Head of Equity Product Management

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 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. The team bridges between the investment and distribution functions to translate investment insight into compelling commercial propositions which align with clients’ targeted outcomes, to support asset growth and retention.

EPM serves as a primary external interface with clients, prospects, and consultants, while also stewarding the commercial and business management of equity portfolios. In addition to product positioning, EPM plays a critical role in portfolio governance, pricing, investment team succession, and crisis‑response communications related to major market, macro, or regulatory events.

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. With the goal of prioritizing smart growth, and new channel penetration the role demands a strategic focus on the structural trends of different client channels in their equity allocation intentions along with close partnership with the investment platform to assess, map, develop and prioritize areas of greatest commercial focus.

The role serves as a key integrator across the Client-, Investment-, and Infrastructure platforms to ensure consistency of decision‑making, sequencing, and messaging across complex and sensitive initiatives.

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. The role also has direct leadership responsibility for a global team of approximately 40+ product management professionals.

As a senior leader, the Head of EPM is expected to lead, develop, and motivate product management talent; foster a culture of thoughtful, disciplined risk‑taking; and build durable commercial capabilities through rigorous feedback, reflection, and continuous improvement. He/she is also tasked with continuously assessing the structure and organization of talent within the team, ensuring scalability and commercial alignment with client allocation decision structures, while harvesting a culture of collaboration, trust and excellence.

RESPONSIBILITIES

• Set and own the global strategy, development, and lifecycle management of Wellington’s equity products, with accountability for revenue, net client growth, and channel expansion (with particular focus on Wealth) aligned with firm strategy, investment priorities, and client needs.
• 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.
• Act as a primary external representative for the equity franchise with clients, prospects, and consultants—driving revenue and net new client acquisition through effective positioning, relationship management, strategic storytelling, and access into priority Wealth platforms and channels.
• 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.
• Lead, mentor, and manage a global team of senior Investment Directors and functional leaders; oversee performance management, development, succession planning, promotions, and compensation decisions.
• Build a strong, inclusive leadership culture grounded in accountability, rigorous feedback, disciplined risk‑taking, and continuous improvement.
• Deepen collaboration with regional leaders to strengthen opportunity development and improve conversion, driving net new client growth and revenue, including expanded penetration in priority Wealth segments and platforms.
• Oversee resource allocation across Equity Product Management to balance commercial priorities, investment support, and firmwide objectives—deploying leadership attention to the highest‑impact revenue opportunities, net client growth, and Wealth/channel expansion priorities.
• Proactively evolve team structure, role clarity, and coverage models to reflect changes in product lineup, client demand, and regional needs.
• Provide senior oversight of risk identification, escalation, and mitigation across the equity product lineup, ensuring appropriate governance and investment integrity.
• Shape firmwide dialogue on equity positioning, portfolio design, risk, and long‑term scalability.
• Foster strong cross‑functional collaboration across the Investment Platform, Client Group, and partner functions.
• Represent Equity Product Management in firmwide forums, leadership discussions, and strategic initiatives.
• Serve as a trusted advisor in complex firmwide initiatives where sequencing, communication, and cross‑stakeholder coordination are critical to success.

QUALIFICATIONS

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.
• 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.

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 - 225,000