Enterprise Strategy Office Specialist

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

THE POSITION

The Enterprise Strategy Office (ESO) team informs the firm’s product strategy and sales focus. The team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns.

The Enterprise Strategy Office Specialist will work closely with ESO and firm leaders on strategic projects and forward-looking product development.The specialist will work as part of ESO teams that operate cross functionally to help shape the firm’s future product offerings and drive growth.

As an ESO specialist, your analytical, communication, project management, creative thinking, and leadership skills will be called upon from day one. You will be rapidly pulled into projects central to the future of the firm often working side-by-side with senior leaders.

Every day will be different but you can expect the role to include:

• Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products
• Monitoring industry developments and competitors’ strategy to inform product development decisions
• Developing hypotheses and executing analysis; translating data into meaningful insights; presenting recommendations to key decision makers
• Structuring and managing complex projects; planning workflows; executing against those plans
• Developing talent and serving as a mentor to junior team members.

Successful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington.

THE PERSON

Candidates for the ESO Specialist role should bring experience with strategy projects, industry research and data analytics.  Critical traits include intellectual curiosity, and a strong work ethic combined with excellent written and verbal communication skills.

The ideal candidate will have:

• 5-7 years of experience, preferably in strategy consulting or corporate strategy
• The ideal candidate will bring Asset Management expertise and product knowledge
• Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy
• Excellent organizational, project management skills and attention to detail
• Ability to translate strategic questions into specific and actionable analysis
• Excellent written, oral and interpersonal communication skills
• Creative problem-solving skills, solutions-oriented mindset
• Strong business judgment, curiosity, comfort with ambiguity
• Ability to foster innovation and drive outcomes in spite of complexity and imperfect information
• Drive and action-orientation
• Ability to work independently and with a team
• Leadership skills, grace under pressure, flexibility, ability to get things done
• MBA, CAIA, and/or CFA are preferred

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: