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 of the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to define, design, and drive adoption of a technology-led sales organization. This role will also be responsible for working with the Technology team to ensure clear business requirements while working with the end users to ensure that the technology and data are fully implemented and being leveraged. The successful candidate will be practical and action-oriented and have a history of demonstrating strong business judgement when making decisions. The sales enablement function will operate as part of our Client & Product Strategy (“CPS”) team which serves as the firm's center of excellence for industry and competitive insights and partners closely with product and sales teams horizontally across our Client Platform.

RESPONSIBILITIES

Responsibilities include:

• Establish and lead a new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global Wealth and the Global Institutional business over time.
• Partners with sales leadership to develop go-to-market strategies, enhance sales productivity, and recommend process enhancements
• Generate actionable insights that drive targeted and effective sales activities in partnership with sales leadership
• Identify and integrate industry-leading data repositories to ensure comprehensive and accurate information for strategic decision making.
• Partner with Technology to design and deploy cutting-edge technology systems to optimize operational efficiency and support sales initiatives.
• Create the processes and systems to deliver actionable insights to sales teams.
• Collaborate closely with marketing to enhance the advisor experience and engagement strategies.
• Track and measure impact on sales performance.

ESSENTIAL SKILLS

• Strong Communication and Collaboration Skills: Demonstrates the ability to actively champion strategic initiatives, inspiring others to follow their vision. They excel in fostering a collaborative environment, ensuring seamless teamwork and effective communication across all levels of the organization.
• Expertise in Sales Psychology and Strategy: Holds a strong understanding of sales psychology and strategy, enabling them to drive sales efficiency and effectiveness. They leverage psychological insights to craft compelling sales approaches and strategies.
• Strategic Thinking: A strategic thinker with the ability to drive sales efficiency and effectiveness. They possess the foresight to anticipate market trends and adapt strategies accordingly, ensuring sustained growth and success.
• Cross-Functional Collaboration: Demonstrates the ability to partner closely with technology, finance, sales, marketing and Client & Product Strategy functions to execute initiatives. They ensure alignment across all departments to achieve organizational objectives.
• Growth Mindset: Exhibits a growth mindset, characterized by flexibility and openness to continuous learning, evolution, and growth. They embrace challenges and view them as opportunities for development, fostering a culture of innovation and improvement.
• Technical Proficiency in Enablement Workflow: Has a deep understanding of the technical requirements across the enablement workflow, ensuring that all processes are optimized for efficiency and effectiveness.

QUALIFICATIONS

• Over 10 years of experience, preferably in a similar role.
• Proven track record developing and/or leading US Wealth sales enablement within an asset management firm.
• Extensive background in sales enablement and/or data & analytics.
• Strong academic background, proven analytical and writing abilities, effective communication skills, and meticulous attention to detail.
• Demonstrated success in improving sales performance.
• Comprehensive understanding of asset management and deep knowledge of the US Wealth market.
• Proficient in related technology tools such as Salesforce, Adobe, Tableau, Seismic, etc.
• Bachelor's degree required.

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:

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)