Product Owner - Client Onboarding & Servicing

Wellington Management•Boston, MA

1d•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. The 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 makes decisions about what should be delivered, when, and why. Technology partners are accountable for how solutions are designed, built, supported, and sustained. The role owns product outcomes and value, drives adoption, and partners with business and technology stakeholders to align capabilities with future-state workflows. It involves product strategy and prioritization, stakeholder alignment, backlog and delivery leadership, workflow transformation, and ongoing evaluation of product performance. Employees work from offices four days a week, with flexibility to work remotely one day a week.

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 sound judgment about applying them in a regulated environment.
Relevant experience in service strategy, operating model, standards, capacity, and controls.
Relevant experience in client readiness and sales-to-service handoff.
Relevant experience in client onboarding, implementation, go-live, and exception management.
Relevant experience in 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.
Ability to work with ambiguity, 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, and 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.
Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
Ability to work across product boundaries while preserving clear accountability and avoiding duplicate ownership.
Bachelor's degree required.

Nice To Haves

Advanced degree and/or relevant professional qualification preferred.

Responsibilities

Define and evolve an outcome-oriented product vision and roadmap aligned with Client Platform strategy and the target operating model.
Own business outcomes and value for Client Onboarding & Servicing capabilities, improving client experience and internal workflows while driving adoption.
Establish product objectives, success measures, and decision principles, and translate business priorities into a sequenced roadmap.
Order and maintain the product backlog, make capacity-allocation trade-offs, and make transparent decisions to proceed, defer, reshape, or decline requests.
Consider cross-product, platform, data, and operating-model implications and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
Represent the product to business stakeholders and technology delivery teams; build alignment across Product Owners in Client, Infrastructure, and Investment Platforms.
Drive stakeholder engagement, adoption, and realization of business value, while maintaining explicit cross-product handoffs and avoiding duplicated capabilities.
Lead product decision-making and participate in backlog refinement, release planning, and 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.
Identify dependencies, delivery risks, data constraints, and operating-model impacts early, and work with owners to resolve or escalate them.
Evaluate product performance after launch, identify adoption barriers, and use evidence to prioritize improvements.
Evaluate workflows for simplification, standardization, redesign, automation, or technology-, data-, and AI-enabled improvements.
Use available AI tools to prototype, test, and refine workflow improvements, engaging technology specialists when scale, controls, or deeper expertise are needed.
Compare solution options based on expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and maintainability.
Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
Exercise product judgment within agreed strategy, boundaries, governance, and decision rights; accept or reject delivered work against agreed criteria.
Ensure stakeholders understand what is changing, when and why, and what readiness or adoption actions are needed; coordinate with appropriate owners on launch readiness.
Resolve product-boundary overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.
Remain accountable for product outcomes across functions without assuming ownership of every downstream activity.

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 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
Eligible employees may receive a discretionary Corporate Bonus and/or incentives
Flexible work environment: four days in the office and flexibility to work remotely one day a week