Strategist, Investment Platform Business Enablement - ...

Strategist, Investment Platform Business Enablement - Wellington Management Company, LLP 8 hours ago Be among the first 25 applicants 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. The Role Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group's investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department's technology needs and maximize the value of technology investment by driving change management, socialization, and adoption. This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact. Essential Skills Strategic vision for technology-enabled transformation - The Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform Investment Platform processes via new workflows and technology. The position requires thinking creatively about new ways to amplify the success of investment professionals by reimagining the tools they use daily. The candidate will demonstrate an ability to understand and improve these sophisticated investment styles through the lens of technology, with a track record of delivering complex, cross-functional projects and translating between business objectives and technology needs. Leadership through collaboration, communication, and influencing skills - The role requires building strong internal relationships with investors, senior leadership, and Infrastructure teams. The candidate must communicate a strategic vision clearly, integrate viewpoints, build agreement, and mobilize across the organization, with the ability to make and own key decisions. Growth mindset - Openness to continuous learning at the intersection of business, investments, and technology, with a global perspective and creative approach for innovation in asset management. Primary Responsibilities Engage with management and investors to build deep relationships and develop mastery in the teams' investment processes to evolve the Investment Platform infrastructure and technology strategy; communicate and educate investors on the technology strategy and act as a change agent during technology transitions. Work with the Head of the Investment Platform function to promote accountability and strategic alignment; drive investment discipline and the technology strategy and roadmap to enable integration of technology into the department; engage department leadership in technology strategy. Prioritize and enable the department's infrastructure needs, capture business requirements, and raise capability requests to technology product owners; participate in relevant forums and inform broader capability plans based on requirements, resourcing, roadmap, and dependencies. Collaborate with platform leadership, IT, and infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization. Qualifications 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 Strategic business leadership and project management experience, including change management and rallying support for large-scale initiatives Technical aptitude and ability to partner with IT on technical subjects Credibility to engage senior investors and leaders; ability to challenge the status quo and solve problems Ability to engage the organization and ensure all relevant parties are informed, involved, and engaged Strong organizational skills with a results orientation; ability to manage multiple projects simultaneously Capacity for differentiated thinking and effective problem solving Strong academic credentials; MBA and/or CFA (or equivalent) preferred Compensation and Benefits We are committed to fair and competitive compensation. The base salary range for this position is USD 100,000 - 225,000, with additional compensation including discretionary bonuses and comprehensive benefits. Total compensation details will be shared with candidates during the recruitment process. Benefits include retirement plans, health and wellbeing coverage, dental, vision, life and disability insurance, dependent care, and other programs. Our office policy supports a flexible work environment with four days in the office and one day remote per week. Equal Opportunity 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, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by law. If you require an accommodation to apply, please email . Note This description reflects the current expectations for the role and may be adjusted as needed. Location: Boston, MA #J-18808-Ljbffr

Created: 2025-09-17