Business Operations and Strategic Delivery Specialist

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

Job summary

An established industry player is seeking a Specialist for the Business Operations & Strategic Delivery team. This role offers the opportunity to drive impactful initiatives and growth opportunities while collaborating with global teams. You will develop strategic client service delivery strategies, oversee key projects, and engage with Tier 1 clients. The position promises a dynamic work environment where your project management and communication skills will shine. If you thrive in a collaborative setting and are passionate about asset management, this is the perfect opportunity for you.

Benefits

Retirement Plans

Health Coverage

Wellness Programs

Flexible Work Environment

Qualifications

• 7+ years of experience in asset management, with sales experience as a plus.
• Strong project management and organizational skills with global flexibility.

Responsibilities

• Develop and implement strategic client service delivery strategies.
• Lead strategic projects critical to business evolution.

Skills

Project Management

Organizational Skills

Verbal Communication

Written Communication

Knowledge of Asset Management

Flexibility

Entrepreneurial Attitude

Collaboration

Education

Bachelor's Degree

7+ years of experience in asset management

Tools

Microsoft Office Suite

Tableau

Job description

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 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 executing the Client Platform strategy, supporting leaders across the platform in running their business lines, driving scale and efficiency, and partnering with infrastructure leaders to ensure smooth operations. The BOSD team will focus on key processes that span multiple teams, including platform operations (such as L&D and risk/regulatory processes), sales planning, and strategic client relationships. The team also leads cross-platform initiatives to create efficiencies and support growth.

The Specialist will primarily focus on our strategic client program, working closely with the Client Service Director to drive impactful initiatives and growth opportunities. Additionally, the Specialist will lead cross-platform strategic projects as capacity allows.

While based in Boston or London, the role will have a global scope and require collaboration across all teams in the Client Platform.

Responsibilities

• Develop and implement strategic client service delivery strategies in partnership with the Client Service Director.
• Design and execute foundational client training and research sharing programs, aligning with client objectives and commercial priorities.
• Review and advise on global business development resources, including curating a resource library and leveraging technology for tracking and relationship management.
• Oversee and set strategies for the Strategic Relationship Advisory Council (SRAC), including establishing KPIs and facilitating big deal reviews.
• Host select strategic and Tier 1 global clients, prospects, and consultants visiting the firm’s offices.
• Partner with the Client Service Director on stakeholder management and regional engagement.
• Lead strategic projects critical to business evolution, collaborating with key partners.

Qualifications

• 7+ years of experience in asset management, with sales experience as a plus.
• Strong project management and organizational skills, with the ability to handle multiple projects across geographies.
• Excellent verbal and written communication skills.
• Knowledge of infrastructure supporting the business.
• Global mindset and flexibility to work across time zones.
• Understanding of the competitive landscape and trends in asset management.
• Ability to drive projects independently in a collaborative environment.
• Effective partnership skills across all organizational levels.
• Adaptability and composure under pressure.
• Entrepreneurial attitude and proactive approach.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, CoPilot) and Tableau.

We encourage candidates who believe they can excel in this role to apply, even if they do not meet 100% of the qualifications. We value diversity and are committed to an inclusive workforce.

Wellington Management is an equal opportunity employer. For accommodations during the application process, please contact [e-mail].

Compensation and Benefits

The salary range for this position is USD 80,000 - 180,000, reflecting various factors including skills, experience, and education. Details will be shared during recruitment. Compensation includes base salary, potential bonuses, and benefits such as retirement plans, health coverage, wellness programs, and more, supporting a flexible and rewarding work environment.