Enterprise Strategy Office Specialist

Client & Product Strategy Specialist – Join to apply for this role at Wellington Management.

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, drawing 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

The Client & Product Strategy (CPS) team informs the firm’s product strategy and sales focus. The team serves as the firm’s center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns.

The Client and Product Strategy Specialist works closely with CPS and firm leaders on strategic projects and forward‑looking product development. The specialist is part of CPS teams that operate cross‑functionally to shape the firm’s future product offerings and drive growth. As a CPS specialist, your analytical, communication, project management, creative thinking, and leadership skills will be called upon from day one.

Responsibilities

• Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products.

• Monitoring industry developments and competitors’ strategies to inform product development decisions.

• Developing hypotheses and executing analysis; translating data into meaningful insights and presenting recommendations to key decision makers.

• Structuring and managing complex projects; planning workflows and executing against those plans.

• Developing talent and serving as a mentor to junior team members.

The Person

Candidates for the CPS Specialist role should bring experience with strategy projects, industry research, and data analytics. Critical traits include intellectual curiosity, a strong work ethic, and excellent written and verbal communication skills.

Ideal Candidate Will Have

• 5–7 years of experience, preferably in strategy consulting or corporate strategy.

• Asset Management expertise and product knowledge.

• Experience conducting market research, estimating market size and growth, and developing cohesive product and distribution go‑to‑market strategy.

• Excellent organizational and project management skills with 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.

• MBA, CAIA, and/or CFA are preferred.

EEO Statement

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 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 .

Benefits

Base salary range for this position: USD 65,000 – 150,000. Compensation is based on skill set, role, experience, certifications, and education. Variable compensation and total benefits are also offered, including a comprehensive and high‑value benefit package: retirement plan, health and wellness, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement and paid time off.

The company offers a flexible work environment, requiring employees to work from the offices 4 days a week with flexibility to work remotely 1 day a week.

We provide professional growth opportunities across Wellington Management.

#JLjbffr