Product Owner, Investment Risk

10500 WMC Wellington Management Company LLP; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental and vision insurance

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Paid time off

CFA/tuition reimbursement

Job summary

Wellington Management is seeking a Product Owner for Investment Risk to set vision and roadmaps, driving risk analytics and controls. You will align risk priorities with the Investment Platform, manage backlog, and partner with risk, data, and technology teams to deliver measurable improvements in risk transparency and portfolio decision support.

The role requires 10+ years in asset management, a Bachelor’s degree, and preferably advanced credentials.

Qualifications

• Bachelor's degree required.
• Advanced degree and/or CFA, FRM, CAIA preferred.
• 10+ years of experience in asset management or financial services.

Responsibilities

• Define and evolve the product vision and roadmap for Investment Risk priorities.
• Translate priorities into a sequenced roadmap with measurable outcomes.
• Own outcomes and value delivered through risk capabilities and controls.
• Establish objectives, success measures, and adoption goals.
• Collaborate with stakeholders and tech to align capabilities with target operating model.
• Own backlog, roadmap commitments, sequencing decisions, and capacity trade-offs.
• Lead Agile planning and backlog refinements for delivery.
• Identify AI and advanced analytics opportunities to improve risk workflows.

Skills

Product leadership

Strategy translation

Stakeholder management

Analytical thinking

Decision making

Prioritization

Education

Bachelor's degree

Advanced degree or CFA/FRM/CAIA

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

The Product Owner, Investment Risk, is accountable for the vision, roadmap, prioritization, and outcomes of the capabilities that help investment teams understand, manage, and incorporate risk into portfolio decisions. This includes portfolio risk management, risk methodologies and engines, scenario analysis, stress testing, exposure monitoring, investment controls, regulatory adherence, and risk decision support across the investment lifecycle. This role sits at the intersection of Portfolio Management, Investment Risk, Compliance, Data, Analytics, and Technology. The Product Owner translates Investment Platform strategy and investment risk priorities into a clear roadmap and prioritized backlog, ensuring investment professionals have trusted data, well‑governed risk methodologies, transparent analytics, and actionable insights to support risk‑aware portfolio construction and monitoring. The Product Owner is accountable for what is delivered, when it is delivered, and why it matters. This includes ownership of product vision, roadmap priorities, sequencing decisions, capacity allocation, backlog management, and outcome realization. Technology partners are accountable for how solutions are designed, built, supported, and sustained.

RESPONSIBILITIES

• Product Vision, Strategy & Roadmap: Define and evolve the product vision and roadmap for Investment Risk priorities, aligned with Investment Platform strategy and target operating model.
• Translate business priorities and operating model objectives into a sequenced roadmap focused on measurable business outcomes.
• Own the business outcomes and value delivered through Investment Risk capabilities, with a focus on risk transparency, portfolio risk oversight, scenario and stress‑testing workflows, investment controls, and risk‑informed decision‑making.
• Establish product objectives, success measures, and adoption goals.
• Partner with business stakeholders and technology partners to align Investment Risk capabilities with future‑state workflows and the Investment Platform operating model.
• Product Ownership & Prioritization: Own and prioritize the Investment Risk product backlog.
• Own roadmap commitments, sequencing decisions, and capacity allocation trade‑offs.
• Balance competing demands across stakeholders.
• Make transparent trade‑offs based on business value, risk, dependencies, and delivery capacity.
• Investment Risk Capabilities & Delivery: Own the enterprise investment risk analytics engine that feeds investor workflows, risk oversight workflows, and management and client reporting on risk and positioning across asset classes and strategy types.
• Partner with professionals across risk and analytics research, risk strategy, compliance, data, and technology partners to evolve scalable, well‑governed risk workflows and decision‑support capabilities.
• Partner closely with Product Owners across Research, Investment Data, Portfolio Management & Order Management, and other Investment Platform products to ensure risk capabilities are effectively integrated into investment workflows, enabling investors to incorporate risk considerations into portfolio construction, implementation, and ongoing portfolio management.
• Establish and evolve pathways for accessing consistent, trusted data for risk analysis, aligned with canonical sources, agreed data ownership principles, and enterprise architecture standards.
• Integrate risk measures into portfolio construction, decision‑support, monitoring, and control workflows so investment teams can incorporate risk considerations more effectively into day‑to‑day decisions.
• Guide prioritization across internal capabilities, external/vendor tools, and tactical workflows, ensuring the roadmap reduces friction, improves repeatability, and supports resilient risk capabilities.
• Stakeholder Management & Adoption: Serve as the primary product representative for business stakeholders and technology delivery teams.
• Work with other Product Owners to ensure prioritization roadmap aligns with capabilities of upstream products (e.g., Data) and needs of downstream products (e.g., PMS, OMS).
• Agile Delivery & Innovation: Lead backlog refinement, prioritization, release planning, and product acceptance activities.
• Participate actively in Agile planning and review activities to ensure teams understand priorities, outcomes, and success measures.
• Identify and prioritize AI and advanced analytics opportunities that improve investment risk workflows, investment decision support, automation, and operational efficiency.

WHAT SUCCESS LOOKS LIKE

Investment Platform leaders, portfolio managers, investment risk professionals, and compliance stakeholders view the product as a strategic enabler of disciplined, risk‑aware investment decision‑making. Product priorities are transparent, outcome‑oriented, and aligned with the Investment Platform operating model. Investment Risk workflows are efficient, scalable, and supported by trusted data, well‑governed methodologies, effective controls, clear ownership, and measurable improvements in adoption, transparency, and investment decision quality.

EXPERIENCE

• 10+ years of experience in asset management or financial services, with meaningful exposure to portfolio risk management, risk methodologies, risk analytics, investment controls, investment data, and investment risk technology capabilities.
• Experience working closely with investment, data, analytics, and technology teams.
• Experience defining product strategy, roadmaps, backlogs, user stories, acceptance criteria, and delivery priorities.
• Demonstrated success leading complex cross‑functional initiatives in Agile environments and influencing stakeholders across business and technology teams.
• Familiarity with risk analytics platforms, portfolio management platforms, investment data platforms, market/reference data, vendor tools, and modern software delivery practices preferred.

DOMAIN EXPERTISE

• Risk methodologies, models and risk engines
• Portfolio risk management and investment risk oversight
• Investment controls, and regulatory risk requirements
• Trusted data usage, canonical data dependencies, and integration with shared data and analytics capabilities

LEADERSHIP COMPETENCIES

• Strong product leadership and outcome orientation.
• Ability to translate strategy into executable priorities and measurable outcomes.
• Ability to manage competing stakeholder priorities and influence decision‑making across senior stakeholders.
• Excellent stakeholder management and communication skills.
• Strong analytical, decision‑making, and prioritization capabilities.
• Ability to balance strategic thinking with disciplined execution.

EDUCATION

• Bachelor's degree required.
• Advanced degree and/or CFA, FRM, CAIA, or related professional qualification preferred.

Equal Opportunity and Diversity

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].

Compensation and Benefits

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. 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.

Company Background

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/