Wellington

Head of Equity Product Management

Boston, MA, United States

Sponsorship not specified$120k-$225kDetected 30 days ago

Product StrategyExcelPerformance ManagementResearchLeadershipCommunicationCollaborationCFA

About the role

The Equity Product Management (EPM) team is a global function within the Client Platform, responsible for shaping and executing the commercial strategy of Wellington's equity franchise.
This includes stewardship of a large‑scale global equity platform exceeding USD 615 billion in assets under management.
EPM serves as a primary external interface with clients, prospects, and consultants, while also stewarding the commercial and business management of equity portfolios.

Responsibilities

Lead or support high‑stakes client engagements, including defense situations, repricing discussions, complex transitions, and sensitive succession communications-protecting and growing revenue while preserving investment and reputational integrity.
Build a strong, inclusive leadership culture grounded in accountability, rigorous feedback, disciplined risk‑taking, and continuous improvement.
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Requirements

The role requires strong judgment, strategic clarity, and the ability to influence outcomes across a complex global organization.
This role embodies Wellington's cultural mantra-Client, Firm, Self-requiring intellectual rigor, mature judgment, and a deep commitment to partnership. The Head of Equity Product Management is expected to operate as a senior enterprise leader, combining investment credibility, commercial acumen, and people leadership to strengthen and scale the global equity franchise. The role requires comfort operating in ambiguity, making high‑stakes decisions with incomplete information, and balancing near‑term commercial pressures with long‑term franchise health.
The ideal candidate will bring significant experience in equity product management, investment leadership, or a closely related senior investment role within an institutional asset manager, along with a proven ability to operate effectively at the intersection of investments, clients, and firm strategy. The role requires strong judgment, strategic clarity, and the ability to influence outcomes across a complex global organization. Demonstrated experience leading through periods of market stress, performance headwinds, or organizational change is strongly preferred.
Additional qualifications include:
15+ years of experience in investment management, with deep knowledge of equity markets.
Demonstrated leadership experience, including managing and developing high-performing teams.
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 r ace, 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 GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation

Nice to have

Strong technical proficiency (market data tools such as FactSet and/or Bloomberg).
Exceptional communication and storytelling skills
able to distill complex analytics into insights that resonate with investors.
Proven track record of partnership with Investment Directors or Institutional PMs, portfolio managers, analysts, and senior leaders in a collaborative investment environment.
Experience with portfolio or partner succession planning, pricing governance, and investment or product‑related committee work is highly valued.
Advanced degree (MBA, MS, PhD) and/or professional designation (CFA, CAIA, or FRM) preferred.
Demonstrated experience leading through periods of market stress, performance headwinds, or organizational change is strongly preferred.

Compensation

USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach.

Benefits

The Head of EPM is accountable for the strategy, development, and full commercial lifecycle of the firm's equity platform-with clear ownership of commercial outcomes for the equity franchise.
As Head of EPM, the role works closely with business leaders and investment personnel to ensure the equity product strategy is intentionally designed, insight‑driven, and aligned with client/market need.
Serve as a senior thought partner to Investment Platform leadership on long‑term equity strategy, portfolio architecture, and portfolio manager transitions.
Play a visible leadership role in shaping firmwide equity strategy discussions, ensuring EPM is an active driver-not just an executor-of strategic direction.
Translate investment insight into clear, compelling equity propositions that improve win rates, support durable asset growth, and strengthen client relevance across regions and channels.
Proactively evolve team structure, role clarity, and coverage models to reflect changes in product lineup, client demand, and regional needs.

Company info

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 role also has direct leadership responsibility for a global team of approximately 40+ product management professionals.
Lead, mentor, and manage a global team of senior Investment Directors and functional leaders

Visa & Work Authorization

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