Product Owner, Wealth

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.

About the Role

The Product Owner, Wealth, defines Wealth business outcomes and translates Client Platform strategy and the target operating model into Wealth priorities and desired outcomes.

The Product Owner leads continuous discovery and recommends investment and delivery priorities based on stakeholder needs, business value, risk, and strategic objectives. Technology partners are accountable for how solutions are designed, built, supported, and sustained.

The Wealth Product Owner is accountable for Wealth business priorities, requirements, outcomes, and strategy as well as driving adoption of capabilities built for the Wealth channel globally. Horizontal Product Owners remain accountable for product roadmaps, backlogs, delivery execution, and technical implementation.

RESPONSIBILITIES

Product Vision, Strategy & Prioritization

• Define and evolve a Wealth experience vision and strategic priorities aligned with Client Platform strategy and the target operating model.
• Establish objectives, success measures, and decision principles that clarify priorities and trade-offs.
• Translate Wealth priorities into business recommendations that inform roadmap, sequencing, and investment decisions across Client Platform products.
• Assess cross-product, platform, data, and operating-model implications and coordinate decisions affecting shared capabilities and journeys.
• Recommend priorities, trade-offs, and investment opportunities based on Wealth outcomes, stakeholder needs, risk, and expected value.
• Align business stakeholders and technology partners on future-state capabilities and workflows.

Stakeholder Management & Adoption

• Serve as the primary representative for Wealth stakeholders and priorities across Client Platform products.
• Build alignment among Wealth stakeholders, Product Owners, and platform leadership.
• Drive stakeholder readiness, adoption, and realization of business value.
• Coordinate cross-functional activities required to support successful implementation and adoption.

Wealth Requirements, Product Partnership & Delivery

• Lead Wealth discovery and define business priorities, requirements, acceptance criteria, and expected outcomes.
• Establish and communicate Wealth priorities across products, making recommendations when stakeholder needs, investment opportunities, or delivery objectives compete.
• Partner with horizontal Product Owners to translate Wealth priorities into product investments, delivery plans, and measurable business outcomes.
• Own Wealth business requirements, stakeholder impacts, and intended outcomes throughout discovery and delivery.
• Evaluate outcomes, adoption, and experience performance to recommend future improvements and investment priorities.

Workflow Transformation & Experience Design

• Define future-state Wealth workflows and experiences aligned with Client Platform strategy.
• Partner with Product Owners, technology teams, and business stakeholders to evaluate and implement process, data, technology, automation, and AI-enabled improvements.
• Define success measures and evaluate whether implemented changes achieve intended business outcomes.

WHAT SUCCESS LOOKS LIKE

• Wealth priorities consistently influence product investment and prioritization decisions.
• Wealth experiences become more coordinated across acquisition, enablement, platform access, servicing, and growth.
• Channel-specific gaps, duplication, and friction points are identified and resolved before they negatively impact advisor, intermediary, end-investor, or employee experiences.
• Wealth business outcomes improve through coordinated execution across multiple Client Platform products.
• Wealth priorities, requirements, and experience strategy provide a consistent basis for cross-product decision-making.

QUALIFICATIONS

Experience

• 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
• Experience defining strategy, requirements, priorities, and success measures across complex products, platforms, or workflows.
• Demonstrated ability to lead discovery, translate business needs into recommendations, influence decisions, and drive measurable outcomes across teams and products.
• Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in iterative delivery environments.
• Working knowledge of technology, data, automation, and AI, with judgment to apply them appropriately in a regulated environment.
• Demonstrated experience relevant to: Wealth segment strategy and priorities; Cross-product Wealth journey design; Channel-specific requirements and trade-off decisions; Wealth adoption and end-to-end segment outcomes.

Leadership Competencies

• Strong product judgment and outcome orientation, with the ability to operate effectively in ambiguity and make evidence-based recommendations.
• Ability to influence prioritization, navigate trade-offs, and build alignment across senior stakeholders with competing priorities.
• Strong business leadership, stakeholder management, and communication skills in a matrixed and cross-functional environment.
• Ability to balance strategic thinking, user experience, technology, risk, and execution considerations when shaping business and product decisions.

Education

Bachelor's degree required. Advanced degree and/or relevant professional qualification 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.

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; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 120,000 - 225,000