Latin American Relationship Manager - Americas Institutional Group (AIG) at Wellington Management in Boston, MA

Job description

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 POSITION OVERVIEW We are seeking a Latin America Relationship Manager to support the Americas Institutional Group (AIG) and independently lead a portfolio of institutional client and distribution-partner relationships across Latin America. The Relationship Manager will serve as a central point of contact for clients and internal partners, combining broad investment knowledge with disciplined relationship stewardship and execution across complex servicing requirements. The successful candidate will bring a strong understanding of the region's institutional markets, including client decision-making and servicing models, intermediary and distribution ecosystems, distribution and due diligence requirements, applicable regulatory and contractual considerations, and market trends shaping client priorities and business development opportunities. The Relationship Manager will partner closely with Business Development Managers on shared accounts and collaborate with investment teams, Legal, Compliance, Operations, and other functional partners to support retention, business development priorities, and high-quality client outcomes. Success in this role requires the ability to operate independently, lead senior-level investment dialogue, manage multiple complex relationships, and coordinate effectively across a global investment organization. RESPONSIBILITIES Client and Distribution-Partner Leadership Independently and proactively lead client and distribution-partner engagements across Latin America. Develop a deep understanding of client investment objectives, decision-making structures, portfolio review needs, servicing expectations, and matters requiring escalation across the region. Serve as a central point of contact internally and externally across institutional relationships, distribution partners, platforms, and other regional stakeholders. Lead senior-level investment dialogue and respond to client inquiries across fixed income, equity, multi-asset, and asset allocation portfolios. Build trusted relationships and represent client priorities across the firm. Retention and Business Development Partnership Partner closely with Business Development Managers on shared accounts. Provide strategic support on client retention, defense strategies, and cross-selling opportunities. Drive follow-through on active business development priorities and agreed client commitments. Identify relationship risks, evolving client priorities, regional market trends, and opportunities for broader engagement and business development. Balance client objectives, commercial priorities, and applicable firm requirements. Client Servicing and Operational Coordination Coordinate complex operational requirements, including distribution agreement mapping and setup, due diligence support and escalation, trade issues, payment inquiries and cycles, fund servicing, and platform-related inquiries. Work closely with subject matter experts across the firm to onboard new accounts, process cash flows, and address client issues and opportunities. Maintain compliance with applicable legal, regulatory, contractual, and firm requirements. Manage training, knowledge sharing, and other servicing commitments and contractual obligations for strategic clients across the region. Coordinate internal stakeholders and maintain accountability for client deliverables and timely issue resolution. Process Improvement and Team Contributi