Chief Information Officer, Client Platform
About The Position
The Chief Information Officer, Client Platform leads the engineering, architecture, and delivery organization responsible for the technology supporting Wellington Management’s Client Platform. The platform enables engagement across the client lifecycle, serving institutional, wealth and intermediary, defined contribution, insurance, and OCIO businesses. The role translates outcomes committed to by Product Owners into technology strategy, architecture, platform investment, and delivery plans. Product Owners retain responsibility for business cases, priorities, and outcomes; this role owns how the associated capability is engineered and delivered. The CIO partners with Product Owners and business leaders across Sales, Marketing, Product Management, Client Servicing, and Global Funds, as well as technology peers including the Chief Architect, other platform CIOs, Information Security, and Data Privacy. A major focus is enabling growth in wealth and intermediary distribution, including advisor-facing capabilities, integrations with distribution ecosystems, and technology for private-market products in wealth-friendly vehicles. The role also leads an AI-native client engagement roadmap, develops a client-centric data fabric and integration capabilities, partners on marketing and servicing platforms, and holds first-line risk and control accountability for the technology estate. The position includes governance of technology investment, vendor relationships, and large-scale contract negotiations. Wellington Management describes its work arrangement as office-based four days per week, with flexibility to work remotely one day per week.
Requirements
- Proven track record leading client-facing technology organizations at scale, ideally across 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 engineering roadmaps while Product Owners own business cases and outcomes.
- Track record deploying AI as a structural capability in client-facing workflows, such as client intelligence, proposal automation, and next-best-action, with the judgment to distinguish meaningful capability from pilots.
- 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 in 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 Client Platform’s end-to-end technology strategy, translating Product Owner-committed business outcomes into architecture, platform investment plans, and delivery roadmaps.
- Serve as the technology delivery counterpart to Product Owners, leading engineering, architecture, and delivery capability and delivering against committed outcomes on time and at quality.
- Lead and develop engineering, architecture, and delivery leaders, and work with Product Owners to build durable, outcome-based delivery plans.
- Make and defend buy-versus-build recommendations in partnership with accountable Product Owners.
- Build and evolve technology for institutional, intermediary, and wealth distribution as distinct disciplines with distinct requirements.
- Own the roadmap for advisor- and platform-facing capabilities, including model portfolio and UMA delivery, tax-aware and direct-indexed personalization, and integration with RIA, custodial, and wealth-platform ecosystems.
- Ensure technology supports private-market products in wealth-friendly vehicles, 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 intelligence, proposal and RFP automation, next-best-action prompts, and a solutions configurator.
- Distinguish AI pilots conducted for learning from AI capabilities delivered against committed business outcomes, and report on both appropriately.
- Make AI-native design the default for new capabilities, prioritizing which capabilities to build AI-native first.
- Build a client-centric data fabric providing a coherent view of client relationships across CRM, portfolio management, reporting, and billing.
- Establish internal API and event capabilities so that business and servicing events propagate across systems without manual reconciliation.
- Develop data, analytics, and emerging technologies as coherent platform capabilities rather than disconnected point solutions.
- Partner with Product Management, Product Development, and Marketing leadership on platforms for content, campaigns, and marketing operations, working through dedicated Product Owners.
- Partner with Client Servicing leadership to define and deliver a client servicing platform for institutional, intermediary, and wealth service models.
- Monitor market trends, competitive capabilities, and client and advisor feedback and incorporate relevant intelligence into the solution set.
- Hold first-line risk and control accountability for the Client Platform technology estate and ensure control obligations are delivered on time.
- Govern the platform’s technology investment portfolio, allocating capital to high-leverage outcomes and reallocating it when appropriate.
- Manage vendor relationships and large-scale contract negotiations, and build an external peer network to inform strategy and strengthen negotiating position.
Benefits
- Retirement plan
- Health and wellbeing benefits
- 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
- Eligible employees may receive a discretionary Corporate Bonus and/or incentives
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
