Market Research and Intelligence Lead

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.

The Client and Product Strategy team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and market research. The AVP Market Research and Competitive Intelligence will play an important role in shaping Wellington’s product strategy and positioning. This individual will leverage competitive insights to inform product development, guide fund prioritization, and partner with product management and sales teams to optimize how our products are positioned in the marketplace.

The role involves a range of activities including conducting and communicating research, partnering with frontline sales and product teams to drive growth, and contributing to strategic projects across the firm.

Key areas of responsibility include:

• Maintain a deep understanding of industry trends, competitor strategies, client needs, and regulatory developments across asset classes
• Own and manage Wellington’s relationships with industry research and data vendors. Manage our portfolio of tools and data by monitoring new capabilities and recommending purchase and usage
• Broadly distribute market and competitor insights through the development of new management reporting as well as ad hoc communications
• Support critical management decision making through custom analysis and thought partnership
• Inform product development and fund prioritization through competitive intelligence and market analysis
• Develop frameworks and processes to support product launch decisions and ongoing prioritization
• Identify opportunities to scale and enhance Wellington’s product and fund platform
• Partner with Product Managers and Portfolio Advisors to develop compelling product and fund positioning informed by competitor knowledge
• Contribute to the development of next-generation talent within the CPS function through mentorship and apprenticeship

We are seeking a candidate that brings a passion for data-driven industry research, knowledge of the asset management industry and its key data providers such as eVestment, Broadridge and Morningstar, a collaborative working style, a commercial mindset, and a strong desire to grow and learn. The ideal candidate will have:

• 6-10+ years of experience
• Knowledge of the asset management industry. Likely including experience in strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
• Ability to translate complex strategic questions into specific and actionable analysis
• A commercial mindset and strong track record of collaborative leadership
• Proven ability to manage complex projects and deliver strategic insights
• Communication and presentation skills, including a track record of influencing senior stakeholders
• Comfort operating in a consensus-driven environment
• A passion for developing talent and fostering innovation
• Ability to thrive in a dynamic environment with evolving priorities and incomplete information

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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…