Chief Information Officer, Client Platform

Wellington Management•Boston, MA

21d•$120,000 - $225,000•Hybrid

About The Position

The Chief Information Officer, Client Platform leads the engineering, architecture, and delivery organization supporting Wellington Management’s Client Platform. The platform enables client engagement across the full lifecycle and supports Sales and Marketing, Product Management and Product Development, Global Funds, and Client Servicing. The role translates business outcomes committed to by Product Owners into technology strategy, architecture, platform investments, and delivery plans. Product Owners retain ownership of business cases, outcomes, and priorities; this role owns how the technology is built and delivered and is accountable for delivering against those outcomes. The position supports institutional clients as well as the firm’s growth in wealth, intermediary and advisor channels, defined-contribution and retirement, insurance, and OCIO. It leads technology for advisor- and platform-facing capabilities, private-market vehicles distributed through wealth channels, AI-enabled client engagement, client data integration, marketing and servicing platforms, and technology governance. The role partners with Product Owners and business leaders, as well as technology peers including the Chief Architect, CIOs of the Investment and Infrastructure Platforms, Information Security, and Data Privacy. Wellington Management describes its investment capabilities as spanning nearly all segments of global capital markets, serving institutional clients in more than 60 countries. It is a private partnership that emphasizes long-term client alignment, independent thought, and healthy debate. The position is based in an in-person work environment: employees work from offices four days a week and may work remotely one day a week.

Requirements

Proven record as a results-oriented technology leader managing client-facing technology organizations at scale, ideally across institutional and wealth/intermediary distribution.
Direct experience with wealth and intermediary technology ecosystems, including RIA and custodial platform integration, model delivery, digital advisor tools, and personalization at scale.
Experience leading a technology delivery organization that partners with Product Owners on committed business outcomes, with responsibility for 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 deployed capability from pilot activity.
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 Client Platform technology strategy end to end, translating 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 leaders across the platform, partnering with Product Owners on durable, outcome-based roadmaps.
Make and defend buy-versus-build recommendations with accountable Product Owners, including decisions about internal and AI-accelerated development versus licensing.
Build and evolve distinct technology capabilities for institutional, intermediary, and wealth distribution.
Own advisor- and platform-facing capability roadmaps, including model portfolio and UMA delivery, tax-aware and direct-indexed personalization, and integration with RIA, custodial, and wealth-platform ecosystems.
Prepare technology and operations for 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 build, buy, or partner decisions.
Own an AI-native platform roadmap, including client intelligence, proposal and RFP automation, next-best-action prompts in CRM workflows, and a solutions configurator for multi-asset proposals.
Distinguish AI pilots intended for learning from AI capabilities shipped against committed business outcomes, and report on that distinction rather than adoption metrics alone.
Make AI-native design the default posture for new capabilities and determine which capabilities to make AI-native first.
Build a client-centric data fabric that provides a coherent view of relationships across CRM, portfolio management, reporting, and billing.
Establish an internal API and event layer to propagate state changes across systems and reduce manual reconciliation.
Develop data, analytics, and emerging technologies as a coherent platform capability rather than disconnected point solutions.
Partner with Product Management, Product Development, and Marketing leadership on platforms for content, campaigns, and marketing operations, working through the responsible 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 relevant insights 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 of the platform technology investment portfolio, allocating capital to high-leverage outcomes and reallocating it when needed.
Manage vendor relationships and large-scale technology 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
Employees are eligible for salary, variable compensation, and benefits; discretionary Corporate Bonus and/or incentives may also be available if eligible.