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 US Financial Intermediary Group (US FIG) seeks a Marketing Coordinator to support the sales and marketing efforts of the Business Development Analyst and Director of Intermediary Distribution. The Intermediary Distribution team within US FIG is focused on Wellington Management's relationships and activities with key distributors (e.g., broker-dealers, registered investment advisers, and private banks). The team also develops marketing content to support the sales of our subadvised funds and collaborates with our subadvisory clients on broader sales and marketing initiatives. As the key point person for the team's sales efforts, the Marketing Coordinator independently fields a high volume of marketing-related requests annually and is responsible for supporting all top line prospecting activity. This role works with the US FIG team on a day-to-day basis, is part of the Client Platform's broader administrative team, and reports to the Business Manager for the Client Platform.
Specific responsibilities include:
Meeting coordination including Outlook meeting requests, conference room booking, security clearance, catering
Presentation preparation including editing, collating and distributing materials
Interface with external clients to coordinate incoming requests for sales and marketing activity
Assistance with preparation and distribution of monthly and quarterly client reporting materials
Database maintenance in Salesforce
Travel coordination including itinerary, transportation, hotel
Diligent coverage of email and telephone lines
Assistance with a variety of department and team projects
Strong interpersonal, verbal, and written communication skills
Strong service orientation; reliable, consistent, proactive
Ability to work in a fast-paced and team-oriented environment, prioritizing effectively
Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
Solid work ethic and positive attitude
Ability to use good business judgment and maintain confidentiality
JOB TITLE Marketing Coordinator
LOCATION 280 Congress
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 GMCANINQ@wellington.com .