External Wholesaler - Sub-Advised Insurance Distribution
Core
Develop and execute territory-based distribution strategies to increase adoption of Wellington's investment solutions within insurance-based investment products and sub-advised structures.
Role type
External Wholesaler (Sub-Advised Insurance Distribution)
Builds
Variable annuity and related sub-advised investment platforms for insurance carriers and distribution partners
Domain
Asset Management / Insurance Distribution
Deliverable
client delivery
Required skills
Insurance distribution expertise, territory strategy execution, partnership influence, investment and market expertise, value-add presentation delivery
Preferred skills
CFA, CAIA designation
Technologies
None stated
Responsibilities
Drive sales and adoption of Wellington investment strategies within insurance and sub-advisory platforms; Develop and maintain relationships with insurance company home office teams and carrier-affiliated wholesalers; Partner with insurance distributors to increase awareness and utilization of Wellington strategies; Deliver investment and value-add presentations, market insights, and portfolio reviews; Represent the firm at industry conferences and due diligence meetings; Provide market intelligence on industry trends and competitive activity
Seniority
Mid-Senior, hands-on IC