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Wellington Director, Early Career Investor Development - Americas in Boston, Massachusetts

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 ROLE

Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure.

In this role, the Director of Early Career Investor Development (Americas) will be responsible for providing regional strategic leadership, coaching/mentoring and managing our early career investment talent programs in our US offices. The goal of this program is to develop the next generation of investors; development of this talent will be the Director’s top priority. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. They will leverage their investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long-term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. Of note, our firm’s DEI strategy places a great emphasis on recruiting and developing a highly diverse early career talent pipeline. As such, the Director will need to view themselves as a diversity champion, ambassador and leader for the investment platform. This position will report to the Head of Global Early Career Strategy & Talent.

Working as part of a global and regional leadership team, the Director will serve a cross-functional role. Areas of responsibility will include but are not limited to:

  • Work closely with Directors, Early Career Investor Development based in EMEA and APAC to build a strong and robust early career investor development program and talent bench for the US.

  • Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes

  • Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews

  • Partner with the Talent Acquisition team to ensure the firm is attracting the ideal diverse talent

  • Understand the comprehensive needs of the investment teams across the US offices, both to ensure the Early Career talent bench is equipped to provide leverage today and to develop the requisite skills to become the successful next generation of investors beyond the Early Career program.

  • Partner with the Investor Development and HR Talent Development teams to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses.

QUALIFICATIONS

The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. They will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, they must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include:

  • 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers;

  • Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback;

  • A passion for the investing business and for the capital markets – a student of the industry

  • Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders;

  • Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver;

  • Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and

  • Strong academic credentials; MBA and/or CFA/CAIA (or equivalent) is preferred.

LOCATION

The Director, Early Career Investor Development role will be based in Wellington’s Global Headquarters in Boston, MA.

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 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

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)

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.

For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)

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