Manager, Americas Client Service Operations

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

Job summary

Wellington Management Company in Boston seeks a Manager for Americas Client Service Operations to lead and manage the US CSO team. This role involves collaboration with various teams to enhance client experiences and operational support while driving transformation initiatives.

The ideal candidate will have over 10 years in client operations, with at least 5 in leadership. Competitive compensation includes a salary range from USD 120,000 to 225,000, along with additional rewards.

Qualifications

• 10+ years of experience in client operations, investment operations, or a related field.
• At least 5 years in a leadership role.
• Proven success in building and scaling teams.

Responsibilities

• Lead and manage the US CSO team with operational support.
• Establish and monitor service level agreements (SLAs) and key performance indicators (KPIs).
• Mentor and develop a high-performing, client-focused team.

Skills

Leadership

Analytical skills

Communication

Problem-solving

Job description

About Wellington Management

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, built on proprietary research and a collaborative culture that encourages independent thought and healthy debate.

Role Overview

Based in Boston, the Manager, Americas Client Service Operations is a strategic leader within the global Client Service Operations (CSO) team. The role supports the Americas Institutional and Wealth business lines, working closely with Client Platform, Global Operations, Trading, Portfolio Implementation, and infrastructure teams to deliver best‑in‑class operational support and improve the client experience.

Key Responsibilities

• Lead and manage the US CSO team, including daily operational support, issue resolution, and ongoing client communications.
• Partner with regional client operations leaders to build and maintain a consistent global client servicing model, ensuring alignment on standards, processes, and best practices.
• Drive transformation initiatives aligned to the firm’s overall strategic roadmap.
• Establish and monitor service level agreements (SLAs) and key performance indicators (KPIs) to ensure excellence in client support.
• Develop and implement scalable processes that enhance the client experience while improving internal efficiency.
• Analyze trends in client issues and feedback to inform product and process improvements.
• Collaborate with cross‑functional leaders (Client Platform, Investment Platform, Infrastructure Platform) to resolve complex client challenges and anticipate evolving needs.
• Mentor and develop a high‑performing, client‑focused team.
• Manage budgets and relationships with third‑party providers to ensure quality, compliance, and alignment with client service standards.
• Serve as a senior point of escalation for high‑impact client concerns.

Qualifications

• 10+ years of experience in client operations, investment operations, or a related field, with at least 5 years in a leadership role.
• Proven success building and scaling teams in a fast‑paced environment.
• Strong track record of leading transformation and continuous improvement efforts, including redesigning processes, improving service models, and driving measurable efficiency and client experience gains.
• Excellent organizational, communication, and leadership skills.
• Strong analytical and problem‑solving abilities.
• Experience managing third‑party service providers or outsourced teams, including contract oversight, SLA adherence, and performance reviews.

Compensation

Base salary range: USD 120,000 – 225,000. Compensation is competitive and includes salary, variable compensation, and benefits. Additional rewards may include a discretionary Corporate Bonus and/or Incentives, where eligible.

Equal Opportunity Employment

Wellington Management is an equal opportunity employer. We consider a broad array of candidates with diverse skill sets, experiences, and backgrounds. All qualified applicants receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, or any other characteristic protected by applicable law.