,000 – 150,000. This 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. 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. 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. Equal Opportunity Employment 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 View email address on click.appcast.io. #J-18808-Ljbffr Wellington Management