Principal, Client Platform Product Designer

UNKNOWN; Needham (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Flexible work arrangement

Retirement plan

Discretionary bonus

Paid time off

Job summary

Wellington Management seeks a senior leader within the Client Platform Technology group to head client and employee experience across Marketing, Sales, Onboarding, and Servicing. You will shape digital tools used by prospects, clients, and staff, including Public Website, Client Portal, Campaigns, and internal destinations.

Partner with business leads to align on the intended experience, translate requirements into user stories and acceptance criteria for engineering, and guide end‑to‑end

Responsibilities

• Research and Insights: Monitor usage of client and employee‑facing tools and conduct client research to understand practices, needs, motivations, and pain points.
• Analysis and Opportunity Identification: Synthesize insights through current‑state journeys, service blueprints, and executive presentations.
• Define Experience Strategy and Design: Define future‑state client journeys, processes, and digital tools; produce wireframes and prototypes with annotations.
• Leadership and Mentoring: Build service design and experience design practices for the enterprise and coach team members.

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.

Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.

As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Wellington has a long history of delivering exceptional client service. As we drive more self‑service within our institutional offering, expand into Wealth, and scale Global Distribution, it is increasingly important to deliver world‑class digital tools that are easy to use and provide a competitive edge in relevant markets. It is equally important to scale service operations and account for regional variations with a clear focus on administrative efficiency and employee experience. This is a perfectly timed, high‑visibility role for a value‑focused creative problem solver who is passionate about client experience, has strong business and technical aptitude, and is an effective consensus builder. As a senior member of the Client Platform Technology team, this individual will head client and employee experience for all products and solutions across the Marketing, Sales, Onboarding, and Servicing stages of the client lifecycle. This includes digital tools used globally by prospects and clients—Public Website, Client Portal, Campaigns, and third‑party digital destinations—as well as the tools used by Wellington employees to serve them. The individual will partner with business teams to align on the intended experience, prioritize requirements, and serve as a shared resource across product development teams, supporting end‑to‑end development from invention and design through rollout. Within the Client Platform, we view Client Experience and Employee Experience as two sides of the same coin. This role will pioneer Service Design as a formal practice at Wellington, partnering with business leads, operations, product, and technology teams to analyze the current state and define the future‑state client and distributor journey, including required business processes, workflows, and tools.

RESPONSIBILITIES

Research and Insights

• Monitor usage of client and employee‑facing digital tools to inform experience strategy and design; conduct client research to understand current practices, unmet needs, motivations, and pain points.
• Conduct service design workshops and stakeholder interviews across Marketing, Sales, and Servicing to understand current workflows, collaboration models, pain points, strategic priorities, and KPIs.

Analysis and Opportunity Identification

• Analyze, synthesize, and present insights through current‑state journeys, service blueprints, and executive presentations.
• Triangulate data and insights to identify opportunities that deliver value and improve the client and employee experience.

Define Experience Strategy and Design

• Define future‑state client journeys, business processes, digital tools, and solutions using service blueprints.
• Facilitate the Client Platform vision by creating conceptual designs and testing them with clients and internal stakeholders.
• Produce high‑fidelity wireframes and prototypes with annotations; gather inputs to refine and socialize them with stakeholders.
• Work with Client Platform product teams to break down features into user stories and acceptance criteria for engineering.
• Participate in strategic planning and initiative sequencing to optimize ROI, continuously improving client and employee experience while removing friction.

Experience Governance

• Research, build, and evolve client and employee experience standards—including components, guidelines, and frameworks—to support efficient design and development of Client Platform tools.
• Assess client and employee‑facing solutions across the organization to ensure alignment with best practices, industry research, and Wellington’s experience standards. This includes existing tools and those that are under development.

Leadership and Mentoring

• Build service design and experience design practices for the enterprise.
• Coach Client Platform team members and champion experience strategy and design across sister platforms.

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 [e-mail].

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 120,000 - 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 salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

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/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/