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About the Role

The Head of Client Platform Technology owns the engineering, architecture, and delivery organization for the Client Platform, which is responsible for driving client engagement across the full client lifecycle. This role partners closely with Product Owners and business stakeholders to deliver secure, scalable, and differentiated capability, focusing on wealth and intermediary growth, AI-native distribution, data fabric, and marketing/servicing technology.

Responsibilities

Own the technology strategy for the Client Platform end to end, translating Product Owner-committed business outcomes into an architecture, platform investment plan, and delivery roadmap.
Act as the technology delivery counterpart to Product Owners, owning engineering, architecture, and delivery capability.
Lead and develop engineering, architecture, and delivery leadership across the platform.
Make and defend buy-versus-build recommendations across the platform's technology portfolio.
Build and evolve technology supporting institutional, intermediary, and wealth distribution.
Own the roadmap for advisor- and platform-facing capability, including model portfolio and UMA delivery, tax-aware and direct-indexed personalization at scale, and ecosystem integrations.
Manage implementation as the product for private markets sold into wealth-friendly vehicles.
Partner with distribution, sales, and client-facing business leaders to translate goals into technology investment.
Own an AI-native roadmap for the platform, including client intelligence, proposal automation, next-best-action prompts, and a solutions configurator.
Set a clear bar distinguishing AI pilots from AI capability shipped against committed business outcomes.
Ensure AI-native design is the default posture for new capability.
Build the client-centric data fabric for a single, coherent view of a client relationship.
Establish an internal API and event layer for automatic state change propagation.
Leverage data, analytics, and emerging technologies as a coherent platform capability.
Partner with Product Management, Product Development, and Marketing leadership to define and grow technology platforms for content, campaign, and marketing operations.
Partner with Client Servicing leadership to define and execute a best-in-class client servicing platform.
Stay current on market trends, competitive capability, and client and advisor feedback.
Hold first-line risk and control accountability for the Client Platform's technology estate.
Own program-level governance across the platform's technology investment portfolio.
Manage vendor relationships and large-scale contract negotiations across the platform's technology stack.

Requirements

Results-oriented technology leader with a proven track record leading client-facing technology organizations at scale, ideally spanning both institutional and wealth/intermediary distribution.
Direct experience with the wealth and intermediary technology ecosystem.
Demonstrated ability to lead a technology delivery organization that partners with Product Owners on committed business outcomes.
Track record deploying AI as a structural capability inside client-facing workflows.
Strong communication, negotiation, and stakeholder-influence skills.
Understanding of asset management industry data and the operational realities of servicing private markets and alternative vehicles within wealth-friendly structures.
Experience with vendor relationship management and large-scale contract negotiation.

Skills

Salesforce
Adobe Experience Manager
Salesforce Marketing Cloud
Seismic

Location

280 Congress

Work Type

Hybrid

Experience Level

Senior Leadership

Salary/Compensations

USD 120,000 - 225,000

Benefits

Retirement plan
Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

About the Company

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.

Equal Opportunity

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.