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,accuratefollow-up – “first call resolution”

• Escalationrouting to wholesalers when higher-touch engagement is needed

• All follow-up actions from meetings,eventsand campaigns

• Continuous outreach to keep opportunities warm and progressing

• Maintain cleanaccurateSalesforce documentation

• Sendingthe right product materials, market commentary, case studies, and product comparisons based onadvisorneeds

• Customized approved content for advisor conversations (not creatingnew 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

• Identifyingbook 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-daylogisticsthat 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.)

• Assistinternalswithmeeting follow up including information requests, scheduling, etc.

• Supportstrategic 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 ensurea consistentadvisor experience

• Track tasks, timelines, and advisor commitments in salesforce

• Assistin 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 includingsubmitting, tracking, and reporting back to distributors

• Event support including managing materials, handouts, boothset up, etc.

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 ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, 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 .

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. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

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, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. 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. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. 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. 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. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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