Manager, Client and Portfolio Tech & Ops

Wellington Management Company, LLP
Boston, USA
14 May 2022
13 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.

At Wellington Management our appetite for technology is insatiable. We recognize that the world is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers to these questions by building and evolving our innovative, industry leading, technology platform. We are seeking qualified candidates to join our expanding technology team. Together, you will not only dream up solutions to today's investment challenges, but you will build them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated well-managed technology platform that is built by people like you. This is your chance to build something incredible. We want you to think big, to solve challenges, and positively impact our clients.

We are seeking a candidate for a technology manager position. This role works closely with members of IT and business teams to design, develop, test, implement, and support solutions to meet business requirements. This is a great opportunity for an experienced manager to lead a strong development team focused on Portfolio Administration technology within Wellington's Client and Portfolio Technology & Operations organization.

Our Portfolio Administration platform serves complex requirements on multiple fronts including:
  • A high-volume environment with substantial daily transaction activity
  • A wide variety of asset classes across equity, fixed income, and derivatives
  • A large number of markets in which we invest around the world
  • A global team of investors and relationship managers who need timely data
  • A complex technology environment providing real-time integration with many of our investment and client reporting applications
The candidate should have a strong systems development background, including experience building and maintaining complex applications and a good understanding of high-volume data management.

Due to the many consumers of portfolio accounting data around the firm, this position requires a high level of collaboration with business and technology stakeholders in multiple domains, as well as excellent communication and delivery skills. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people at all levels of the organization.

Responsibilities are multi-dimensional and include the management of development teams, technology design, project delivery and program oversight.
  • Lead a team of 6-8 software engineers to ensure the delivery of on-time, scalable and high-quality technical solutions
  • Manage projects from initiation through execution and delivery
  • Ensure quality of product by enforcing established architectural/technology standards
  • Provide leadership during production support outages as needed
  • Develop a strong partnership with business and IT stakeholders to identify requirements and set priorities
  • Establish a strategic vision and roadmap to deliver capabilities that align with business priorities
  • Recommend modifications to established practices and procedures to increase efficiency and reduce risk
  • Collaborate with other IT teams within Wellington to ensure effective integration with portfolio management, trading, and other applications
  • Create a shared technology vision to build and support a world class technology platform that exceeds the needs of our users
  • Maintain relationships with key consulting partners and application vendors, ensuring a high level of service
  • Develop and maintain industry relationships, both in technology and portfolio accounting, to stay attuned to evolving industry trends and best practices
This role requires strong skills in the areas of portfolio accounting and investment process expertise, client management, technical leadership, and staff development.
  • 10 years of experience in delivering technology solutions with full project lifecycle experience (functional analysis, technical design, development, deployment, support)
  • 5 years of management experience with direct oversight of technology teams and deliverables
  • Strong project management/ project methodology and delivery skills
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills, with high attention to detail
  • Strong client relationship skills and proven ability to build consensus
  • Experience working directly with business partners to understand their needs and deliver solutions that meet those needs
  • Change agent, creative, innovative, and focused on continuous improvements
  • Self-motivated and willing to work in an energetic, fast paced team environment
  • Experience supporting critical production applications
  • Experience in Financial Industry required, with direct Portfolio Administration experience 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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