Senior Equity Product Director | Hybrid, Client Strategy

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

Benefits offered by this job

Retirement plan

Health benefits

Dental coverage

Vision coverage

Pharmacy coverage

Health savings account

Commuter program

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management is seeking an Investment Director (Product Specialist/Client Portfolio Manager) for the Equity Product Management team in Boston, MA. The role focuses on leading business and marketing strategy, representing the equity business to clients, and ensuring robust investment and risk processes.

A strong equity background and MBA/CFA are preferred. You will collaborate with Business Development, Relationship Management, and Portfolio Management to drive product development,

Qualifications

• 12+ years of related professional experience in asset management or institutional investment consulting.
• MBA or CFA qualification preferred.
• Strong written, oral and interpersonal communication skills.
• Excellent quantitative abilities and ability to perform attribution analysis.

Responsibilities

• Contribute to portfolio development and marketing; engage with clients, prospects, and consultants.
• Oversee investment integrity and risk management of portfolios for clients.
• Contribute to product development and coordinate with Business Development & Relationship Management.

Skills

Equity investment background

Communication skills

Quantitative analysis

Risk attribution

Leadership

Problem solving

Portfolio management

Education

MBA or CFA

Job description

Wellington Management is seeking an Investment Director (Product Specialist/Client Portfolio Manager) for the Equity Product Management team in Boston, MA. The role focuses on leading business and marketing strategy, representing the equity business to clients, and ensuring robust investment and risk processes.

A strong equity background and MBA/CFA are preferred. You will collaborate with Business Development, Relationship Management, and Portfolio Management to drive product development,