Director, Equity Product Strategy

Wellington Management; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Health and retirement benefits

Flexible work arrangement

Job summary

Wellington Management is seeking an Investment Director to lead our Equity Product Management, driving business and marketing strategy and serving as the investment representative for our equity franchise in the US and beyond. This role requires strong marketing, portfolio analysis, and investment fundamentals, with a flexible approach to collaboration across teams.

The successful candidate will work with the Business Development & Relationship Management Group, Equity Portfolio Management, and

Qualifications

• Strong equity background and portfolio analysis skills.
• Excellent written and oral communication abilities.
• Ability to work independently and in teams across functions.

Responsibilities

• Lead marketing strategy for equity products and client materials.
• Represent portfolios and explain investment processes to diverse audiences.
• Collaborate with Business Development & Relationship Management and Equity PM teams.
• Develop products and solutions; assess opportunities with high potential.
• Oversee investment risk integrity and set client performance expectations.
• Resolve internal issues related to portfolios and solutions.

Skills

Equity markets

Communication

Leadership

Problem solving

Education

MBA or CFA

Job description

Wellington Management is seeking an Investment Director to lead our Equity Product Management, driving business and marketing strategy and serving as the investment representative for our equity franchise in the US and beyond. This role requires strong marketing, portfolio analysis, and investment fundamentals, with a flexible approach to collaboration across teams.

The successful candidate will work with the Business Development & Relationship Management Group, Equity Portfolio Management, and