What are the responsibilities and job description for the Business Intelligence Lead position at Wellington Management?
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
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 Business Intelligence Lead for the Client Platform will drive strategic development and delivery of high‑quality business intelligence capabilities for the Client Platform. The role will support Client Platform Finance & BI function and will be responsible for advancing the Business Intelligence vision, delivering high-impact analytics, and enabling data-driven decision-making across the Client Platform, and in alignment with firmwide Infrastructure and Investment Platforms. The successful candidate will engage with business stakeholders to deliver meaningful insights, translate business questions into scalable analytics capabilities, and embed an intelligence-led approach to decision-making. This role combines strategic leadership, hands-on analytics expertise, and strong cross-functional collaboration.
Responsibilities
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 GMWTalentOperations@wellington.com.
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.
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
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 Business Intelligence Lead for the Client Platform will drive strategic development and delivery of high‑quality business intelligence capabilities for the Client Platform. The role will support Client Platform Finance & BI function and will be responsible for advancing the Business Intelligence vision, delivering high-impact analytics, and enabling data-driven decision-making across the Client Platform, and in alignment with firmwide Infrastructure and Investment Platforms. The successful candidate will engage with business stakeholders to deliver meaningful insights, translate business questions into scalable analytics capabilities, and embed an intelligence-led approach to decision-making. This role combines strategic leadership, hands-on analytics expertise, and strong cross-functional collaboration.
Responsibilities
- Lead and drive the BI strategy, make recommendations to bring standards and accuracy to solutions
- Work with stakeholders to turn challenges and opportunities into solutions
- Collaborate with business partners to understand data models in detail, prioritize outcomes, and define actionable requirements
- Partner with colleagues to improve user experience and define visual standards for dashboards
- Translate business needs into a strategic plan, technical specifications, and designs
- Prioritize & complete support & enhancement requests
- Demonstrate the ability to identify potential high value add opportunities Contribute to estimation, planning, development / integration, testing and deployment processes
- Bachelor’s degree in a quantitative or business-related field; advanced degree a plus.
- 5-10 years of experience in asset management, financial services, or a related industry with experience supporting sales, distribution, or client-facing organizations in an analytical and business intelligence capacity.
- Strong critical thinking and analytical judgment, with the ability to operate strategically while maintaining a deep understanding of data models, schemas, and analytical detail.
- Strong experience with BI and visualization tools (e.g., Tableau, Power BI) and SQL; experience with modern data and analytics platforms, including Microsoft Fabric, Databricks, Snowflake, and related technologies preferred.
- Demonstrated ability to partner with senior stakeholders and influence outcomes through data-driven insights.
- Strong organizational and project leadership skills, with the ability to manage multiple complex workstreams.
- Exceptional communication skills, including the ability to translate complex data into clear, compelling narratives
- High intellectual curiosity, sense of ownership, and strong judgment amid complexity and ambiguity.
- Familiarity with AI-augmented reporting and productivity tools is strongly preferred.
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 GMWTalentOperations@wellington.com.
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.