Talent.com
Client & Product Strategy Specialist
Client & Product Strategy SpecialistWellington Management Company • Boston, MA, United States
Client & Product Strategy Specialist

Client & Product Strategy Specialist

Wellington Management Company • Boston, MA, United States
9 days ago
Job type
  • Full-time
Job description

Client & Product Strategy Specialist page is loaded## Client & Product Strategy Specialistlocations : Boston, MA, United Statestime type : Full timeposted on : Posted 3 Days Agojob requisition id : R92788#

  • 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 POSITIONThe Client & Product Strategy (CPS) team informs the firm’s product strategy and sales focus. The team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns.The Client and Product Strategy Specialist will work closely with CPS and firm leaders on strategic projects and forward-looking product development. The specialist will work as part of CPS teams that operate cross functionally to help shape the firm’s future product offerings and drive growth.As a CPS specialist, your analytical, communication, project management, creative thinking, and leadership skills will be called upon from day one. You will be rapidly pulled into projects central to the future of the firm often working side-by-side with senior leaders.Every day will be different but you can expect the role to include :
  • Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products
  • Monitoring industry developments and competitors’ strategy to inform product development decisions
  • Developing hypotheses and executing analysis; translating data into meaningful insights; presenting recommendations to key decision makers
  • Structuring and managing complex projects; planning workflows; executing against those plans
  • Developing talent and serving as a mentor to junior team membersSuccessful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington.# ## THE PERSONCandidates for the CPS Specialist role should bring experience with strategy projects, industry research and data analytics. Critical traits include intellectual curiosity, and a strong work ethic combined with excellent written and verbal communication skills.The ideal candidate will have :
  • 5-7 years of experience, preferably in strategy consulting or corporate strategy
  • The ideal candidate will bring Asset Management expertise and product knowledge
  • Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy
  • Excellent organizational, project management skills and attention to detail
  • Ability to translate strategic questions into specific and actionable analysis
  • Excellent written, oral and interpersonal communication skills
  • Creative problem-solving skills, solutions-oriented mindset
  • Strong business judgment, curiosity, comfort with ambiguity
  • Ability to foster innovation and drive outcomes in spite of complexity and imperfect information
  • Drive and action-orientation
  • Ability to work independently and with a team
  • Leadership skills, grace under pressure, flexibility, ability to get things done
  • MBA, CAIA, and / or CFA are preferredNot sure you meet 100% of our 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
  • race, 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 65,000 - 150,000This 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.

#J-18808-Ljbffr

Create a job alert for this search

Client Specialist • Boston, MA, United States

Related jobs
Strategy Consultant - Healthcare - USA

Strategy Consultant - Healthcare - USA

Decimal • Boston, MA, United States
Full-time
Consultant - Healthcare - US Boston, MA •Full time.We are seeking a highly skilled and motivated Strategy Consultant to join our health system advisory & studio team, specializing in the U.Our team ...Show more
Last updated: 30+ days ago • Promoted
Product Specialist

Product Specialist

META • Cambridge, MA, United States
Full-time
Meta), formerly known as Facebook Inc.When Facebook launched in 2004, it changed the way people connect.Apps and services like Messenger, Instagram, and WhatsApp further empowered billions around t...Show more
Last updated: 18 days ago • Promoted
Client Partner [Capital Markets]

Client Partner [Capital Markets]

ClifyX • Boston, MA, US
Full-time
Customer Relationship Management.Domain : US Capital Markets; Capital Markets and Financial Services.Show more
Last updated: 30+ days ago • Promoted
Senior Client Advisor-Small Business and Tax

Senior Client Advisor-Small Business and Tax

H&R Block • Easton, MA, US
Full-time
Senior Client Advisor Small Business And Tax.Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusiv...Show more
Last updated: 27 days ago • Promoted
Clinic Director / Partner (Licensed Physical Therapist)

Clinic Director / Partner (Licensed Physical Therapist)

Ivy Rehab Network • Taunton, MA, United States
Full-time
Join Ivy Rehab's dedicated team where you're not just an employee, but a valued teammate! Together, we provide world-class care in physical therapy, occupational therapy, speech therapy, and applie...Show more
Last updated: 30+ days ago • Promoted
Senior Consultant, Experience & Business Strategy, Lifesciences

Senior Consultant, Experience & Business Strategy, Lifesciences

Beghou Consulting • Boston, MA, United States
Full-time
Beghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology.From developing go-to-m...Show more
Last updated: 25 days ago • Promoted
Business Process Specialist, Private Client Services

Business Process Specialist, Private Client Services

Marsh LLC • Boston, MA, United States
Permanent
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...Show more
Last updated: 30+ days ago • Promoted
Enterprise Strategy Associate

Enterprise Strategy Associate

HarbourVest Partners • Boston, MA, US
Full-time
Enterprise Strategy Associate (Boston).For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solution...Show more
Last updated: 30+ days ago • Promoted
Private Client Financial Advisor

Private Client Financial Advisor

Citizens Bank • Danvers, MA, United States
Full-time
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Private Client Financial Advisors (PCFAs). The Citizens PCFA is a branch-based adviso...Show more
Last updated: 14 days ago • Promoted
Strategy Consultant

Strategy Consultant

UNAVAILABLE • Boston, MA, United States
Full-time
Profitero+ is the leading digital commerce company, trusted by more than 4,000 brands worldwide.We help brands break down silos and turn data into decisive action through intelligence-driven, end-t...Show more
Last updated: 30+ days ago • Promoted
Product Specialist

Product Specialist

Amphenol PCD • Beverly, MA, United States
Full-time
This role supports both tactical execution and strategic initiatives within the product management team.As a key contributor, you'll take ownership of monthly order targets, manage pricing strategi...Show more
Last updated: 18 days ago • Promoted
OSC Sensors Strategy Lead

OSC Sensors Strategy Lead

Raytheon • Andover, MA, US
Full-time
Operations and Supply Chain Sensors Strategy Lead.At Raytheon, the foundation of everything we do is rooted in our values and a higher calling to help our nation and allies defend freedoms and det...Show more
Last updated: 30+ days ago • Promoted
Strategy Director

Strategy Director

829 Studios • Boston, MA, United States
Full-time
The Strategy Director at 829 Studios plays a pivotal role in steering the development and execution of comprehensive marketing strategies and campaigns. This role demands a profound understanding of...Show more
Last updated: 3 hours ago • Promoted • New!
Client Experience Associate - Technical Specialist

Client Experience Associate - Technical Specialist

Exela Enterprise Solutions • Boston, MA, United States
Full-time
XBP Global is a workflow automation leader that leverages decades of industry experience, global footprint and Agentic AI to rethink business process automation and enable digital transformation fo...Show more
Last updated: 11 days ago • Promoted
Strategy Consultant

Strategy Consultant

Boston Staffing • Boston, MA, US
Full-time
Citizens is seeking a dynamic and intellectually curious Innovation Consultant to join our high-impact team.This role offers a unique opportunity to work on a team that directly supports Citizens' ...Show more
Last updated: 22 days ago • Promoted
Mission-Critical Client Leader — Hybrid, Strategic Growth

Mission-Critical Client Leader — Hybrid, Strategic Growth

DLR Group • Boston, MA, United States
Full-time
A leading design firm in North Carolina seeks a Client Leader to drive strategic growth in its Mission-Critical practice. The ideal candidate will manage key client relationships, oversee complex pr...Show more
Last updated: 14 hours ago • Promoted • New!
Risk Management and Policy Specialist

Risk Management and Policy Specialist

Eclaro • Canton, MA, United States
Full-time
Risk Management and Policy Specialist.Ready for a rewarding opportunity in the Financial Services Industry? ECLARO is looking for a. Risk Management and Policy Specialist.ECLARO's client is a market...Show more
Last updated: 25 days ago • Promoted
Developmental Specialist Transitions Program

Developmental Specialist Transitions Program

American Training, Inc. • Wakefield, MA, United States
Full-time
American Training has been selected as a.Massachusetts by the Boston Globe.This Award is a testimony to the creative talent, knowledge and experienced Colleagues we have on our team.We are looking ...Show more
Last updated: 26 days ago • Promoted