Business Operations and Strategic Delivery Specialist | Boston, MA, USA

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

Job summary

Join a forward-thinking investment management firm as a Business Operations and Strategic Delivery Specialist. In this dynamic role, you will enhance operational efficiency and drive strategic initiatives across the organization. Your expertise in project management and client engagement will be crucial in developing client service strategies and overseeing training programs. Collaborate with diverse teams to foster growth and innovation while leveraging your strong communication skills. This position offers competitive compensation and a chance to thrive in a supportive and inclusive environment, making a significant impact in the asset management sector.

Benefits

Retirement Plans

Health Coverage

Wellness Programs

Qualifications

• 7+ years in asset management with a focus on sales.
• Strong project management and organizational skills.

Responsibilities

• Develop and implement client service delivery strategies.
• Design and execute client training and research sharing programs.
• Lead cross-platform strategic projects to support business evolution.

Skills

Project Management

Sales Knowledge

Verbal Communication

Written Communication

Organizational Skills

Adaptability

Entrepreneurial Mindset

Education

7+ years in Asset Management

Tools

Microsoft Office Suite

Tableau

Job description

Business Operations and Strategic Delivery 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

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 executing the Client Platform strategy, supporting leaders across the platform to enhance operational efficiency, drive scale, and ensure smooth critical operations. The BOSD team will focus on processes essential to our business, including platform operations, sales planning, and strategic client relationships, and will lead cross-platform initiatives to create efficiencies and support growth.

Responsibilities

1. Strategy setting: Develop and implement strategic client service delivery strategies in partnership with the Client Service Director.
2. Client education and training: Design and execute foundational client training and research sharing programs, aligning with client objectives and commercial priorities.
3. Scale and govern centralized resources: Guide global business development on training programs, curate resource libraries, leverage technology for tracking systems, and oversee the Global Macro Portal.
4. SRAC oversight and governance: Define SRAC discussion strategies, serve as Secretary, establish KPIs, and coordinate stakeholder reviews on major deals.
5. Host select global clients, prospects, and consultants during visits to our offices.
6. Partner with the Client Service Director on stakeholder management and regional engagement.
7. Lead cross-platform strategic projects critical to business evolution, collaborating with key partners.

Qualifications

• 7+ years in asset management, with direct experience in sales advantageous.
• Strong project management and organizational skills, capable of managing multiple projects across geographies.
• Excellent verbal and written communication skills.
• Knowledge of supporting infrastructure and global mindset, with flexibility for occasional global collaboration.
• Understanding of the competitive landscape and innovative thinking to showcase our advantages.
• Ability to drive projects independently within a matrixed, collaborative environment.
• Effective partnership skills across all organizational levels, with influence and decisiveness.
• Adaptability and resilience under pressure.
• Entrepreneurial mindset, proactive and impact-oriented.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, CoPilot) and Tableau.

We encourage candidates who believe they can excel despite not meeting all qualifications to apply. Wellington Management values diversity and is an equal opportunity employer. For accommodations during the application process, please contact us at [e-mail].

Our compensation approach aims to attract and retain top talent, offering competitive salaries, variable pay, and comprehensive benefits. The salary range for this role is USD 80,000 - 180,000, with further details provided during recruitment. Benefits include retirement plans, health coverage, wellness programs, and more, supporting our employees’ personal and professional growth.

Founded in 1928, Wellington Management is one of the largest independent investment management firms globally, committed to building a diverse workforce and fostering an inclusive culture.