Strategist, Investment Platform Business Enablement

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 POSITION
Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Strategy, 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
The following essential skills are required for the role:

• 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 being able to think creatively about new ways to amplify the success of our investment professionals by reimaging the tools they use every day.

Our investors use a wide range of investment processes and instruments – the successful candidate will demonstrate an ability to understand and improve these sophisticated and complex investment styles through the lens of technology. The ideal candidate will have a proven track record driving and successfully delivering complex, cross-functional projects and translating between business objectives and technology needs.

• Leadership through superior collaboration, communication, and influencing skills – The successful candidate will enjoy contributing to a highly collaborative environment. The Strategist will build strong, trusting relationships internally with investors, senior leadership, and colleagues within Infrastructure. The ability to provide a point of view, asking probing questions, and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others;

they must recognize the benefits of diverse perspectives. The ability to clearly communicate a strategic vision (both verbally and in writing), integrate numerous viewpoints, build agreement, and mobilize/influence across all levels of the organization is critical. In the context of a collaborative organization, the ideal candidate will have the…