Toronto, Ontario, Canada · Hybrid
$120k–$225k/yr
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 objecti…
Skills: Relationship Management, Institutional Client Servicing, Portfolio Review, Asset Allocation, Risk-Based Capital Analysis
Boston, Massachusetts, United States · Hybrid
$56k–$99k/yr
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: IT Auditing, Risk Management, SOX Compliance, MAR Compliance, FDICIA Compliance
Boston, Massachusetts, United States · On-site
$110k–$181k/yr
Who we are looking for We are hiring a Digital Asset GD Transaction Services Specialist, Vice President, to be a Transaction Services subject matter expert, participating in workstreams to build digital asset operations …
Skills: Trade Clearing, Settlement Processing, Trade Reconciliations, FX Operations, Asset Servicing
Toronto, Ontario, Canada · Hybrid
$120k–$225k/yr
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 objecti…
Skills: Relationship Management, Institutional Client Servicing, Portfolio Review, Asset Allocation, Risk-Based Capital Analysis
Boston, Massachusetts, United States · Hybrid
$52k–$88k/yr
Summary You will join a dynamic and highly collaborative team of seasoned financial services compensation professionals within Global Total Rewards (GTR). In this role, you will support multiple complex business units th…
Skills: Compensation Analysis, Benchmarking, Data Modeling, Microsoft Excel, Project Management
Palm Beach Gardens, Florida, United States · On-site
$143k–$286k/yr
About Carrier Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advanc…
Skills: Business Development, M&A, Corporate Development, Investment Banking, Corporate Strategy
Boston, Massachusetts, United States · Hybrid
$112k–$168k/yr
Job Description General Summary: Through internal audits the Internal Audit Manager will identify risk areas, evaluate business process controls and complete test plans on operational audits. Additionally, this role will…
Skills: Internal Auditing, Risk Assessment, SOX Compliance, Project Management, Data Analytics
Cambridge, Massachusetts, United States · Hybrid
$154k–$243k/yr
By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice an…
Skills: Insurance Risk Management, Global Insurance Programs, Claims Management, Contract Management, Negotiation
Massachusetts, United States · Remote OK
$81k–$140k/yr
Sr. Associate, Fraud Transformation & Platform Enablement Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact…
Skills: Risk Management, Fraud Prevention, Agile Methodology, Project Governance, Change Management
Plantation, Florida, United States · On-site
$87k–$153k/yr
Job Description: Our Opportunity: Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our Commercial FP&A Finance team! Combining an understanding of Finance, and practical knowl…
Skills: Financial Modeling, Data Analytics, Forecasting, Budgeting, Variance Analysis
Boston, Massachusetts, United States · Hybrid
$52k–$88k/yr
Summary You will join a dynamic and highly collaborative team of seasoned financial services compensation professionals within Global Total Rewards (GTR). In this role, you will support multiple complex business units th…
Skills: Compensation Analysis, Benchmarking, Data Modeling, Project Management, Microsoft Excel
Medford, Massachusetts, United States · On-site
$37k–$61k/yr
About the Business LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive h…
Skills: Customer Service, Organization, Blue Sky Solution, Administrative Skills, Interpersonal Skills
Medford, Massachusetts, United States · On-site
$37k–$61k/yr
About the Business LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive h…
Skills: Customer Service, Organization, Professionalism, Administrative Skills, Interpersonal Skills
West Bridgewater, Massachusetts, United States · On-site
$20/hr–$25/hr
Position Summary The Billing Specialist performs a variety of routine and non-routine simple to moderately complex billing functions to ensure proper preparation of accurate and timely bills to customers based on service…
Skills: Billing, Data Entry, Accounts Payable, Microsoft Excel, Microsoft Suite
Chicago, Illinois, United States · Hybrid
Manager Compliance and Continuous Improvement This is a hybrid position that requires regular travel to programs located across the country. Valid driver's license required. The position is open to residents in the follo…
Skills: Healthcare Compliance, Internal Auditing, Risk Assessment, Regulatory Monitoring, Policy Development
Great Barrington, Massachusetts, United States · On-site
$22/hr–$29/hr
Pay Range: $22.11 - $29.47 The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customers needs are met. They will be responsible for the accurate and efficient opening…
Skills: Consultative Customer Service, Deposit Account Processing, Consumer Lending, Business Lending, Cross-selling
Burlington, Massachusetts, United States · On-site
$80k–$140k/yr
Who we are looking for Charles River for Private Markets is seeking a Product Manager, Real Assets to support a high performing team to execute the vision, strategy, creation, and advocacy of the core Charles River for P…
Skills: Product Management, Real Estate Investment, Infrastructure Investment, Business Acumen, Roadmap Communication
Atlanta, Georgia, United States · On-site
$117k–$222k/yr
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wid…
Skills: B2B Marketing, Field Marketing, Demand Generation, Account-Based Marketing, Event Planning
Boston, Massachusetts, United States · Hybrid
$126k–$155k/yr
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Dare to bring your unique perspective? At Novogradac, we value indiv…
Skills: Tax Management, Public Accounting, Client Relationship Management, Staff Supervision, Technical Tax Review
Stamford, Connecticut, United States · On-site
$120k–$203k/yr
About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and …
Skills: Asset Allocation, Portfolio Construction, Risk Assessment, Investment Advisory, Stochastic Modeling
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The role focuses on building and maintaining strategic relationships with institutional clients in the Canadian market to ensure retention and growth. Responsibilities include leading client engagements, conducting portfolio reviews, and collaborating with internal teams to onboard new accounts.
Candidates need 10+ years of investment industry experience with a deep understanding of Canadian institutional clients and capital markets. A CSC designation is required or must be obtained, while CFA/CAIA or an advanced degree is strongly preferred.
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.
We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the Canadian market. Based in our Toronto office, this individual will partner closely with the Director of Canada, Business Development Manager on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities.
The Relationship Manager will be focused on growing and maintaining existing relationships. They will play a key role in client retention efforts, including defense strategies, as well as cross-selling efforts. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations.
Responsibilities will include (but not limited to) the following:
We are looking for candidates with:
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 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 120,000 - 225,000This 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.
Trusted adviser to investors worldwide
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
Offices: 280 Congress Street, Boston, Massachusetts 02210, US · 80 Victoria Street, London, SW1E 5JL UK, GB · Level 30, 180 George Street, Sydney, NSW 2000, AU · 17F, Two International Finance Centre, 8 Finance Street, Hong Kong, Hong Kong, HK · Palace Building 7F, 1-1-1 Marunouchi, Chiyoda-ku, Tokyo, 100-0005, JP
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