Director, Equity Product Strategy

wellington; Boston (MA); On-site; USD 190,000 - 320,000; Full time

Job summary

Wellington Management is seeking an experienced Investment Director (Product Specialist/Client Portfolio Manager) to drive the equity business in the US and beyond. You will lead marketing strategy, portfolio analysis, and investment representation, partnering with Business Development, Equity Portfolio Management, and other groups to ensure robust investment processes and client outcomes.

The role requires a strong equity background, MBA or CFA, and 12+ years of relevant experience.

Qualifications

• MBA or CFA preferred.
• 12+ years of related professional experience in Asset Management or institutional investment consulting.
• Excellent written, oral and interpersonal communication skills.
• Strong equity background and business judgment.
• Excellent quantitative and problem-solving skills with ability to synthesize risk and perform attribution analysis.
• Ability to work independently and in a team environment with multiple priorities.
• Creativity, commerciality and leadership skills.
• Attention to detail with a solutions-oriented, strategic mindset.

Responsibilities

• Contribute to growth of the Equity business by engaging with clients, prospects, and consultants.
• Assess business opportunities and develop products and solutions with high potential.
• Create and implement marketing strategy, materials, and investment guidelines.
• Represent portfolio managers and explain investment processes to diverse audiences.
• Educate internal colleagues, clients and consultants on markets and portfolios.
• Differentiate and position strategies relative to competitors.
• Develop close working relationships with Business Development & Relationship Management colleagues.
• Oversee investment and risk integrity of portfolios and set client performance expectations.

Skills

Equity expertise

Communication

Portfolio analysis

Risk management

Leadership

Problem solving

Independent work

Marketing strategy

Education

MBA or CFA

Job description

Wellington Management is seeking an experienced Investment Director (Product Specialist/Client Portfolio Manager) to drive the equity business in the US and beyond. You will lead marketing strategy, portfolio analysis, and investment representation, partnering with Business Development, Equity Portfolio Management, and other groups to ensure robust investment processes and client outcomes.

The role requires a strong equity background, MBA or CFA, and 12+ years of relevant experience.