Teams at Wellington Management

Leads the U.S. Wealth investor services function supporting advisors, investors, and intermediary partners. Owns the end-to-end investor lifecycle, including onboarding, AML/KYC, subscriptions, redemptions, transfers, account maintenance, and reporting. Builds scalable servicing models, SLAs, escalation processes, and KPI frameworks while improving workflows through technology and automation. Manages teams, cross-functional initiatives, platform relationships, operational efficiency, compliance, and service quality across alternative investment products.

Provides comprehensive administrative support to the Investment Grade Private Credit team, including complex calendar management, meeting and event coordination, expense reporting, domestic and international travel planning, relationship management, cross-coverage for executive assistants, and ad hoc project assistance. The role requires strong organization, discretion, proactive problem-solving, multitasking, deadline management, and advanced Microsoft Office skills in a hybrid environment requiring at least four days per week in the office.

Review and advise on marketing materials for registered funds to ensure compliance with Investment Company Act, SEC Marketing Rule, FINRA Rule 2210, and Rule 482. Draft disclosures, conduct compliance testing, monitor regulatory developments, assess marketing compliance risks, coordinate with global compliance teams, deliver training, maintain policies and applications, and support examinations and stakeholder communications.