Market Research and Competitive Intelligence Lead

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 COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. 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.

THE POSITION

This role sits within the firm's Enterprise Strategy Office, which reports into the CEO, and is primarily aligned with the Firm & Product Strategy function. This function 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 and product prioritization.

The Competitive Intelligence and Market Research Lead will play an important role in shaping Wellington's product strategy and positioning. This individual will leverage competitive insights to inform product development, guide fund prioritization, and partner with product management and sales teams to optimize how our products are positioned in the marketplace. The ideal candidate will bring a passion for data-driven industry research, knowledge of the asset management industry and its key data providers such as eVestment, Broadridge and Morningstar, a collaborative working style, a commercial mindset, and a strong desire to grow and learn.

Key areas of responsibility include:

• Maintain a rich understanding of industry trends, competitor strategies, client needs, and regulatory developments across asset classes
• Own and manage Wellington's relationships with industry research and data vendors. Manage our portfolio of tools and data by monitoring new capabilities and recommending purchase and usage
• Broadly distribute market and competitor insights through the development of new management reporting as well as ad hoc communications
• Support critical management decision making through custom analysis and thought partnership
  • Inform product development and fund prioritization through competitive intelligence and market analysis
  • Develop frameworks and processes to support product launch decisions and ongoing prioritization
  • Identify opportunities to scale and enhance Wellington's product and fund platform
• Partner with Product Managers and Portfolio Advisors to develop compelling product and fund positioning informed by competitor knowledge
• Contribute to the development of next-generation talent within the CPS function through mentorship and apprenticeship

THE PERSON

• The ideal candidate will have:
• 6-12+ years of experience
• Knowledge of the asset management industry. Likely including experience in strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
• Ability to translate complex strategic questions into specific and actionable analysis
• A commercial mindset and strong track record of collaborative leadership
• Proven ability to manage complex projects and deliver strategic insights
• Exceptional communication and presentation skills, with the ability to influence senior stakeholders
• Comfort operating in a consensus-driven environment
• A passion for developing talent and fostering innovation
• Ability to thrive in a dynamic environment with evolving priorities and incomplete 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 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 View email address on click.appcast.io.

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 90,000 - 180,000

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)

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.