Business Operations and Strategic Delivery Specialist

Wellington Management Company; Boston (MA); On-site; USD 80,000 - 180,000; Full time

Job summary

An established industry player is seeking a Business Operations and Strategic Delivery Specialist to enhance client service delivery and drive strategic initiatives. This role, based in Boston, offers the opportunity to work globally while leading critical projects that shape the future of the business. You'll collaborate with diverse teams, manage client relationships, and implement innovative strategies that align with commercial objectives. If you're passionate about making an impact in asset management and thrive in a collaborative environment, this position is perfect for you. Join a company that values diversity and fosters a culture of inclusivity.

Benefits

Retirement Plan

Health and Wellbeing Benefits

Dental Coverage

Vision Coverage

Flexible Spending Accounts

Employee Assistance Program

Tuition Reimbursement

Paid Time Off

Qualifications

• 7+ years experience in asset management, preferably with sales teams.
• Proven project management and organizational skills.

Responsibilities

• Builds and implements strategic client service delivery strategies.
• Owns the design and execution of client training programs.

Skills

Project Management

Effective Communication

Organizational Skills

Client Relationship Management

Strategic Thinking

Global Mindset

Flexibility

Entrepreneurial Mindset

Tools

Microsoft Excel

Microsoft PowerPoint

Tableau

Job description

Business Operations and Strategic Delivery Specialist page is loaded

Business Operations and Strategic Delivery Specialist

Apply locations Boston, MA, United States time type Full time posted on Posted 4 Days Ago job requisition id R91972

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

Position

The Specialist for the Business Operations & Strategic Delivery (BOSD) team will be part of the Client Platform COO Group. The COO team plays a critical role in the execution of the Client Platform strategy, providing leverage for leaders across the platform in the running of their business lines, driving scale and efficiency across the platform, and partnering with infrastructure leaders to ensure critical operations run smoothly. The BOSD team will focus on key processes critical to the running of our business that span multiple teams across the platform, with a focus on platform operations (including L&D and risk/regulatory processes), sales planning, and strategic client relationships. The team also leads cross-platform initiatives focused on creating efficiencies and supporting growth.

The Specialist will be largely focused on our strategic client program, working closely with the Client Service Director to partner with regional teams to drive commercially impactful strategic client initiatives and to deliver on priority growth opportunities. In addition to the strategic client program, we expect the Specialist to also lead cross-platform strategic projects as capacity and interest allows.

Although the role will be based in Boston or London, the Specialist will have a global remit and will work closely with all teams across the Client Platform.

Specific responsibilities include:

• Strategy setting: Builds and implements ongoing strategic client service delivery strategy, in partnership with Client Service Director
• Client education and training: Owns the strategy, design, and execution of foundational client training and research sharing programs, partnering closely with Strategic Partner sales teams to understand and align with client objectives/interest areas, and commercial priorities
• Scale and govern centralized resources: Provides review and counsel to global business development teams on designing bespoke training programs, to include curating a centralized resource library; leveraging technology to design and implement a centralized tracking system for senior leader mapping and relationship scaffolding; and providing oversight/management of the Global Macro Portal
• SRAC oversight and governance: Sets strategy for Strategic Relationship Advisory Council (SRAC) discussions in partnership with SRAC Chair & Vice Chair; serves as SRAC Secretary, establishes KPIs and regular tools for measurement; mobilizes SRAC and other key stakeholders for review and collaboration/execution on big deals
• Host select strategic/tier 1 global clients, prospects, and consultants when they visit the firm’s global offices
• Partners with Client Service Director on key stakeholder management and regional engagement
• Leads cross-platform strategic projects that are critical to evolving the business, working closely with key business partners

Qualifications

Specific qualifications include:

• 7+ years experience in asset management (direct experience with sales teams an advantage)
• Proven project management skills, organizational skills, and ability to manage simultaneous projects across geographies and teams
• Effective verbal and written communication skills
• Direct experience, or at least knowledge of, the infrastructure required to support the business
• Global mindset, and willingness to work flexible hours on occasion to foster close partnerships with global colleagues
• An awareness and understanding of the competitive landscape, including key trends across large Asset Owners and Managers, and a creative approach to thinking about how we showcase and commercialize our competitive advantages and key differentiators
• Ability to independently drive projects in a highly matrixed and collaborative team environment, exercising sound judgment with regard to use of internal resources
• Ability to partner effectively with others across all levels of the organization, seek a wider audience, build consensus, influence, develop recommendations and act decisively
• Flexibility and grace under pressure; ability to adapt
• Entrepreneurial mindset – enjoy building and having an impact, “rolling up sleeves” and getting things done
• Fluency with Microsoft suite (specifically Excel, Powerpoint, CoPilot) and Tableau.

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 [e-mail] .

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 80,000 - 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 salaryis 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 an d paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)

About Us

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.