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 Specialist 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, and strategic client relationships. The team also leads cross-platform initiatives focused on creating efficiencies and supporting growth.

The Specialist will be largely focused on our strategic client program, working closely with the Client Service Director to partner with regional teams to drive commercially impactful strategic client initiatives and to deliver on priority growth opportunities. In addition to the strategic client program, we expect the Specialist to also lead cross-platform strategic projects as capacity and interest allows.

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

Specific responsibilities include:

• Strategy setting: Builds and implements ongoing strategic client service delivery strategy, in partnership with Client Service Director
• Client education and training: Owns the strategy, design, and execution of foundational client training and research sharing programs, partnering closely with Strategic Partner sales teams to understand and align with client objectives/interest areas, and commercial priorities
• Scale and govern centralized resources: Provides review and counsel to global business development teams on designing bespoke training programs, to include curating a centralized resource library; leveraging technology to design and implement a centralized tracking system for senior leader mapping and relationship scaffolding; and providing oversight/management of the Global Macro Portal
• SRAC oversight and governance: Sets strategy for Strategic Relationship Advisory Council (SRAC) discussions in partnership with SRAC Chair & Vice Chair; serves as SRAC Secretary, establishes KPIs and regular tools for measurement; mobilizes SRAC and other key stakeholders for review and collaboration/execution on big deals
• Host select strategic/tier 1 global clients, prospects, and consultants when they visit the firm’s global offices
• Partners with Client Service Director on key stakeholder management and regional engagement
• Leads cross-platform strategic projects that are critical to evolving the business, working closely with key business partners

Qualifications

Specific qualifications include:

• 7+ 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
• Effective verbal and written communication skills
• Direct experience, or at least knowledge of, the infrastructure required to support the business
• Global mindset, and willingness to work flexible hours on occasion to foster close partnerships with global colleagues
• An awareness and understanding of the competitive landscape, including key trends across large Asset Owners and Managers, and a creative approach to thinking about how we showcase and commercialize our competitive advantages and key differentiators
• Ability to independently drive projects in a highly matrixed and collaborative team environment, exercising sound judgment with regard to use of internal resources
• Ability to partner effectively with others across all levels of the organization, seek a wider audience, build consensus, influence, develop recommendations and act decisively
• Flexibility and grace under pressure; ability to adapt
• Entrepreneurial m