What are the responsibilities and job description for the Client & Product Strategy Specialist 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
THE POSITION
The Client & Product Strategy (CPS) team informs the firm’s product strategy and sales focus. 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 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 firm’s 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:
THE PERSON
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
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.
Benefits
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 65,000 - 150,000
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
THE POSITION
The Client & Product Strategy (CPS) team informs the firm’s product strategy and sales focus. 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 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 firm’s 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
THE PERSON
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
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.
Benefits
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 65,000 - 150,000
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.
Salary : $65,000 - $150,000
