Market Research and Competitive Intelligence Lead

Wellington Management • Boston, MA

1d • Hybrid

About The Position

The Client and Product Strategy 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 market research. The AVP Market Research and Competitive Intelligence will play an important role in shaping Wellington’s product strategy and positioning. This individual will leverage competitive insights to inform product development, guide fund prioritization, and partner with product management and sales teams to optimize how our products are positioned in the marketplace. The role involves a range of activities including conducting and communicating research, partnering with frontline sales and product teams to drive growth, and contributing to strategic projects across the firm.

Requirements

• 6-10+ years of experience
• Knowledge of the asset management industry. Likely including experience in strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
• Ability to translate complex strategic questions into specific and actionable analysis
• A commercial mindset and strong track record of collaborative leadership
• Proven ability to manage complex projects and deliver strategic insights
• Communication and presentation skills, including a track record of influencing senior stakeholders
• Comfort operating in a consensus-driven environment
• A passion for developing talent and fostering innovation
• Ability to thrive in a dynamic environment with evolving priorities and incomplete information

Responsibilities

• Maintain a deep understanding of industry trends, competitor strategies, client needs, and regulatory developments across asset classes
• Own and manage Wellington’s relationships with industry research and data vendors.
• Manage our portfolio of tools and data by monitoring new capabilities and recommending purchase and usage
• Broadly distribute market and competitor insights through the development of new management reporting as well as ad hoc communications
• Support critical management decision making through custom analysis and thought partnership
• Inform product development and fund prioritization through competitive intelligence and market analysis
• Develop frameworks and processes to support product launch decisions and ongoing prioritization
• Identify opportunities to scale and enhance Wellington’s product and fund platform
• Partner with Product Managers and Portfolio Advisors to develop compelling product and fund positioning informed by competitor knowledge
• Contribute to the development of next-generation talent within the CPS function through mentorship and apprenticeship

Benefits

• all employees are eligible to receive salary, variable compensation, and benefits
• Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.
• retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees