Chief Information Officer, Client Platform

Wellington Management•Boston, MA

20d•Hybrid

About The Position

The Chief Information Officer, Client Platform leads the engineering, architecture, and delivery organization supporting Wellington Management’s Client Platform. The role owns the platform’s technology strategy, architecture, investment plan, and delivery capability, translating business outcomes committed to by Product Owners into secure, scalable technology. Product Owners own business cases, outcomes, and priorities; this role is accountable for how the work is built and for delivering against those commitments on time and at quality. The Client Platform supports client engagement throughout the lifecycle and serves Sales, Marketing, Product Management, Product Development, Global Funds, and Client Servicing. The role supports institutional and OCIO servicing while prioritizing technology that enables growth in wealth and intermediary distribution, including advisor-facing capabilities, wealth-platform integrations, and servicing for private-market vehicles. It also leads an AI-native distribution and client-engagement roadmap, develops a client-centric data fabric and platform integration capabilities, partners on marketing and servicing technology, and holds first-line risk and control accountability for the technology estate. The Head partners with Product Owners and business leaders across the platform, as well as technology peers including the Chief Architect, CIOs of the Investment and Infrastructure Platforms, Information Security, and Data Privacy. The position also oversees platform investment governance, vendor relationships, and large-scale contract negotiations.

Requirements

Proven track record leading client-facing technology organizations at scale, ideally spanning institutional and wealth/intermediary distribution.
Direct experience with the wealth and intermediary technology ecosystem, including RIA and custodial platform integration, model delivery, digital advisor tools, and personalization at scale.
Demonstrated ability to lead a technology delivery organization that partners with Product Owners on committed business outcomes, owning architecture, delivery, and the engineering roadmap while Product Owners own the business case and outcome.
Track record deploying AI as a structural capability in client-facing workflows, such as client intelligence, proposal automation, and next-best-action.
Strong communication, negotiation, and stakeholder-influence skills across sales, marketing, product, servicing, risk, and technology leadership.
Understanding of asset management industry data and the operational realities of servicing private markets and alternative vehicles within wealth-friendly structures.
Experience with vendor relationship management and large-scale contract negotiation.

Nice To Haves

Advanced knowledge of best-in-class CRM, marketing, and client servicing technologies, such as Salesforce, Adobe Experience Manager, Salesforce Marketing Cloud, and Seismic.

Responsibilities

Own the end-to-end technology strategy for the Client Platform and translate Product Owner-committed outcomes into architecture, platform investment plans, and delivery roadmaps.
Serve as the technology delivery counterpart to Product Owners, leading engineering, architecture, and delivery capabilities and delivering committed outcomes on time and at quality.
Lead and develop engineering, architecture, and delivery leadership across the platform, partnering with Product Owners on durable, outcome-based roadmaps.
Make and defend buy-versus-build recommendations in partnership with accountable Product Owners.
Build and evolve distinct technology capabilities for institutional, intermediary, and wealth distribution.
Own the roadmap for advisor- and platform-facing capabilities, including model portfolio and UMA delivery, tax-aware and direct-indexed personalization, and integrations with RIA, custodial, and wealth-platform ecosystems.
Develop technology for private-market vehicles sold through wealth-friendly structures, including subscription processing, capital calls, distributions, tax reporting, and investor servicing.
Partner with distribution, sales, and client-facing business leaders to translate advisor engagement and client acquisition goals into technology investment and ecosystem decisions.
Own an AI-native roadmap for client engagement and distribution, including client intelligence, proposal and RFP automation, next-best-action prompts, and a solutions configurator.
Distinguish AI pilots from AI capabilities delivered against committed business outcomes, and report on outcomes rather than adoption metrics alone.
Make AI-native design the default posture for new capabilities.
Build a client-centric data fabric providing a coherent relationship view across CRM, portfolio management, reporting, and billing.
Establish internal API and event layers that propagate changes across systems and reduce manual reconciliation.
Develop data, analytics, and emerging technologies as coherent platform capabilities.
Partner with Product Management, Product Development, and Marketing leadership on technology platforms for content, campaigns, and marketing operations, working through the relevant Product Owners.
Partner with Client Servicing leadership to define and execute a client servicing platform for institutional, intermediary, and wealth service models.
Monitor market trends, competitive capabilities, and client and advisor feedback, and incorporate them into the evolving solution set.
Hold first-line risk and control accountability for the Client Platform technology estate and deliver control obligations on time.
Own program-level governance for the technology investment portfolio, allocating capital to high-leverage outcomes and reallocating it when needed.
Manage vendor relationships and large-scale contract negotiations across the platform technology stack, and build an external peer network to inform strategy and strengthen negotiating position.

Benefits

Retirement plan
Health and wellbeing coverage
Dental, vision, and 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, including leave of absence, paid holidays, volunteer, sick, and vacation time
Salary and variable compensation; eligible employees may receive a discretionary Corporate Bonus and/or incentives
Flexible work environment, with employees working from offices four days a week and flexibility to work remotely one day a week