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About the Role

The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data, enabling enhanced measurement, analytics, reporting, and self-service capabilities. This role translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog based on user needs, business outcomes, risk, dependencies, and delivery capacity.

Responsibilities

Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
Partner with other Product Owners to understand shared and differing needs, translating them into scalable horizontal data and analytics capabilities.
Establish product objectives, success measures, and decision principles to ensure transparency in priorities and trade-offs.
Translate business priorities into a sequenced roadmap focused on measurable business outcomes, owning backlog ordering, sequencing, and capacity-allocation trade-offs.
Consider cross-product, platform, data, and operating-model implications when setting direction and priorities.
Make clear decisions on requests (proceed, defer, reshape, or decline) and explain the rationale and trade-offs.
Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
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 product capability duplication.
Own and maintain a healthy, prioritized, and refined product backlog that translates strategy and discovery findings into clear, well-scoped work.
Lead product decision-making and actively participate in backlog refinement, release planning, and delivery ceremonies.
Serve as the primary product decision-maker during delivery, responding promptly to questions and making timely scope and sequencing trade-offs.
Surface dependencies, delivery risks, data constraints, and operating-model impacts early.
Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through technology, data, automation, and AI.
Act as a self-sufficient builder with AI, using available tools to prototype and test workflow improvements.
Compare solution options based on 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.
Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
Order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work.
Ensure stakeholders have visibility into changes, timelines, impact, and required readiness actions.
Coordinate with owners to address launch readiness and adoption needs.
Use the stated product boundary to resolve overlap and escalate unresolved decision-right questions.

Requirements

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: CRM data strategy, KPI frameworks, and data-product portfolio management; Data governance, definitions, lineage, provenance, and controls; Data acquisition, integration, harmonization, and monitoring; Data quality, reconciliation, observability, and issue management.
Strong product judgment and outcome orientation.
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.
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 and avoiding duplicate ownership.

Skills

Product Vision
Roadmap Development
Prioritization
Backlog Management
Agile Methodologies
Stakeholder Management
Data Strategy
Analytics
Reporting
Self-Service Capabilities
User Needs Translation
Business Outcomes
Risk Management
Dependency Management
Delivery Capacity Planning
Continuous Discovery
Problem Definition
Outcome Measurement
Technology Partnership
Workflow Simplification
Standardization
Automation
Artificial Intelligence (AI)
Prototyping
Solution Option Comparison
Total Cost of Ownership (TCO)
Data Governance
Data Acquisition
Data Integration
Data Harmonization
Data Quality Management
Data Lineage
Data Provenance
Data Controls
CRM Data Strategy
KPI Frameworks
Data-Product Portfolio Management
Data Reconciliation
Data Observability
Issue Management
Product Judgment
Ambiguity Tolerance
Trade-off Analysis
Influencing Skills
Delivery Discipline
Requirements Clarification
Scope Management
Strategic Thinking
User Experience (UX)
Product Sustainability
Cross-functional Collaboration

Location

280 Congress

Work Type

Hybrid (4 days in office, 1 day remote)

Experience Level

10+ years

Education Level

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

Salary/Compensations

USD 120,000 - 225,000

Benefits

Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life insurance
Disability insurance
Adoption assistance
Back-up childcare
Tuition reimbursement
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 across global capital markets.
Our investment solutions cater to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
As a private partnership, our ownership structure promotes a long-term perspective aligned with client interests.

Equal Opportunity

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.