Strategist, Investment Platform Business Enablement

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

Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology.

The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group’s investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department’s technology needs and maximize the value of technology investment by driving change management, socialization, and adoption.

This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact.

ESSENTIAL SKILLS

The following essential skills are required for the role :

• Strategic vision for technology-enabled transformation – The Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform Investment Platform processes via new workflows and technology. The position requires being able to think creatively about new ways to amplify the success of our investment professionals by reimaging the tools they use every day. Our investors use a wide range of investment processes and instruments – the successful candidate will demonstrate an ability to understand and improve these sophisticated and complex investment styles through the lens of technology. The ideal candidate will have a proven track record driving and successfully delivering complex, cross-functional projects and translating between business objectives and technology needs.
• Leadership through superior collaboration, communication, and influencing skills – The successful candidate will enjoy contributing to a highly collaborative environment. The Strategist will build strong, trusting relationships internally with investors, senior leadership, and colleagues within Infrastructure. The ability to provide a point of view, asking probing questions, and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to clearly communicate a strategic vision (both verbally and in writing), integrate numerous viewpoints, build agreement, and mobilize / influence across all levels of the organization is critical. In the context of a collaborative organization, the ideal candidate will have the leadership experience to be able to make and own key decisions, weighing trade-offs and then incorporating the context of the broader firm.
• Growth mindset – The flexibility and openness to continue learning, evolving, and growing as a technology strategist. This position sits at the intersection of business, investments, and technology such that even the most experienced candidate will have lots to learn in order to maximize their impact and the successful candidate will be energized by the growth opportunities and hungry to continue learning in the role. The ideal candidate will have a global perspective and creative approach for thinking about innovation within the broader asset management industry.

PRIMARY RESPONSIBILITIES

QUALIFICATIONS

Additional qualifications and individual characteristics include :

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. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), 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, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is :

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition / CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

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