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 longterm view that aligns our perspectives with those of our clients.

About the Role

Position

The Specialist for the Business Operations & Strategic Delivery (BOSD) team will be part of the Client Platform COO Group. The COO team plays a critical role in the execution of the Client Platform strategy providing leverage for leaders across the platform in the running of their business lines driving scale and efficiency across the platform and partnering with infrastructure leaders to ensure critical operations run smoothly. The BOSD team will focus on key processes critical to the running of our business that span multiple teams across the platform with a focus on platform operations (including L&D and risk/regulatory processes) sales planning and strategic client relationships. The team also leads crossplatform initiatives focused on creating efficiencies and supporting growth.

The Specialist will be largely focused on our strategic client program working closely with the Client Service Director to partner with regional teams to drive commercially impactful strategic client initiatives and to deliver on priority growth opportunities. In addition to the strategic client program we expect the Specialist to also lead crossplatform strategic projects as capacity and interest allows.

Although the role will be based in Boston or London the Specialist will have a global remit and will work closely with all teams across the Client Platform.

Specific responsibilities include:

• Strategy setting: Builds and implements ongoing strategic client service delivery strategy in partnership with Client Service Director
• Client education and training: Owns the strategy design and execution of foundational client training and research sharing programs partnering closely with Strategic Partner sales teams to understand and align with client objectives/interest areas and commercial priorities
• Scale and govern centralized resources: Provides review and counsel to global business development teams on designing bespoke training programs to include curating a centralized resource library; leveraging technology to design and implement a centralized tracking system for senior leader mapping and relationship scaffolding; and providing oversight/management of the Global Macro Portal
• SRAC oversight and governance: Sets strategy for Strategic Relationship Advisory Council (SRAC) discussions in partnership with SRAC Chair & Vice Chair; serves as SRAC Secretary establishes KPIs and regular tools for measurement; mobilizes SRAC and other key stakeholders for review and collaboration/execution on big deals
• Host select strategic/tier 1 global clients prospects and consultants when they visit the firms global offices
• Partners with Client Service Director on key stakeholder management and regional engagement
• Leads crossplatform strategic projects that are critical to evolving the business working closely with key business partners

Qualifications

Specific qualifications include:

• 7 years experience in asset management (direct experience with sales teams an advantage)
• Proven project management skills organizational skills and ability to manage simultaneous projects across geographies and teams
• Effective verbal and written communication skills
• Direct experience or at least knowledge of the infrastructure required to support the business
• Global mindset and willingness to work flexible hours on occasion to foster close partnerships with global colleagues
• An awareness and understanding of the competitive landscape including key trends across large Asset Owners and Managers and a creative approach to thinking about how we showcase and commercialize our competitive advantages and key differentiators
• Ability to independently drive projects in a highly matrixed and collaborative team environment exercising sound judgment with regard to use of internal resources
• Ability to partner effectively with others across all levels of the organization seek a wider audience build consensus influence develop recommendations and act decisively
• Flexibility and grace under pressure; ability to adapt
• Entrepreneurial mindset enjoy building and having an impact rolling up sleeves and getting things done
• Fluency with Microsoft suite (specifically Excel Powerpoint CoPilot) and Tableau.

Not sure you meet 100% of our qualifications Thats 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 .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: