pIn 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. /pulliHybrid work: 4 days in office, 1 day remote /liliGlobal exposure /liliDiversity and equal opportunity /liliCollaborative culture /liliOpportunity to influence product messaging /liliPresent on a broad array of investment topics (Equities, Fixed Income, Multi-Asset)



and macro/thematic themes /liliDrive flows by representing investment strategies to Financial Advisors and Private Bankers /liliCollaborate with Italian distributors to message and position Wellington strategies /liliCoordinate with Portfolio Management and Product Management teams across regions for alignment /liliLead product roadshows, client conferences, and internal training; be the primary contact for follow-ups /lili10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private Bank/Distributor environments /liliExperience with Financial Intermediary clients and knowledge of local distributors preferred /liliExperience representing multi-asset strategies; European language skills (Italian and English) required /liliStrong interpersonal/communication skills and ability to build trust with distributors and clients /liliExcellent presentation skills and gravitas; ability to work under pressure and meet tight deadlines /liliWillingness to travel; team-oriented with collaborative mindset /liliTeam orientation /liliAbility to work under pressure /liliCapital markets knowledge /liliInvestment philosophy and process understanding /li /ul #J-*****-Ljbffr

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