OverviewIn this role you will be the go-to investment content advocate for Financial Intermediary clients in Italy, translating Wellington's expertise into clear, client-ready messaging.
You will serve as a funds expert across equities, fixed income and multi-asset strategies, and articulate macro and thematic viewpoints to distributors.
You will collaborate with global teams to support asset-raising and client retention in the Italian retail market.
You will lead product roadshows and client trainings, helping distributors navigate Wellington's investment offerings.
This is a chance to shape client engagement and drive tangible flows in a globally connected firm.
Retribuzione / BenefitsHybrid work: 4 days in office, 1 day remote
Global exposure
Diversity and equal opportunity
Professional development
Collaborative culture
Opportunity to influence product messaging
ResponsabilitàPresent on a broad array of investment topics (Equities, Fixed Income, Multi-Asset) and macro/thematic themes
Drive flows by representing investment strategies to Financial Advisors and Private Bankers
Collaborate with Italian distributors to message and position Wellington strategies




Coordinate with Portfolio Management and Product Management teams across regions for alignment
Lead product roadshows, client conferences, and internal training; be the primary contact for follow-ups
Requisiti fondamentaliUndergraduate degree required
10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private Bank/Distributor environments
Experience with Financial Intermediary clients and knowledge of local distributors preferred
Experience representing multi-asset strategies; European language skills (Italian and English) required
Strong interpersonal/communication skills and ability to build trust with distributors and clients
Excellent presentation skills and gravitas; ability to work under pressure and meet tight deadlines
Willingness to travel; team-oriented with collaborative mindset
Interpersonal/communication skills
Team orientation
Ability to work under pressure
Capital markets knowledge
Investment philosophy and process understanding
Cross-asset investment experience

📌 Portfolio Advisor (Milan) (Varese)
🏢 Wellington Management
📍 Varese