Investment Director, Fundamental Factor Platform (FFP)

Wellington Management; New York (NY); On-site; USD 100,000 - 225,000; Full time

Job summary

A leading investment management firm seeks an Investment Director for its Fundamental Factor Platform. The role involves driving commercialization efforts, mentoring team members, and building strong client relationships. Ideal candidates will have extensive investment knowledge and proven business development skills.

Benefits

Comprehensive Benefits Package

Retirement Plan

Health and Wellbeing Coverage

Flexible Work Environment

Qualifications

• 10+ years industry experience in investment management or sales.
• Ability to mentor and develop team members.
• Strong curiosity about investment strategies and market demands.

Responsibilities

• Lead the commercialization strategy for the Fundamental Factor Platform.
• Mentor team members to enhance commercial skills.
• Identify and translate client needs into product opportunities.

Skills

Investment Knowledge

Communication Skills

Interpersonal Skills

Team Collaboration

Business Development

Education

Advanced Degree

CFA

CAIA

Job description

Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and thematic approaches. iStrat brings allocators together to provide clients with a platform that integrates customized investment solutions with research. The Fundamental Factor Platform (FFP) team manages $29B across proprietary factor, hedged and extended strategies. The members of the FFP Team manage multi-factor portfolios, conduct market and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The team also provides bespoke research and advice across various topics such as fundamental factors, manager research, asset allocation, policy and risk management.

ROLE

The Investment Director, Fundamental Factor Platform’ - will accelerate the growth potential of the Fundamental Factor Platform by leading the team’s commercialization efforts and developing the commercial skills of the talent on the team. The successful candidate will leverage their commercial experience and knowledge of clients and the market, to build a strong, trust-based relationship with colleagues across the investment team, IPFS and the Client Group. He / she will lead the coordination and design of the commercial strategy and drive the team’s efforts to enhance the growth of new opportunities across the FFP platform while contributing to the retention and deepening of existing client relationships. Critically the successful candidate will be a team-based player with the responsibility to accelerate the commercial skills talent development on the team via mentoring and coaching.

RESPONSIBILITIES

Primary responsibilities include :

• Establish credibility and partnership with investment team through intellectual curiosity to understand platform philosophy and process.
• Lead the coordination, design and execution of the FFP commercialization strategy in partnership with key stakeholders across investment team and IPFS.
• Mobilize the Client Group through commercial content creation, relationship building and leveraging of client relationships to identify new commercial opportunities.
• Mentor and develop the other members of the Fundamental Factor product management team to develop commercial skills via coaching and involvement in client and prospecting.
• Partner with the other members of the Fundamental Factor product management team to develop commercial opportunities and handover leadership of prospecting opportunities as they mature to more specific solutions and approaches.
• Identify and translate market demands and client objectives and needs into product design opportunities and research agendas for the investment team product management teams to consider.
• Connect dots and align commercial opportunities with other parts of the iStrat platform or the investment platform more broadly as appropriate; and
• Where appropriate working with distribution teams and the investment team to tailor investment solutions to meet client specific needs / guidelines.

QUALIFICATIONS

The Investment Director role is multi-faceted, and requires demonstrated investment knowledge, combined with a passion for investing. The successful candidate will have deep market knowledge and compelling communication skills,

such that they will be able to conduct external and internal meetings across a range of audiences and market / product content. They will be intellectually curious, creative, proactive and solutions oriented. The ability to influence and be collaborative, inclusive, and transparent while acting as a fiduciary on a wide range of business and investment integrity relative issues is imperative.

Key qualifications for this role include :

• Substantial (10+ years) industry experience, with deep equity or solutions investment knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant, product management, or invest;
• Strong curiosity and drive to understand FFP platform philosophy and process, underlying investment strategies, platform research and mindset of applying learning to help understand and solve for client objectives.
• Ability to :

o Mobilize experienced stakeholders through creative content creation and communication.

o Think creatively to leverage knowledge to achieve commercial ends.

o Model and contribute to a collegial culture, bringing a focus on team mindset and collaboration.

o Work well under pressure and prioritize tasks.

• Experience participating in the development of talent by providing mentorship and constructive feedback and creating opportunities for team members.
• Strong interpersonal and relationship building skills and the ability to tell “stories” with clients and interact with / influence key internal stakeholders.
• Proven track record of business development / business growth.
• Global mindset – has worked with global teams (or in other countries), culturally aware.
• A history of academic achievement; advanced degree or CFA / CAIA are additive though not required.

LOCATION

The Investment Director will ideally be based in Wellington’s Global Headquarters in Boston, MA. Location in Wellington’s New York office will also be considered.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is :

USD 100,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition / CFAreimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)

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