Product Owner, PMS & OMS

Wellington Management•Boston, MA

7d•Hybrid

About The Position

The Product Owner, Portfolio Management & Order Management Systems, is accountable for the vision, roadmap, prioritization, and outcomes of the capabilities that support portfolio construction, investment implementation, order management, and execution readiness across the investment lifecycle. These capabilities are enabled through Wellington's Portfolio Management System (PMS) and Order Management System (OMS). This role sits at the intersection of Investments, Trading, Implementation, Operations, Compliance, Data, and Technology. The Product Owner translates Investment Platform strategy and operating model priorities into a clear roadmap and prioritized backlog, ensuring the firm can efficiently move from portfolio intent to implementation, execution, and downstream operational processing. The Product Owner is accountable for what is delivered, when it is delivered, and why it matters. This includes ownership of product vision, roadmap priorities, sequencing decisions, capacity allocation, backlog management, and outcome realization. Technology partners are accountable for how solutions are designed, built, supported, and sustained.

Requirements

10+ years of experience in asset management or financial services, with significant experience supporting portfolio management, implementation, trading, investment operations, or investment technology capabilities.
Deep understanding of portfolio management, investment implementation, order management, and front-to-back investment workflows.
Experience working closely with portfolio managers, analysts, traders, operations, compliance, risk, data, and technology teams.
Experience defining product strategy, roadmaps, backlogs, and delivery priorities.
Demonstrated success leading complex cross-functional initiatives in Agile environments.
Bachelor's degree required.

Nice To Haves

Familiarity with portfolio management, order management, trading, risk, analytics, and investment data platforms preferred.
Advanced degree and/or CFA, FRM, CAIA, or related professional qualification preferred.

Responsibilities

Define and evolve the product vision and roadmap for PMS and OMS capabilities, aligned with Investment Platform strategy and the target operating model.
Translate business priorities and operating model objectives into a sequenced roadmap focused on measurable business outcomes.
Own the business outcomes and value delivered through PMS and OMS capabilities, ensuring investments improve adoption, workflow efficiency, execution readiness, and the effectiveness of portfolio construction, implementation, and order management workflows.
Establish product objectives, success measures, and adoption goals.
Partner with business stakeholders, and technology partners to align capabilities with future-state workflows and the Investment Platform operating model.
Own and prioritize the PMS and OMS product backlog.
Own roadmap commitments, sequencing decisions, and capacity allocation trade-offs.
Balance competing demands across Investments, Trading, Implementation, Operations, Compliance, Risk, Data, and Technology.
Make transparent trade-offs based on business value, risk, dependencies, and delivery capacity.
Own the vision, roadmap, and outcomes for capabilities supporting portfolio construction, implementation workflows, order management, trade intent, workflow controls, and execution readiness.
Partner with investors, traders, implementation teams, and investment leadership to evolve future-state workflows and user experiences.
Engage regularly with end users and stakeholders to validate priorities, gather feedback, and ensure delivered capabilities create measurable value.
Manage dependencies across data, analytics, compliance, risk, execution, and operational platforms to deliver integrated investment workflows.
Serve as the primary product representative for business stakeholders and technology delivery teams.
Build alignment across Investments, Trading, Implementation, Operations, Compliance, Risk, Data, and Technology.
Drive adoption, stakeholder engagement, and realization of business value.
Lead backlog refinement, prioritization, release planning, and product acceptance activities.
Participate actively in Agile planning and review activities to ensure teams understand priorities, outcomes, and success measures.
Identify and prioritize AI and advanced analytics opportunities that improve investment workflows, decision support, automation, and operational efficiency.

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)