Skip to main content

Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Boston, Massachusetts

Salary: $100K - $225K

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

Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure.

The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future.  We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department’s strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques.

The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients.  It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors.

Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent.

Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders.

Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors.


Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance:
•    Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes
•    Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to ‘pain points;’ enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology)
•    Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors’ investment skills/capabilities
•    Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and
•    Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes.


Promoting idea generation and excellent investment performance in our portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements:
•    Supporting Investors to develop well-articulated investment philosophies and processes
•    Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight
•    Ensuring a successful operational model for each Investor’s research and investment process
•    Managing investment capacity for each team and strategy; and
•    Leverage the Investors’ time to ensure they are generating excellent investment results.


Ensuring that the Investment Boutiques platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities:
•    Ensuring necessary infrastructure and support is in place
•    Participating in new product development discussions globally and across functions; and
•    Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes

•    15+ years of relevant professional experience
•    Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results
•    Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm
•    Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver
•    Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous
•    Strong academic credentials: MBA and/or CFA (Chartered Financial Analyst / CAA (Chartered Asset Allocator) (or equivalent)
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

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 100,000 – 225,000

This 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/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)