Product Owner - Client Data & Analytics

Wellington Management•Boston, MA

3d•€85,000 - €175,000•Hybrid

About The Position

The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data that enables improved measurement, analytics, reporting, and self-service capabilities. 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. The Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and makes explicit decisions about what should be delivered, when, and why. Technology partners are accountable for how solutions are designed, built, supported, and sustained. The position works across business stakeholders, Product Owners, technology delivery teams, and other functions to shape shared data and analytics capabilities; maintain a prioritized backlog; guide delivery decisions; and evaluate performance and adoption after launch. It also evaluates workflow improvements involving process change, technology, data, automation, and AI, applying them responsibly in a regulated environment. The role is based in an in-office work arrangement: employees work from offices four days per week and may work remotely one day per week. The stated base salary range is EUR 85,000–175,000. Compensation may also include a discretionary corporate bonus and/or incentives, if eligible. Wellington Management describes its benefits package as including retirement, health and wellbeing, dental, vision and pharmacy coverage, health savings and flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid leave and time off.

Requirements

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 judgment to select and apply them appropriately in a regulated environment.
Demonstrated experience relevant to CRM data strategy, KPI frameworks, and data-product portfolio management.
Demonstrated experience relevant to data governance, definitions, lineage, provenance, and controls.
Demonstrated experience relevant to data acquisition, integration, harmonization, and monitoring.
Demonstrated experience relevant to data quality, reconciliation, observability, and issue management.
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 a practical 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 sufficient 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 accountability for this product’s outcomes and avoiding duplicate ownership.
Bachelor’s degree required.

Nice To Haves

Advanced degree and/or relevant professional qualification preferred.

Responsibilities

Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
Partner with Wealth and Institutional Product Owners to identify shared and distinct workflow, data, analytical, and operating needs; translate shared needs into scalable horizontal capabilities while balancing standardization, reusability, and platform value.
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; own backlog ordering, 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 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, and work with appropriate owners to resolve or escalate them.
Evaluate product performance after launch, identify adoption barriers, and translate evidence into product decisions and prioritized improvements.
Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work using appropriate technology, data, automation, and AI capabilities.
Use available AI tools to prototype, test, and refine workflow improvements, involving technology subject-matter experts when scale, controls, or deeper technical expertise are needed.
Compare solution options based on 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 agreed strategy, product boundaries, governance, and decision rights.
Within the assigned product scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
Give affected stakeholders useful visibility into 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, connecting work across functions while remaining accountable for product outcomes.
Use product boundaries to resolve overlap and escalate unresolved decision-right questions before they result in duplicate roadmaps or delivery work.

Benefits

Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life insurance
Disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid leave and time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Discretionary corporate bonus and/or incentives, if eligible