Product Owner - Client Onboarding & Servicing

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, Client Onboarding Servicing, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for the post-sale client lifecycle and service experience of our clients. This includes onboarding, reporting, issue resolution, lifecycle changes, and offboarding. The Product Owner translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity.

Sitting at the intersection of client service, relationship management, onboarding and implementation, client administration, reporting, operations, and horizontal and vertical Product Owners, the Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and makes explicit decisions about what should be delivered, when, and why it matters. Technology partners are accountable for how solutions are designed, built, supported, and sustained.

RESPONSIBILITIES

Product Vision, Strategy & Prioritization

• Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
• Own the business outcomes and value delivered through Client Onboarding & Servicing capabilities, improving our client’s experience as well as our internal workflows, while driving adoption.
• Establish product objectives, success measures, and decision principles that make priorities and trade-offs transparent.
• Translate business priorities into a sequenced roadmap focused on measurable business outcomes. Own backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
• Consider cross-product, platform, data, and operating-model implications when setting direction and priorities, and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
• Make clear decisions to proceed, defer, reshape, or decline requests, and explain the evidence and trade-offs behind those decisions.
• Partner with business stakeholders and technology partners to align capabilities with future-state workflows.

Stakeholder Management & Adoption

• Serve as the primary product representative for business stakeholders and technology delivery teams.
• Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
• Drive adoption, stakeholder engagement, and realization of business value.
• Maintain explicit cross-product handoffs and prevent the product from duplicating capabilities owned elsewhere.

Backlog, Requirements & Delivery

• Own and maintain a healthy, prioritized, and sufficiently refined product backlog that translates strategy and discovery findings into clear, well-scoped work ahead of planning.
• Lead product decision-making and actively participate in backlog refinement, release planning, and relevant delivery ceremonies in partnership with engineering, design, and delivery leads.
• Serve as the primary product decision-maker during delivery, responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade-offs when constraints or new information emerge.
• Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with the appropriate owners to resolve or escalate them.
• Remain accountable after launch for evaluating product performance, identifying adoption barriers, and translating evidence into product decisions and prioritized improvements.

Workflow Transformation, Data & Technology

• Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI capabilities.
• Act as a self-sufficient builder with AI, using available tools to prototype, test, and refine workflow improvements while engaging technology SMEs when solutions require scale, controls, or deeper technical expertise.
• Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
• Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.

Product Judgment, Stakeholder Alignment & Adoption

• Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
• Within the assigned product scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
• Ensure affected stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
• Coordinate with the appropriate owners to address launch readiness and adoption needs. Connect work across functions and remain accountable for product outcomes without assuming ownership for every downstream activity.
• Use the stated product boundary to resolve overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.

WHAT SUCCESS LOOKS LIKE

• Product direction, boundaries, decision rights, priorities, and trade-offs are clear and aligned with Client Platform strategy and the target operating model.
• Delivery teams have clear, refined work, timely product decisions, and early visibility into risks and dependencies, resulting in predictable delivery and limited avoidable rework.
• Workflow improvements use process change, technology, data, automation, and AI where they provide meaningful value and can be implemented and governed responsibly.
• Shorter and more predictable onboarding, improving the client experience
• Faster inquiry and issue resolution
• Improved reporting delivery and lifecycle control
• Fewer servicing errors and manual interventions

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 product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
• Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption.
• Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
• Working knowledge of technology, data, automation, and AI capabilities, with the judgment to select and apply them appropriately in a regulated environment.
• Demonstrated experience relevant to: Service strategy, operating model, standards, capacity, and controls; Client readiness and sales-to-service handoff; Client onboarding, implementation, go-live, and exception management; Client entitlements, portal access, and digital experience requirements.

Leadership Competencies

• Strong product judgment and outcome orientation, including the ability to distinguish user problems from requested solutions and stakeholder input from product priority.
• Comfort with ambiguity and the ability to propose a practical initial direction, test assumptions, and adjust based on evidence.
• Ability to make transparent trade-offs, defend product decisions constructively, and influence senior and cross-functional stakeholders.
• Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post-launch evaluation.
• Strong partnership with engineering and design, supported by enough technical, data, and workflow understanding to make informed scope decisions.
• Ability to build alignment through clear problem framing, evidence, transparent trade-offs, and timely decisions across senior and cross-functional stakeholders.
• Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
• Ability to operate across product boundaries while preserving clear accountability for this product’s outcomes and avoiding duplicate ownership.

Education

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

JOB TITLE

JOB FAMILY

LOCATION

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

About Us

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. 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.

For more information, please visit https://www.wellington.com/en/