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

Position

The Manager for the Business Operations & Strategic Delivery (BOSD) team will be part of the Client Platform COO Group. The COO team plays a critical role in the execution of the Client Platform strategy, providing leverage for leaders across the platform in the running of their business lines, driving scale and efficiency across the platform, and partnering with infrastructure leaders to ensure critical operations run smoothly. The BOSD team will focus on key processes critical to the running of our business that span multiple teams across the platform, with a focus on platform operations (including L&D and risk/regulatory processes), sales planning, sales practice oversight, and strategic client relationships. The team also leads cross-platform initiatives focused on creating efficiencies and supporting growth.

The Manager will be largely focused on sales planning, which aims to enhance sales operations and strategies to 1) align with platform objectives, 2) optimize resources, and 3) drive sales performance. The team is focused on redefining and transforming legacy work, in addition to identifying efficiencies enabled by both process and technology. The right person for the role will be a change agent, driving transformation within the organization and inspiring teams to embrace innovation and adapt to new ways of working. In addition to leading our sales planning work, we expect the Manager to also lead cross-platform strategic projects as capacity and interest allows.

Although the role will be based in Boston or London, the Manager will have a global remit and will work closely with all teams across the Client Platform.

Specific responsibilities of the Manager include:

• Act as a change agent, partner with stakeholders across the platform to identify additional opportunities to enhance our sales operations and strategies, lead improvements, and help others adapt to new processes. 
• Oversee global meeting swings process, leading qualification and governance of swings, troubleshooting issues with sales teams, and tracking and evaluating meeting swings to improve impact and efficiency.
• Direct coordinated defense efforts for sales teams, including the assembly of key stakeholders and ensuring teams have the right resources, tools, and infrastructure to be successful.
• In collaboration with Product Management and Sales team stakeholders, lead investor succession planning strategy and workflow to tactfully communicate and inform Client Platform of investment personnel and/or team changes.
• Partner with Client, Product & Strategy team on annual business planning process for the Client Platform, working closely with Sales and Product management leaders, Investment Directors, Business Developers, and Finance.  
• Integrate technology and AI into Client Platform processes and champion broader use of technology to enhance efficiency and business outcomes.

• Lead cross-platform strategic projects that are critical to evolving the business, working closely with key business partners.
• Direct work performed by Analysts/co-ops/interns on team to support above workflows and responsibilities.

Qualifications

Specific qualifications include:

• 8+ years experience in asset management (direct experience with sales teams an advantage)
• Proven project management skills, organizational skills, and ability to manage simultaneous projects across geographies and teams
• Problem-solver, with ability to diagnose challenges, overcome resistance, and ensure smooth transitions
• Entrepreneurial mindset – enjoy building and having an impact, “rolling up sleeves” and getting things done
• Effective verbal and written communication skills, including the ability to build consensus and foster collaboration
• Flexibility and grace under pressure; ability to adapt
• Direct experience, or at least knowledge of, the infrastructure required to support the business
• Ability to independently drive projects in a highly matrixed and collaborative team environment
• Global mindset, and willingness to work flexible hours on occasion to