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 foster close partnerships with global colleagues
• Fluency with Microsoft suite (specifically Excel, PowerPoint, CoPilot) and Tableau

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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:

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)