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.
The Client & Product Strategy (CPS) team informs the firms product strategy and sales focus. The team serves as the firms 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 firms 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 members
Successful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington.
Candidates 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 preferred
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:
USD 65000 - 150000This 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 salaryis only one component of Wellingtons 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 absencepaid holidays volunteer sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our 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.
Required Experience:
IC
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more