Head of Equity Product Management

Wellington Management•Boston, MA

1d•Hybrid

About The Position

The Equity Product Management (EPM) team is a global function within the Client Platform, responsible for shaping the strategy, positioning, and long‑term scalability of Wellington’s equity franchise. The team partners closely with portfolio managers to translate investment insight into compelling client propositions, ensure investment and regulatory integrity, and support durable asset growth. EPM serves as a primary external interface with clients, prospects, and consultants, while also stewarding the commercial and business management of equity portfolios. In addition to product positioning, EPM plays a critical role in portfolio governance, pricing, partner succession, and crisis‑response communication related to major market, macro, or regulatory events. Reporting to the Head of the Client Platform, the Head of Equity Product Management is accountable for the strategy, development, and full lifecycle of the firm’s equity investment vehicles—with clear ownership of commercial outcomes for the equity franchise, prioritizing revenue, net client growth, and new channel penetration (particularly in Wealth). This role works in close partnership with Investment Platform leadership to define and execute long‑term equity strategy and lead portfolio manager transitions. The role also collaborates closely with regional Client Group leaders to convert investment strength into measurable business results, ensuring alignment between EPM strategy, distribution execution, and firm‑wide priorities. The role serves as a key integrator across investments, risk, pricing, governance, and client teams, ensuring consistency of decision‑making, sequencing, and messaging across complex and sensitive initiatives. As a senior leader, the Head of EPM is expected to lead, develop, and retain top Investment Director talent; foster a culture of thoughtful, disciplined risk‑taking; and build durable commercial capability through rigorous feedback, reflection, and continuous improvement. As Head of Equity Product Management, the role works closely with business leaders, senior investors, and quantitative partners to ensure the equity product strategy is intentionally designed, insight‑driven, and aligned with each portfolio manager’s philosophy and competitive edge. This is a highly visible role, contributing meaningfully to the firm’s investment dialogue and overall risk culture.

Requirements

15+ years of experience in investment management, with deep knowledge of equity markets.
Demonstrated leadership experience, including managing and developing high-performing teams.
Strong technical proficiency (market data tools such as FactSet and/or Bloomberg).
Exceptional communication and storytelling skills; able to distill complex analytics into insights that resonate with investors.
Proven track record of partnership with Investment Directors or Institutional PMs, portfolio managers, analysts, and senior leaders in a collaborative investment environment.
Experience with portfolio or partner succession planning, pricing governance, and investment or product‑related committee work is highly valued.
Advanced degree (MBA, MS, PhD) and/or professional designation (CFA, CAIA, or FRM) preferred.

Nice To Haves

Demonstrated experience leading through periods of market stress, performance headwinds, or organizational change is strongly preferred.

Responsibilities

Set and own the global strategy, development, and lifecycle management of Wellington’s equity products, with accountability for revenue, net client growth, and channel expansion (with particular focus on Wealth) aligned with firm strategy, investment priorities, and client needs.
Serve as a senior thought partner to Investment Platform leadership on long‑term equity strategy, portfolio architecture, and portfolio manager transitions.
Play a visible leadership role in shaping firmwide equity strategy discussions, ensuring EPM is an active driver—not just an executor—of strategic direction.
Translate investment insight into clear, compelling equity propositions that improve win rates, support durable asset growth, and strengthen client relevance across regions and channels.
Act as a primary external representative for the equity franchise with clients, prospects, and consultants—driving revenue and net new client acquisition through effective positioning, relationship management, strategic storytelling, and access into priority Wealth platforms and channels.
Lead or support high‑stakes client engagements, including defense situations, repricing discussions, complex transitions, and sensitive succession communications—protecting and growing revenue while preserving investment and reputational integrity.
Lead, mentor, and manage a global team of senior Investment Directors and functional leaders; oversee performance management, development, succession planning, promotions, and compensation decisions.
Build a strong, inclusive leadership culture grounded in accountability, rigorous feedback, disciplined risk‑taking, and continuous improvement.
Partner closely with regional Client Group leaders across Institutional and Wealth to deliver commercial outcomes—revenue growth, net new clients, and new channel penetration—through differentiated positioning, campaign prioritization, and consistent messaging.
Deepen collaboration with regional leaders to strengthen opportunity development and improve conversion, driving net new client growth and revenue, including expanded penetration in priority Wealth segments and platforms.
Oversee resource allocation across Equity Product Management to balance commercial priorities, investment support, and firmwide objectives—deploying leadership attention to the highest‑impact revenue opportunities, net client growth, and Wealth/channel expansion priorities.
Proactively evolve team structure, role clarity, and coverage models to reflect changes in product lineup, client demand, and regional needs.
Provide senior oversight of risk identification, escalation, and mitigation across the equity product lineup, ensuring appropriate governance and investment integrity.
Shape firmwide dialogue on equity positioning, portfolio design, risk, and long‑term scalability.
Foster strong cross‑functional collaboration across the Investment Platform, Client Group, and partner functions.
Represent Equity Product Management in firmwide forums, leadership discussions, and strategic initiatives.
Serve as a trusted advisor in complex firmwide initiatives where sequencing, communication, and cross‑stakeholder coordination are critical to success.

Benefits

retirement plan
health and wellbeing
dental
vision
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 (leave of absence, paid holidays, volunteer, sick and vacation time)