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Investment Director, Strategic Growth Platform

2 months ago

Boston, Massachusetts, United States Wellington Management Full time
About the Role

Overview

Wellington Management's Investment Strategy and Solutions Group (iStrat) is seeking an experienced Investment Director to lead the commercialization efforts of our Fundamental Factor Platform (FFP). The successful candidate will be responsible for accelerating the growth potential of the FFP by developing and executing a commercial strategy that leverages their expertise in investment management and client relationships.

Key Responsibilities

  • Establish credibility and partnership with the investment team through intellectual curiosity and a deep understanding of the FFP's philosophy and process.
  • Lead the coordination, design, and execution of the FFP's commercialization strategy in partnership with key stakeholders across the investment team and IPFS.
  • Mobilize the Client Group through commercial content creation, relationship building, and leveraging of client relationships to identify new commercial opportunities.
  • Mentor and develop the other members of the Fundamental Factor product management team to develop commercial skills through coaching and involvement in client and prospecting activities.
  • Partner with the other members of the Fundamental Factor product management team to develop commercial opportunities and handover leadership of prospecting opportunities as they mature to more specific solutions and approaches.
  • Identify and translate market demands and client objectives and needs into product design opportunities and research agendas for the investment team product management teams to consider.
  • Connect dots and align commercial opportunities with other parts of the iStrat platform or the investment platform more broadly as appropriate.
  • Work with distribution teams and the investment team to tailor investment solutions to meet client-specific needs and guidelines.

Requirements

  • Substantial (10+ years) industry experience, with deep equity or solutions investment knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant, product management, or investment.
  • Strong curiosity and drive to understand the FFP's platform philosophy and process, underlying investment strategies, platform research, and mindset of applying learning to help understand and solve for client objectives.
  • Ability to mobilize experienced stakeholders through creative content creation and communication, think creatively to leverage knowledge to achieve commercial ends, model and contribute to a collegial culture, bring a focus on team mindset and collaboration, work well under pressure, and prioritize tasks.
  • Experience participating in the development of talent by providing mentorship and constructive feedback and creating opportunities for team members.
  • Strong interpersonal and relationship-building skills and the ability to tell "stories" with clients and interact with/influence key internal stakeholders.
  • Proven track record of business development/business growth.
  • Global mindset - has worked with global teams (or in other countries), culturally aware.
  • A history of academic achievement; advanced degree or CFA/CAIA are additive though not required.

Location

The Investment Director will ideally be based in Wellington's Global Headquarters in Boston, MA. Location in Wellington's New York office will also be considered.