Wellington Management · 3 months ago
Enterprise Strategy Office Specialist
Boston, MA
Full-time
Hybrid
Senior Level
$80K/yr - $150K/yr
5+ years expWellington Management offers comprehensive investment management capabilities and is seeking an Enterprise Strategy Office Specialist. This role involves collaborating with the ESO team and firm leaders on strategic projects, analyzing market trends, and managing product development initiatives.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
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
Qualification
Required
5-7 years of experience, preferably in strategy consulting or corporate strategy
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
Preferred
Asset Management expertise and product knowledge
MBA, CAIA, and/or CFA
Benefits
Discretionary Corporate Bonus and/ or Incentives
Retirement plan
Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
1001-5000 employees
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Jean Hynes
CEO, Managing Partner, and Portfolio Manager
Jackson Cummings
Head of Wellington Access Ventures (WAV)
Recent News
2026-01-24
2026-01-21
2026-01-19
Company data provided by crunchbase