Product Owner, Institutional

At Wellington Management, this role helps shape how the Institutional segment experiences its end-to-end outcomes across the Client Platform. The Product Owner, Institutional defines Institutional priorities, advances continuous discovery, and works closely with product and technology partners to turn strategy into clear direction, delivery focus, and measurable adoption results.

You will translate Client Platform strategy and the target operating model into an Institutional vision and operating priorities, then coordinate the cross-product decisions required to deliver shared capabilities and aligned workflows.

What you’ll do

• Define and evolve an Institutional experience vision and strategic priorities aligned with Client Platform strategy and the target operating model.
• Establish objectives, success measures, and decision principles to clarify priorities, trade-offs, and the basis for choices.
• Translate Institutional priorities into business recommendations that inform roadmap direction, sequencing, and investment decisions across Client Platform products.
• Assess cross-product, platform, data, and operating-model implications and coordinate decisions that affect shared capabilities and journeys.
• Recommend priorities, trade-offs, and investment opportunities based on Institutional outcomes, stakeholder needs, risk, and expected value.
• Align business stakeholders and technology partners on future-state capabilities and workflows.
• Act as the primary representative for Institutional stakeholders and priorities across Client Platform products.
• Build alignment among Institutional 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.
• Lead Institutional discovery and define business priorities, requirements, acceptance criteria, and expected outcomes.
• Communicate Institutional priorities across products and make recommendations when stakeholder needs, investment opportunities, or delivery objectives compete.
• Partner with horizontal Product Owners to translate Institutional priorities into product investments, delivery plans, and measurable business outcomes.
• Own Institutional business requirements, stakeholder impacts, and intended outcomes throughout discovery and delivery.
• Surface cross-product dependencies, risks, constraints, and trade-offs; resolve them with accountable owners or escalate unresolved issues.
• Evaluate outcomes, adoption, and experience performance to recommend future improvements and investment priorities.
• Define future-state Institutional workflows and experiences aligned with Client Platform strategy.
• Identify cross-product workflow gaps, dependencies, and opportunities to improve efficiency, scalability, consistency, and user experience.
• Partner with Product Owners, technology teams, and business stakeholders to evaluate and implement improvements using process, data, technology, automation, and AI-enabled approaches.
• Define success measures and verify whether implemented changes achieve intended business outcomes.

What you bring

• 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.
• Proven 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 for appropriate use in a regulated environment.
• Demonstrated experience relevant to: Institutional segment strategy and priorities; Cross-product Institutional journey design; Institutional requirements and trade-off decisions; Institutional adoption and end-to-end segment outcomes.
• Strong product judgment and outcome orientation, including effectiveness in ambiguity with 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, cross-functional environment.
• Ability to balance strategic thinking, user experience, technology, risk, and execution considerations in business and product decisions.
• Bachelor’s degree required.

Technology

• AI

Work arrangement

• Boston, MA (onsite)
• 4 days per week in the office, with flexibility to work remotely 1 day per week

Compensation

• Base salary range: USD 120,000 - 225,000 per year

Benefits

• Comprehensive and high value benefit package
• Retirement plan
• Health and wellbeing, including dental, vision, pharmacy coverage, and health savings account
• Flexible spending accounts and commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance and back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Discretionary Corporate Bonus and/or Incentives (if eligible)

What success looks like

• Institutional priorities consistently shape product investment and prioritization decisions.
• Institutional experiences become more coordinated across acquisition, onboarding, servicing, reporting, governance, and relationship management activities.
• Cross-product gaps, duplication, and friction points are identified and addressed before they negatively impact client or employee experiences.
• Institutional business outcomes improve through coordinated execution across multiple Client Platform products.
• Institutional priorities, requirements, and experience strategy provide a consistent basis for cross-product decision-making.

Education

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