Investor Services Fund Specialist
Not Disclosed•Full-TimeHybrid
location_onMayor's Walk, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States
About Us
Wellington Management offers comprehensive investment management capabilities spanning 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 Role
The Fund Specialist sits within the Investor Services team and serves as a key point of contact for fund-related servicing requests, onboarding activities, and ongoing investor support. This client-facing role is designed to ensure the accurate, timely, and compliant execution of responsibilities throughout the full client lifecycle. You will act as a highly collaborative partner, coordinating across multiple internal teams to deliver high-quality operational and servicing support to investors across Wellington-sponsored funds and pooled investment vehicles.
In this position, you will navigate a fast-paced environment where strong judgment and disciplined data management are essential. Your day-to-day involves managing complex operational inquiries, coordinating investor onboarding and offboarding, and maintaining rigorous data hygiene to support operational integrity and regulatory readiness. You will work closely with Client Group teams, Fund Reporting, Trust Operations, Finance, Tax, Compliance, and Product Management to ensure a consistent, high-quality investor experience.
Hiring Process
Not 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.
Culture & Work Model
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.
Equal Opportunity
Wellington Management is dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skills, workplace experiences, and backgrounds. As an equal opportunity employer, we consider all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, 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 and require an accommodation to apply, please email us at GMWTalentOperations@wellington.com.
Similar Job Opportunities
Skills, education and keywords
Skills: Dol Form 5500, KYC, Client Due Diligence, Transfer Agency, Fund Operations, Investor Services, Collective Investment Vehicles, Fund Structures, Subscriptions, Redemptions.
Education: Bachelor's degree or equivalent experience required.
Frequently asked questions about Investor Services Fund Specialist at Wellington Management
What does a Investor Services Fund Specialist at Wellington Management do?expand_more
Day-to-day, the Investor Services Fund Specialist at Wellington Management will serve as primary contact for investor and internal partner fund servicing inquiries; coordinate responses to fund servicing requests including reporting and transfer agency queries; communicate relevant fund information and changes to investors; and coordinate investor onboarding and offboarding activities including subscription documentation.
What are the requirements for this Investor Services Fund Specialist role?expand_more
Wellington Management is looking for candidates who meet the following requirements: Bachelor's degree or equivalent experience; and 3+ years of experience in investment management, fund operations, investor services, trust, or a related financial services role.
Where is the Investor Services Fund Specialist role at Wellington Management located?expand_more
Investor Services Fund Specialist at Wellington Management is based in Mayor's Walk, Beacon Hill, Boston, Suffolk County, Massachusetts, 02108, United States. This is a hybrid role.