Strategist, Investment Platform Business Enablement

Wellington Management•Boston, MA

74d•Hybrid

About The Position

THE POSITION Our global investment platform is comprised of over 500 investment professionals across various investment functions (Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and drive platform scale, efficiency and operating leverage via scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within the Investment Platform and hold product ownership for a cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group’s investment processes and providing a point of contact for investors in the department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department’s technology needs and maximize the value of technology investment by driving change management, socialization, and adoption. This is a dynamic role that requires investment process expertise, technology vision and fluency, a global mindset, intellectual curiosity, and strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member of the IP Business Leadership team to which they are aligned. As a new role on the team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact.

Requirements

Strategic vision for technology-enabled transformation – The Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform Investment Platform processes via new workflows and technology. The position requires being able to think creatively about new ways to amplify the success of our investment professionals by reimaging the tools they use every day. Our investors use a wide range of investment processes and instruments – the successful candidate will demonstrate an ability to understand and improve these sophisticated and complex investment styles through the lens of technology. The ideal candidate will have a proven track record driving and successfully delivering complex, cross-functional projects and translating between business objectives and technology needs.
Leadership through superior collaboration, communication, and influencing skills – The successful candidate will enjoy contributing to a highly collaborative environment. The Strategist will build strong, trusting relationships internally with investors, senior leadership, and colleagues within Infrastructure. The ability to provide a point of view, asking probing questions, and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to clearly communicate a strategic vision (both verbally and in writing), integrate numerous viewpoints, build agreement, and mobilize/influence across all levels of the organization is critical. In the context of a collaborative organization, the ideal candidate will have the leadership experience to be able to make and own key decisions, weighing trade-offs and then incorporating the context of the broader firm.
Growth mindset – The flexibility and openness to continue learning, evolving, and growing as a technology strategist. This position sits at the intersection of business, investments, and technology such that even the most experienced candidate will have lots to learn in order to maximize their impact and the successful candidate will be energized by the growth opportunities and hungry to continue learning in the role. The ideal candidate will have a global perspective and creative approach for thinking about innovation within the broader asset management industry.
10+ years of experience in an investment, trading, or investment technologist role in asset management, ideally with exposure to complex alternative and hedge fund investment strategies
Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large-scale initiatives
Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects
Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems
Demonstrated ability to engage the organization appropriately, making sure that all relevant parties and functional groups are informed, involved, and engaged
Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary
Capacity for differentiated thinking and ability to problem solve effectively
Strong academic credentials

Nice To Haves

MBA and/or CFA (or equivalent) is preferred

Responsibilities

Engage with management and investors to build deep relationships and develop mastery in the teams’ investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and investors. Communicate and educate investors on the technology strategy. Guide investors to strategic platform and serve as a change agent during technology transitions.
Work with the Head of their Investment Platform function to promote business accountability and strategic alignment. Drive investment discipline and the technology strategy and roadmap to enable profound integration of technology into the department. Propel engagement of department leadership in technology strategy.
Use strong judgment and domain expertise to prioritize and enable the department’s infrastructure needs, including making trade-offs. Capture business requirements and raise capability requests to technology product owners to ensure the needs are represented in broader capability plans and priorities. Participate in and escalate issues to appropriate forum, informing broader capability plans based on Investment Platform requirements, resourcing, roadmap, and dependencies.
Collaborate with platform leadership, IT, infrastructure to synthesize requirements and investor needs across teams to inform design plans and prioritization.

Benefits

retirement plan
health and wellbeing
dental
vision
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
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)