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About the Role

The Product Owner, Client Onboarding Servicing, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for the post-sale client lifecycle and service experience. This role translates Client Platform strategy into a clear product direction, grounded in 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.
Own the business outcomes and value delivered through Client Onboarding & Servicing capabilities.
Establish product objectives, success measures, and decision principles.
Translate business priorities into a sequenced roadmap focused on measurable business outcomes.
Own 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 to proceed, defer, reshape, or decline requests.
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 the product from duplicating capabilities owned elsewhere.
Own and maintain a healthy, prioritized, and sufficiently refined product backlog.
Lead product decision-making and actively participate in backlog refinement, release planning, and relevant delivery ceremonies.
Serve as the primary product decision-maker during delivery, responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade-offs.
Surface dependencies, delivery risks, data constraints, and operating-model impacts early.
Remain accountable after launch for evaluating product performance, identifying adoption barriers, and translating evidence into product decisions and prioritized improvements.
Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI capabilities.
Act as a self-sufficient builder with AI, using available tools to prototype, test, and refine workflow improvements.
Compare solution options using 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 when shaping requirements.
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 against agreed criteria.
Ensure affected stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
Coordinate with the appropriate owners to address launch readiness and adoption needs.
Connect work across functions and remain accountable for product outcomes without assuming ownership for every downstream activity.
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: Service strategy, operating model, standards, capacity, and controls; Client readiness and sales-to-service handoff; Client onboarding, implementation, go-live, and exception management; Client entitlements, portal access, and digital experience requirements.
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 across senior and cross-functional stakeholders.
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 for this product’s outcomes and avoiding duplicate ownership.

Skills

Product ownership
Product management
Business analysis
Agile delivery
Iterative delivery
Technology
Data
Automation
AI
Service strategy
Operating model
Client onboarding
Client servicing
Client lifecycle management
Product vision
Roadmap development
Backlog management
Stakeholder management
Workflow transformation

Location

Onsite (4 days/week)

Work Type

Hybrid

Experience Level

10+ years

Education Level

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

Salary/Compensations

EUR 85,000-175,000

Benefits

Retirement plan
Health and wellbeing
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 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 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.