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Wellington Management · 2 months ago

Strategist, Investment Platform Business Enablement

Boston, MA, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$80K/yr - $180K/yr

10+ years exp

Wellington Management is a global investment management firm that offers comprehensive capabilities across various capital market segments. They are seeking a Strategist to lead the Investment Platform Business Enablement team, focusing on driving platform scale and efficiency through technology integration and strategic initiatives.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Engage with management and investors to build deep relationships and develop mastery in the teams’ investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and investors. Communicate and educate investors on the technology strategy. Guide investors to strategic platform and serve as a change agent during technology transitions

Work with the Head of their Investment Platform function to promote business accountability and strategic alignment. Drive investment discipline and the technology strategy and roadmap to enable profound integration of technology into the department. Propel engagement of department leadership in technology strategy

Use strong judgment and domain expertise to prioritize and enable the department’s infrastructure needs, including making trade-offs. Capture business requirements and raise capability requests to technology product owners to ensure the needs are represented in broader capability plans and priorities. Participate in and escalate issues to appropriate forum, informing broader capability plans based on Investment Platform requirements, resourcing, roadmap, and dependencies

Collaborate with platform leadership, IT, infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization

Qualification

Investment process expertiseTechnology visionProject managementChange managementStrategic alignmentCollaboration skillsCommunication skillsTechnical aptitudeCFAGrowth mindsetProblem solvingOrganizational skills

Required

10+ years of experience in an investment, trading, or investment technologist role in asset management, ideally with exposure to complex alternative and hedge fund investment strategies

Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large-scale initiatives

Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects

Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems

Demonstrated ability to engage the organization appropriately, making sure that all relevant parties and functional groups are informed, involved, and engaged

Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary

Capacity for differentiated thinking and ability to problem solve effectively

Strong academic credentials; MBA and/or CFA (or equivalent) is preferred

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

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

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)