Market Research and Competitive Intelligence Lead jobs in United States
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Wellington Management · 2 months ago

Market Research and Competitive Intelligence Lead

Wellington Management is a leading investment management firm that offers comprehensive investment solutions tailored to institutional clients. The AVP Market Research and Competitive Intelligence will shape product strategy by leveraging competitive insights, conducting research, and collaborating with product management and sales teams to optimize product positioning in the marketplace.

AdviceAsset ManagementFinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Maintain a deep understanding of industry trends, competitor strategies, client needs, and regulatory developments across asset classes
Own and manage Wellington’s relationships with industry research and data vendors. Manage our portfolio of tools and data by monitoring new capabilities and recommending purchase and usage
Broadly distribute market and competitor insights through the development of new management reporting as well as ad hoc communications
Support critical management decision making through custom analysis and thought partnership
Inform product development and fund prioritization through competitive intelligence and market analysis
Develop frameworks and processes to support product launch decisions and ongoing prioritization
Identify opportunities to scale and enhance Wellington’s product and fund platform
Partner with Product Managers and Portfolio Advisors to develop compelling product and fund positioning informed by competitor knowledge
Contribute to the development of next-generation talent within the CPS function through mentorship and apprenticeship

Qualification

Asset management knowledgeCompetitive intelligenceMarket analysisData-driven researchProject managementCommunication skillsCollaborative leadershipMentorship

Required

6-10+ years of experience
Knowledge of the asset management industry. Likely including experience in strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
Ability to translate complex strategic questions into specific and actionable analysis
A commercial mindset and strong track record of collaborative leadership
Proven ability to manage complex projects and deliver strategic insights
Communication and presentation skills, including a track record of influencing senior stakeholders
Comfort operating in a consensus-driven environment
A passion for developing talent and fostering innovation
Ability to thrive in a dynamic environment with evolving priorities and incomplete information

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

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

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 Stage

Leadership Team

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Jean Hynes
CEO, Managing Partner, and Portfolio Manager
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Jackson Cummings
Head of Wellington Access Ventures (WAV)
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Company data provided by crunchbase