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 Director of Finance in the Client Platform is a key leadership role responsible for overseeing all financial operations for the Client Platform including growth forecasting, sales targeting, management reporting and client profitability. This leader will integrate with the Client & Product Strategy team collaborating to drive financial performance, support key decisions across the organization and manage targeting, forecasting and management reporting.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team.  In alignment with company’s overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Client Platform finance operations.  This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate, and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo. 

RESPONSIBILITIES

• Lead the financial planning, budgeting, forecasting, and analysis for the Client platform.

• Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization’s core values and long-term vision.

• Manage team responsible for management reporting, sales targeting and growth forecasting working to establish improved processes leveraging technology  

• Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.

• Partner with business leaders to support strategic vision and initiatives.

• Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.

• Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions

• Support senior leadership in evaluating cost implications of business plans providing financial insights to inform resourcing decisions.

• Contribute to development of business plans with a focus on estimating costs and profitability

• Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.

• Continuous evaluation and support for cost allocation, transparency, problem-solving and execution. 

• Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.

• Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree preferred.

• Demonstrable (15+ years) relevant work experience in finance with infrastructure leadership experience, ideally within a global environment. 

• Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success.

• Proven track record of leading financial planning processes and delivering high-quality analysis and insights.

• Strong understanding of financial principles, accounting standards, and financial modeling techniques.

• Demonstrated success in leading teams