Equity Product Director: Strategy, Marketing & Growth

Wellington Management Company; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management Company seeks an experienced Investment Director to lead equity product strategy and client engagement in the US. You will drive marketing efforts, ensure investment integrity, and collaborate across teams to deliver solutions for institutional clients.

The role requires a strong equity background, MBA or CFA, and 12+ years in asset management. A hybrid work model and long‑term client focus define this opportunity.

Qualifications

• MBA or CFA strongly preferred.
• 12+ years of related experience in asset management or institutional investment consulting.
• Excellent written, oral and interpersonal communication skills.
• Strong equity background and sound investment judgment.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Lead business and marketing strategy for the equity product line and serve as investment representative in the US.
• Oversee portfolio development, client engagement, and product marketing materials.
• Collaborate with Portfolio Management and Business Development to drive growth and ensure investment integrity.

Skills

Equity product strategy

Portfolio analysis

Investment knowledge

Client communications

Education

MBA or CFA preferred

Job description

Wellington Management Company seeks an experienced Investment Director to lead equity product strategy and client engagement in the US. You will drive marketing efforts, ensure investment integrity, and collaborate across teams to deliver solutions for institutional clients.

The role requires a strong equity background, MBA or CFA, and 12+ years in asset management. A hybrid work model and long‑term client focus define this opportunity.