Product Owner - Client Data & Analytics
Wellington Management Co
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Benefits offered by this job
Job summary
Wellington Management Co in Boston is seeking a Product Owner for Client Data & Analytics to shape the strategy and roadmap for trusted client data platforms, enabling advanced analytics and self-service capabilities for institutional clients.
You will translate strategy into a clear product direction, manage the backlog, and drive collaboration with engineering, data, and business stakeholders to deliver measurable outcomes while balancing risk and delivery capacity.
Qualifications
- 10+ years of experience in product ownership/management in asset management or similar regulated environment.
- Ability to define product strategy, roadmaps, backlogs, requirements, and success metrics.
- Experience partnering with engineering, data, risk, compliance, and business stakeholders in Agile environments.
Responsibilities
- Define and evolve a vision and outcome-oriented roadmap aligned with Client Platform strategy.
- Lead discovery, translate needs into scalable data/analytics capabilities, balance standardization and reuse.
- Own backlog, participate in planning, and make trade-offs with cross‑functional teams.
- Surface dependencies and risks early, work with owners to resolve or escalate.
- Evaluate adoption, measure outcomes, and translate evidence into prioritized improvements.
Skills
Education
Job description
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.
The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data allowing for better measure, analytics, reporting, and self-service capabilities. The Product Owner translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity. The Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and makes explicit decisions about what should be delivered, when, and why it matters. Technology partners are accountable for how solutions are designed, built, supported, and sustained.
- Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
- Partner with the Wealth and Institutional Product Owners to understand where workflows, data needs, analytical use cases, and operating requirements are shared and where they materially differ.
- Translate those needs into scalable horizontal data and analytics capabilities, balancing standardization, reusability, and platform value while avoiding unnecessary duplication or vertical‑specific solutions.
- Establish product objectives, success measures, and decision principles that make priorities and trade‑offs transparent.
- Translate business priorities into a sequenced roadmap focused on measurable business outcomes.
- Own backlog ordering, sequencing, and capacity-allocation trade‑offs within the assigned scope. Consider cross‑product, platform, data, and operating‑model implications when setting direction and priorities, and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
- Make clear decisions to proceed, defer, reshape, or decline requests, and explain the evidence and trade‑offs behind those decisions.
- Partner with business stakeholders and technology partners to align capabilities with future‑state workflows.
- Serve as the primary product representative for business stakeholders and technology delivery teams.
- Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
- Drive adoption, stakeholder engagement, and realization of business value.
- Maintain explicit cross‑product handoffs and prevent the product from duplicating capabilities owned elsewhere.
- Own and maintain a healthy, prioritized, and sufficiently refined product backlog that translates strategy and discovery findings into clear, well‑scoped work ahead of planning.
- Lead product decision‑making and actively participate in backlog refinement, release planning, and relevant delivery ceremonies in partnership with engineering, design, and delivery leads.
- Serve as the primary product decision‑maker during delivery, responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade‑offs when constraints or new information emerge.
- Surface dependencies, delivery risks, data constraints, and operating‑model impacts early, working with the appropriate owners to resolve or elevate them.
- Remain accountable after launch for evaluating product performance, identifying adoption barriers, and translating evidence into product decisions and prioritized improvements.
- Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit‑for‑purpose technology, data, automation, and AI capabilities.
- Act as a self‑sufficient builder with AI, using available tools to prototype, test, and refine workflow improvements while engaging technology SMEs when solutions require scale, controls, or deeper technical expertise.
- Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long‑term maintainability.
- Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
- Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
- Within the assigned product scope, order the backlog, recommend roadmap changes, make delivery‑level scope trade‑offs, and accept or reject delivered work against agreed criteria.
- Ensure affected stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
- Coordinate with the appropriate owners to address launch readiness and adoption needs.
- Connect work across functions and remain accountable for product outcomes without assuming ownership for every downstream activity.
- Use the stated product boundary to resolve overlap and elevate unresolved decision‑right questions before they create duplicate roadmaps or delivery work.
- Product direction, boundaries, decision rights, priorities, and trade‑offs are clear and aligned with Client Platform strategy and the target operating model.
- Delivery teams have clear, refined work, timely product decisions, and early visibility into risks and dependencies, resulting in predictable delivery and limited avoidable rework.
- Workflow improvements use process change, technology, data, automation, and AI where they provide meaningful value and can be implemented and governed responsibly.
Experience 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment. Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities. Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption. Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments. Working knowledge of technology, data, automation, and AI capabilities, with the judgment to select and apply them appropriately in a regulated environment. Demonstrated experience relevant to: CRM data strategy, KPI frameworks, and data‑product portfolio management; Data governance, definitions, lineage, provenance, and controls; Data acquisition, integration, harmonization, and monitoring; Data quality, reconciliation, observability, and issue management.
Strong product judgment and outcome orientation, including the ability to distinguish user problems from requested solutions and stakeholder input from product priority. Comfort with ambiguity and the ability to propose a practical initial direction, test assumptions, and adjust based on evidence. Ability to make transparent trade‑offs, defend product decisions constructively, and influence senior and cross‑functional stakeholders. Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post‑launch evaluation. Strong partnership with engineering and design, supported by enough technical, data, and workflow understanding to make informed scope decisions. Ability to build alignment through clear problem framing, evidence, transparent trade‑offs, and timely decisions across senior and cross‑functional stakeholders. Ability to balance strategic thinking, disciplined execution, user experience, controls, and long‑term product sustainability. Ability to operate across product boundaries while preserving clear accountability for this product’s outcomes and avoiding duplicate ownership.
Bachelor's degree required. Advanced degree and/or relevant professional qualification preferred.
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 GMWTalentOperations@wellington.com. 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: EUR 85,000-175,000 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. 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.
- retirement plan
- health and wellbeing
- dental
- vision
- 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
- 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. 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 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/
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