<Back to Search
Regional Director - Wealth (Wholesaler)
East Boston, MAMarch 31st, 2026
About UsWellington 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 RoleWe are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Southern region financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.QUALIFICATIONSBachelors degree7-10 years of demonstrated success in external sales with financial advisors and wire houses in regionProven background in asset management and alternative investmentsExpertise in managing a large territory including optimizing time allocation to maximize salesExcellent communication & presentation skills with an ability to influence othersStrong ability to easily establish and maintain relationshipsAbility and desire to learnSeries 7 & 63Proficient in Salesforce, Excel, and OutlookCFA or CAIA additive but not requiredNot 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.
Showing all 2,948 matching similar jobs
- Vice President of Strategic Sourcing & Category Management
- Chief Operating Officer (COO) & Country Head
- Vice President, Client Operations New Business Implementation
- Head of Marketplace
- Vice President, Commercial CMC
- Senior Vice President, Group Account
- Vice President, DMPK
- Vice President of TPA Sales
- Vice President of Regional Asset Management
- Vice President of Integrated Kidney Care Operations
- Vice President, Retail Business Development
- Senior Vice President, BrandEast Boston, MAApril 1st, 2026
- VP, Leveraged Finance Execution & Deal Structuring
- Chief People Officer (CWC)
- Vice President, Transaction Services
- Head of Fintech Partnerships
- Senior CCRC Executive Director & Operations Leader
- Regional Field Leader, Kidney (WI, MN, ND, SD, NE, and Chicago, IL)
- Strategic Market Director – Lead Omni-Channel Growth
- Associate Director Sales Channel/Affiliates
- Remote Associate Director, Sales Channel & Affiliates
- Global Biopharma Sales Director - Remote
- Strategic Account Director
- Territory Manager
- Marketing Specialist Principal (State Public Sector and National Accounts) - Remote
- Associate Partner - SAP Business AI Architect
- Outside Sales Account Manager
- Client Partner
- Head of Benefits
- Vice President, Key Account - Target
- Pharmacy Executive
- Executive Compensation
- Major Accounts Sales Executive
- Senior Account Manager - US
- Regional Account Liaison - BioPlus Specialty Pharmacy (Greater Boston Territory)
- Head of Wealth Management
- Senior People Business Partner
- Technology Sales Director- Retail
- Field Sales Representative
- Specialty Account Manager - Minneapolis, MN