Dir, Investment Platform Finance

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 Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company’s overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to : i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.

RESPONSIBILITIES

Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform.

Drive cost efficiency and operational excellence across the financial and administrative processes.

Support the business lines on modeling & analytics.

Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives.

Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization’s core values and long-term vision.

Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations.

Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.

Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.

Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions.

Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams.

Contribute to development of business plans with a focus on estimating costs and profitability.

Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.

Continuous evaluation and support for cost allocation, transparency, problem-solving and execution.

Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.

Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.

QUALIFICATIONS

Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.

Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment.

Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success.

Proven track record of leading financial planning processes and delivering high-quality analysis and insights.

Strong understanding of financial principles, accounting standards, and financial modeling techniques.

Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability.

Proven problem-solving and analytical skills coupled with rigorous decision-making process.

Superior interpersonal and communication skills.

Strategic thinker with the ability to provide forward-looking analysis and recommendations.

Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.

Demonstrated ability to : i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology / applications, and iii) solve problems in a creative manner.

Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.

Strong applications skills – Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus

Financial modeling knowledge and application.

Equal Opportunity

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.

Compensation and Benefits

Base salary range for this position is : USD 100,000 - 225,000.

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.

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