Product Owner, PMS & OMS
Wellington Management · Boston, United States · 1mo ago
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, Portfolio Management & Investment Implementation Systems, is accountable for the vision, roadmap, prioritization, and outcomes of the capabilities that enable Portfolio Managers and Portfolio Analysts to make investment decisions and move an investment idea into implemented, compliant client portfolios. Scope covers portfolio construction, target management, investment implementation across constrained client accounts, pre-trade guideline adherence, and the orderly handoff of client-ready orders to the trading platform. These capabilities are enabled through Wellington's Portfolio Management System (PMS) and Portfolio Implementation platform (referred to internally as OMS – which is separate from our Trading execution platforms).
This role sits at the intersection of Investments, Trading, Implementation, Operations, Compliance, Data, and Technology. The Product Owner translates Investment Platform strategy and operating model priorities into a clear roadmap and prioritized backlog, ensuring the firm can efficiently move from portfolio intent to implementation, execution, and downstream operational processing.
The Product Owner is accountable for what is delivered, when it is delivered, and why it matters. This includes ownership of product vision, roadmap priorities, sequencing decisions, capacity allocation, backlog management, and outcome realization. Technology partners are accountable for how solutions are designed, built, supported, and sustained.
RESPONSIBILITIES
Product Vision, Strategy & Roadmap
Define and evolve the product vision and roadmap for PMS and OMS capabilities, aligned with Investment Platform strategy and the target operating model.
Translate business priorities and operating model objectives into a sequenced roadmap focused on measurable business outcomes.
Own the business outcomes and value delivered through PMS and OMS capabilities, ensuring investments improve adoption, workflow efficiency, handoff readiness to the trading platform, and the effectiveness of portfolio construction, implementation, and order management workflows.
Establish product objectives, success measures, and adoption goals.
Partner with business stakeholders, and technology partners to align capabilities with future-state workflows and the Investment Platform operating model.
Product Ownership & Prioritization
Own and prioritize the PMS and OMS product backlog.
Own roadmap commitments, sequencing decisions, and capacity allocation trade-offs.
Balance competing demands across Investments, Trading, Implementation, Operations, Compliance, Risk, Data, and Technology.
Make transparent trade-offs based on business value, risk, dependencies, and delivery capacity.
Investment Lifecycle Capabilities & Delivery
Own the vision, roadmap, and outcomes for capabilities supporting portfolio construction, target capture and monitoring, investment implementation across constrained client accounts, exposure and dispersion management, client guideline adherence, and orderly order handoff to the trading platform.
Partner with Portfolio Managers, Portfolio Analysts, Investment Implementation teams, Compliance, and investment leadership to evolve future-state PM & PA workflows and user experiences.
Engage regularly with end users and stakeholders to validate priorities, gather feedback, and ensure delivered capabilities create measurable value.
Manage dependencies with the trading platform (O/EMS), data, analytics, compliance, risk, and operational platforms to deliver integrated investment workflows end-to-end.
Stakeholder Management & Adoption
Serve as the primary product representative for business stakeholders and technology delivery teams.
Build alignment across Investments, Trading, Implementation, Operations, Compliance, Risk, Data, and Technology.
Drive adoption, stakeholder engagement, and realization of business value.
Agile Delivery & Innovation
Lead backlog refinement, prioritization, release planning, and product acceptance activities.
Participate actively in Agile planning and review activities to ensure teams understand priorities, outcomes, and success measures.
Identify and prioritize AI and advanced analytics opportunities that improve investment workflows, decision support, automation, and operational efficiency.
WHAT SUCCESS LOOKS LIKE
Portfolio managers, portfolio analysts, and implementation/trading teams view the product as a strategic enabler of the investment process, helping the firm move efficiently from portfolio intent to execution.
Product priorities are transparent, outcome-oriented, and aligned with the Investment Platform operating model.
Investment workflows are efficient, scalable, and supported by trusted data, effective controls, and measurable improvements in user adoption and business outcomes.
QUALIFICATIONS
EXPERIENCE
10+ years of experience in asset management or financial services, with significant experience supporting portfolio management, implementation, trading, investment operations, or investment technology capabilities.
Deep understanding of portfolio management, investment implementation, order management, and front-to-back investment workflows.
Experience working closely with portfolio managers & investment analysts, risk, data, and technology teams. Experience working with traders, operations, compliance is considered a plus.
Experience defining product strategy, roadmaps, backlogs, and delivery priorities.
Demonstrated success leading complex cross-functional initiatives in Agile environments.
Familiarity with portfolio management, order management, trading, risk, analytics, and investment data platforms preferred.
LEADERSHIP COMPETENCIES
Strong product leadership and outcome orientation.
Ability to translate strategy into executable priorities and measurable outcomes.
Ability to manage competing stakeholder priorities and influence decision-making across senior stakeholders.
Excellent stakeholder management and communication skills.
Strong analytical, decision-making, and prioritization capabilities.
Ability to balance strategic thinking with disciplined execution.
EDUCATION
Bachelor's degree required. Advanced degree and/or CFA, FRM, CAIA, or related 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.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal 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:
USD 120,000 - 225,000This 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. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFAreimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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.