Product Owner - Client Onboarding & Servicing

Wellington Management•Boston, MA

4d•$120,000 - $225,000•Hybrid

About The Position

The Product Owner, Client Onboarding & Servicing, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for the post-sale client lifecycle and service experience. Scope includes onboarding, reporting, issue resolution, lifecycle changes, and offboarding. The role translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity. Working across client service, relationship management, onboarding and implementation, client administration, reporting, operations, and other Product Owners, the Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and decides what should be delivered, when, and why. Technology partners are accountable for how solutions are designed, built, supported, and sustained. The role owns business outcomes and value delivered through Client Onboarding & Servicing capabilities, improving client experience and internal workflows while driving adoption. It leads product decision-making and backlog prioritization, partners with stakeholders and delivery teams, evaluates workflow transformation opportunities, and remains accountable for product performance and improvements after launch. The position is based at 280 Congress. Employees work in the office four days per week, with flexibility to work remotely one day per week.

Requirements

At least 10 years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption.
Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
Working knowledge of technology, data, automation, and AI capabilities, with the judgment to select and apply them appropriately in a regulated environment.
Demonstrated experience relevant to service strategy, operating model, standards, capacity, and controls.
Demonstrated experience relevant to client readiness and sales-to-service handoff.
Demonstrated experience relevant to client onboarding, implementation, go-live, and exception management.
Demonstrated experience relevant to client entitlements, portal access, and digital experience requirements.
Strong product judgment and outcome orientation, including distinguishing user problems from requested solutions and stakeholder input from product priority.
Comfort with ambiguity and ability to propose an initial direction, test assumptions, and adjust based on evidence.
Ability to make transparent trade-offs, defend product decisions constructively, and influence senior and cross-functional stakeholders.
Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post-launch evaluation.
Strong partnership with engineering and design, supported by enough technical, data, and workflow understanding to make informed scope decisions.
Ability to build alignment through clear problem framing, evidence, transparent trade-offs, and timely decisions across senior and cross-functional stakeholders.
Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
Ability to operate across product boundaries while preserving clear accountability for this product’s outcomes and avoiding duplicate ownership.
Bachelor's degree required.

Nice To Haves

Advanced degree and/or relevant professional qualification.
Experience using AI tools to prototype, test, and refine workflow improvements.

Responsibilities

Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
Own business outcomes and value delivered through Client Onboarding & Servicing capabilities, improving client experience and internal workflows while driving adoption.
Establish product objectives, success measures, and decision principles that make priorities and trade-offs transparent.
Translate business priorities into a sequenced roadmap focused on measurable outcomes; order the backlog and make sequencing and capacity-allocation trade-offs within the assigned scope.
Consider cross-product, platform, data, and operating-model implications when setting direction and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
Decide whether requests should proceed, be deferred, reshaped, or declined, and explain the evidence and trade-offs behind those decisions.
Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
Serve as the primary product representative for business stakeholders and technology delivery teams.
Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
Drive adoption, stakeholder engagement, and realization of business value.
Maintain explicit cross-product handoffs and prevent duplication of capabilities owned elsewhere.
Own and maintain a healthy, prioritized, sufficiently refined product backlog that translates strategy and discovery findings into clear, well-scoped work ahead of planning.
Lead product decision-making and participate in backlog refinement, release planning, and relevant delivery ceremonies with engineering, design, and delivery leads.
Make timely product decisions during delivery, clarify requirements, and make scope and sequencing trade-offs as constraints or new information emerge.
Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with owners to resolve or escalate them.
Evaluate product performance after launch, identify adoption barriers, and turn evidence into product decisions and prioritized improvements.
Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI.
Use available AI tools to prototype, test, and refine workflow improvements, engaging technology subject-matter experts when solutions require scale, controls, or deeper technical expertise.
Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
Within the assigned scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
Ensure affected stakeholders understand what is changing, when, why it matters, and what readiness or adoption actions are needed.
Coordinate with appropriate owners on launch readiness and adoption needs while remaining accountable for product outcomes without assuming ownership of every downstream activity.
Use product boundaries to resolve overlap and escalate unresolved decision-right questions before they cause duplicate roadmaps or delivery work.

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
Discretionary Corporate Bonus and/or incentives, if eligible
Flexible work environment