Client Transitions Analyst

Wellington Management

Client Transitions Analyst managing operational aspects of client and fund transitions for Wellington Management. Coordinating with teams to ensure risk management and operational efficiency in transitions.

Posted 6/5/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Ensuring the timely and consistent delivery of account opening documentation for new client accounts
Orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing
Initiating account record set-up for new accounts and/or portfolios; reviewing and approving new account set-ups; facilitating proper use of internal trade restriction flags
Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
Assisting with transition manager asset-in-kind coordination and asset carve out for client flows, including creating a representative account or reviewing client accounts, reviewing asset lists for transferability, facilitating internal reviews and signoffs
Working with Investors to create model accounts for transitions, including account set-up, legacy portfolio review, asset set-up, pricing and loading legacy assets
Coordinating the reconciliation, moratorium review and loading of external transition management trade execution files for new or existing accounts

Requirements

What you’ll need

Bachelor's degree with 3-5 years relevant investment industry experience
Exposure to investment operations and risk management environment would be preferred
Advanced degrees, language skills, and/or progress towards the CFA designation are viewed favorably
Must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and sound business judgment
He or she must be able to resolve complex operational issues and possess strong written and verbal communication skills
Required to work independently as well as contribute to a cohesive team atmosphere both globally and in Boston or Needham

Benefits

Comp & perks

Health and wellbeing
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account opening documentationasset in-kind processingaccount record set-uptrade restriction flagstransition managementreconciliationtrade execution filesportfolio reviewasset set-uppricing

Soft Skills

analytical abilitybusiness judgmentwritten communicationverbal communicationproblem-solvingteam collaborationindependenceattention to detailtime managementadaptability

Certifications

Bachelor's degreeCFA designation