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Market Research and Competitive Intelligence Lead
- Wellington (Boston, MA)
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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 Client and Product Strategy 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 market research.
The AVP Market Research and Competitive Intelligence will play an important role in shaping Wellington’s product strategy and positioning. This individual will leverage competitive insights to inform product development, guide fund prioritization, and partner with product management and sales teams to optimize how our products are positioned in the marketplace. The role involves a range of activities including conducting and communicating research, partnering with frontline sales and product teams to drive growth, and contributing to strategic projects across the firm.
Key areas of responsibility include:
Maintain a deep understanding of industry trends, competitor strategies, client needs, and regulatory developments across asset classes
Own and manage Wellington’s relationships with industry research and data vendors. Manage our portfolio of tools and data by monitoring new capabilities and recommending purchase and usage
Broadly distribute market and competitor insights through the development of new management reporting as well as ad hoc communications
Support critical management decision making through custom analysis and thought partnership
Inform product development and fund prioritization through competitive intelligence and market analysis
Develop frameworks and processes to support product launch decisions and ongoing prioritization
Identify opportunities to scale and enhance Wellington’s product and fund platform
Partner with Product Managers and Portfolio Advisors to develop compelling product and fund positioning informed by competitor knowledge
Contribute to the development of next-generation talent within the CPS function through mentorship and apprenticeship
THE PERSON
We are seeking a candidate that brings a passion for data-driven industry research, knowledge of the asset management industry and its key data providers such as eVestment, Broadridge and Morningstar, a collaborative working style, a commercial mindset, and a strong desire to grow and learn.
The ideal candidate will have:
6-10+ years of experience
Knowledge of the asset management industry. Likely including experience in strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
Ability to translate complex strategic questions into specific and actionable analysis
A commercial mindset and strong track record of collaborative leadership
Proven ability to manage complex projects and deliver strategic insights
Communication and presentation skills, including a track record of influencing senior stakeholders
Comfort operating in a consensus-driven environment
A passion for developing talent and fostering innovation
Ability to thrive in a dynamic environment with evolving priorities and incomplete information
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_ _r_ _ace, 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:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)
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