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Wellington Client & Product Strategy Director in Boston, Massachusetts

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 Client & Product Strategy (CPS) team informs the firm’s strategy and resource allocation. 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, sales campaigns, and business planning for the Client Platform.

The Director of Client and Product Strategy will combine analytical skills, project management, industry insights, investment acumen and strategic vision to shape the firm’s product offerings and drive growth. In partnership with the Head of CPS and Director of Product Development, this role will manage projects for senior leaders, contribute to new product development and evolve Wellington’s approach to using competitive data to drive sales.

Key responsibilities of the role are:

• Partnering with the Head of CPS to develop measurable new ways to drive sales growth using competitive data

• Partnering with the Head of Product Development to develop new products and funds and develop processes to support product and fund prioritization and launch decisions.

• Leading complex strategic projects for senior Wellington leaders to provide data-driven insight and aid decision making.

• Maintaining deep understanding of client needs, competitive dynamics, regulatory trends, and market movements across multiple asset classes, including Alternatives.

• Developing next generation talent within the CPS function through our apprenticeship model.

• Identifying opportunities for growth and scale across the product and fund platform


The ideal candidate will have:

• Extensive experience in, and deep knowledge of, the asset management industry. Likely including experience in strategy consulting, corporate strategy, competitive intelligence and/or industry research

• Demonstratable project management skills

• Ability to translate complex strategic questions into specific and actionable analysis

• Ability to influence leaders across the organization, leveraging industry expertise, data-driven insights and presentation skills

• Collaborative and flexible approach

• Comfort with consensus-based decision making

• Strong communication skills, both written and verbal

• Creative, driven and action-oriented

• Talent development mindset

• Ability to foster innovation and drive outcomes in spite of complexity and imperfect information


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 .

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 100,000 - 225,000

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)

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.

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