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Client & Product Strategy Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-24
Listing for:
Wellington Management Company
Full Time
position Listed on 2026-01-24
Job specializations:
-
Business
Business Analyst, Data Analyst
Job Description & How to Apply Below
Boston, MA, United Statestime type:
Full time posted on:
Posted 3 Days Agojob requisition :
R92788#
** 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.#
# About the Role## THE POSITION 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 will work closely with CPS and firm leaders on strategic projects and forward-looking product development. The specialist will work as part of CPS teams that operate cross functionally to help 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. You will be rapidly pulled into projects central to the future of the firm often working side-by-side with senior leaders.
Every day will be different but you can expect the role to include:
· Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products
· Monitoring industry developments and competitors’ strategy to inform product development decisions
· Developing hypotheses and executing analysis; translating data into meaningful insights; presenting recommendations to key decision makers
· Structuring and managing complex projects; planning workflows; executing against those plans
· Developing talent and serving as a mentor to junior team members
Successful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington.# ## THE PERSON Candidates for the CPS Specialist role should bring experience with strategy projects, industry research and data analytics. Critical traits include intellectual curiosity, and a strong work ethic combined with excellent written and verbal communication skills.
The ideal candidate will have:
* 5-7 years of experience, preferably in strategy consulting or corporate strategy
* The ideal candidate will bring Asset Management expertise and product knowledge
* Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy
* Excellent organizational, project management skills and 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
Not sure you meet 100% of our That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
* As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
*…
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