Investment Platform Business Strategist, Office of the COO

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 POSITION

Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross‑platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group’s investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department’s technology needs and maximize the value of technology investment by driving change management, socialization, and adoption. This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact. Essential Skills Strategic vision for technology‑enabled transformation – The Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large‑scale initiatives that transform Investment Platform processes via new workflows and technology. The ideal candidate will have a proven track record driving and successfully delivering complex, cross‑functional projects and translating between business objectives and technology needs. Leadership through superior collaboration, communication, and influencing skills – The successful candidate will build strong, trusting relationships internally with investors, senior leadership, and colleagues within Infrastructure. The ability to provide a point of view, ask probing questions, and challenge the status quo is critical, as is the humility to admit mistakes and learn from others. They should clearly communicate a strategic vision, integrate viewpoints, build agreement, and mobilize across all levels of the organization. Growth mindset – The flexibility and openness to continue learning, evolving, and growing as a technology strategist. The ideal candidate will have a global perspective and creative approach for thinking about innovation within the broader asset‑management industry. Primary Responsibilities Engage with management and investors to build deep relationships and develop mastery in the teams’ investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and investors. Communicate and educate investors on the technology strategy and guide them through technology transitions. Work with the Head of their Investment Platform function to promote business accountability and strategic alignment. Drive investment discipline and the technology strategy and roadmap to enable profound integration of technology into the department. Use strong judgment and domain expertise to prioritize and enable the department’s infrastructure needs, making trade‑offs when necessary. Capture business requirements and raise capability requests to technology product owners so the needs are represented in broader capability plans and priorities. Collaborate with platform leadership, IT, and infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization. Qualifications 5–8 years of experience in a strategist, business/product management, investment, trading, or investment technologist role in asset management, ideally with exposure to equity, fixed income, alternative or hedge fund investment strategies. Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large‑scale initiatives. Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects. Credibility to engage productively with senior investors and leaders, including the ability to constructively challenge the status quo and solve problems. Demonstrated ability to engage the organization appropriately, ensuring all relevant parties and functional groups are informed, involved, and engaged. Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary. Capacity for differentiated thinking and ability to solve problems effectively. Strong academic credentials; an MBA and/or CFA (or equivalent) is preferred. 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 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 View email address on click.appcast.io. Compensation Base salary range for this position is: USD 90,000 – 180,000. 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. Wellington also offers a comprehensive and high‑value benefit package that includes a retirement plan, health and wellness programs, dental, vision, and pharmacy coverage, a health‑savings account, flexible‑spending accounts and commuter programs, an 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 time, 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, employees work from the offices four days a week with the flexibility to work remotely one day a week, supporting our mission to deliver investment excellence to clients and their beneficiaries over the long term. #J-18808-Ljbffr SwiftCruit