Technology Strategist

Wellington Management Company, LLP
Boston, USA
06 May 2022
05 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

Our global investment platform is comprised of over 500 investment professionals across six investment functions (Alternatives, Boutiques, Privates, Research, Science, and Strategy) in seven locations (Boston, Hong Kong, London, Radnor, San Francisco, Singapore, and Tokyo). Within the investment platform, we are seeking a Technology Strategist to join our Integrated Investment Technology Planning team, part of the COO Group, which is building shared 'Centers of Excellence' to benefit all investment groups, drive integration across the platform, take a long-term view, and ensure the platform is flexible and adaptable to changing client needs and market conditions.

The objective of the Integrated Investment Technology Planning Team is to develop and continually evolve a cohesive strategic vision for Wellington's investment platform technology. This newly formed team will work at the intersection of business and technology to profoundly incorporate technology throughout our investment platform and move our business forward by making the right investments in technology. In addition to strategic planning, the group will also serve as the business owners and program managers for complex technology projects on the investment platform.

The primary focus of the Technology Strategist will be to coordinate the alignment of our technology and business initiatives and to manage a portfolio of complex technology initiatives. This is a dynamic role that requires a global mindset, intellectual curiosity, advanced analytical skills including the ability to frame the key issues, develop recommendations, and influence outcomes. The Technology Strategist will report to the Director, Integrated Investment Technology Planning. As a new role within a new team, we expect the successful candidate will bring their own ideas and experiences to shape the role for maximum impact.


The following essential skills are required for the role:
  • Strategic vision for technology-enabled transformation - The Technology Strategist will be a strategic business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform processes via technology. The position requires being able to think creatively about new ways to amplify the success of our investment professionals and their line managers by reimaging the tools they use every day. The ideal candidate will have a proven track record driving and successfully delivering complex, cross-functional projects.
  • Superior collaboration and influencing skills - The successful candidate will enjoy contributing to a highly collaborative environment. The Technology Strategist will build strong trusting relationships internally with investors, senior leadership, and colleagues within InvesTech. The ability to provide a point of view and challenge the status quo is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to clearly communicate a strategic vision (both verbally and in writing), integrate numerous viewpoints, and mobilize/influence across all levels of the organization is critical.
  • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a technology strategist. The ideal candidate will have a global perspective and creative approach for thinking about innovation within the broader asset management industry.
  • Work with the Director, Integrated Investment Technology Planning to support the development of a strategic vision for the future of the investment platform's technology-enabled capabilities supported by detailed, prioritized multi-year business execution plans, identifying key dependencies between plans, and synthesizing the key deliverables across business functions in a collective plan
  • Devise and execute a communication strategy to effectively share the strategic vision and resulting technology priorities with all stakeholders
  • Work with investors and colleagues in IT to define business requirements and desired outcomes for complex technology projects, including leveraging investor time by understanding their processes and objectives
  • Employ effective project management methodologies to assess and minimize any project risk, escalating issues and barriers as necessary
  • Coordinate follow-ups and decision making around resourcing and timelines across the firm

Additional qualifications and individual characteristics include:
  • 7+ years of business, technology, or operational experience in asset management
  • Demonstrated ability to be a strategic business leader and project manager, including the ability to be a change agent and rally support for large-scale initiatives
  • Technical aptitude and ability to partner with and provide a sounding board to IT on technical subjects
  • Credibility to engage productively with senior investors and leaders, including ability to constructively challenge status quo and solve problems
  • Demonstrated ability to engage the organization appropriately, making sure that all relevant parties and functional groups are informed, involved, and engaged
  • Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary
  • Capacity for differentiated thinking and ability to problem solve effectively
  • Strong academic credentials; MBA and/or CFA (or equivalent) is preferred
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 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 .

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