Wealth Retail Business Sales Specialist

**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. **About the Role** ================== The Position We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day\-to\-day advisor engagement, inbound triage, meeting follow\-up, and opportunity acceleration, ensuring financial advisors receive timely, accurate, and high\-quality support across inquiries, materials, scheduling, and Salesforce documentation. Responsibilities The Sales Specialist is a professional who increases wholesaler capacity by handling day\-to\-day advisor engagement, triage, follow\-up, inquiries, and opportunity acceleration. They own tactical execution that keeps the sales engine running while ensuring advisors receive timely, accurate, value\-add responses. **What This Role Owns** * Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions * Timely, accurate follow\-up – “first call resolution” * Escalation routing to wholesalers when higher\-touch engagement is needed * All follow\-up actions from meetings, events and campaigns * Continuous outreach to keep opportunities warm and progressing * Maintain clean accurate Salesforce documentation * Sending the right product materials, market commentary, case studies, and product comparisons based on advisor needs * Customized approved content for