Business Associate Client

WELLINGTON MANAGEMENT

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 50 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 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.

The Client Platform

The Client Platform is a global team focused on building and deepening relationships with prospects clients and consultants. Working closely with Wellingtons investment professionals the team helps clients navigate complex investment challenges understand their unique objectives and identify the investment strategies portfolios and solutions best suited to their needs. The platform includes professionals across business development relationship management and product management who support a diverse range of institutional investors including public pension funds central banks insurance companies endowments foundations retirement plan sponsors and mutual fund sponsors.

About the Role

The Business Associate (BA) role is an exciting opportunity for graduating undergraduate students interested in exploring career paths within the investment management industry. Based in Boston and aligned with our Client Platform this role provides exposure to our business clients and culture while helping Associates develop the skills needed to succeed in a collaborative and fast-paced environment. Associates are placed on teams based on a combination of their skills interests and business their roles Associates take on meaningful responsibilities work closely with colleagues across the firm and contribute to their teams priorities while building a strong foundation for their careers. We expect new Associates to join the firm in July 2027. Upon joining Associates participate in Basecamp our onboarding program designed to provide foundational knowledge of Wellington our clients the investment management industry and our culture while helping new joiners build connections across the firm.

What Youll Do

As a Business Associate within the Client Platform you may:

• Assist with analytics market research and competitor analysis

• Contribute to projects and initiatives that support the Client Platforms business objectives

• Participate in cross-functional meetings and collaborate with colleagues across the firm

• Support the qualification and coordination of Requests for Proposal (RFPs) partnering with colleagues across the firm to ensure timely and effective responses

• Prepare presentation materials briefing materials and other collateral for prospect calls client meetings and business development opportunities

• Coordinate follow-up actions from prospect and client meetings and respond to ad hoc requests as needed

• Maintain and update Salesforce to support client and prospect relationship management activities

What Youll Gain

As a Business Associate you will gain exposure to Wellingtons global business clients and the investment management industry while developing skills that support long-term career success. Through your day-to-day responsibilities you will build relationships across the firm deepen your understanding of how Wellington serves clients around the world and gain insight into the many functions that support our business. You will have the opportunity to learn from experienced colleagues contribute to your teams priorities and develop a broad perspective on the firm and the investment management industry. The experience relationships and knowledge you build will provide a strong foundation for continued growth and career development at Wellington.

Who Should Apply

• Undergraduates from all majors graduating with a bachelors degree between Fall 2026 and Summer 2027

• Demonstrated interest in investment management

• Proficiency in Microsoft Office specifically Word PowerPoint and Excel

• Demonstrated academic achievement

• Proven leadership experience and participation in community service and extracurricular activities

• Highest ethical standards and integrity

• Strong organizational skills attention to detail and the ability to manage multiple priorities

• Strong quantitative analytical and problem-solving skills with the ability to synthesize information

• Highly motivated self-starter with intellectual curiosity a strong work ethic and professionalism

• Ability to thrive in a collaborative fast-paced environment

• Curious and adaptable with experience in exploring and applying emerging technologies and AI tools to solve problems improve how work gets done and support better decision making

This position is not eligible for visa sponsorship.

The deadline to apply is October 2 2026.

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Not sure you meet 100% of our qualifications Thats 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 considers all qualified applicants will receive 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

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: