Market Research and Competitive Intelligence Lead

Wellington Management

. Maintain understanding of industry trends, competitor strategies, client needs and regulatory developments across asset classes .

Posted 10/28/2026full-timeBoston • Massachusetts • United StatesSenior💰 $120,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset management, competitive intelligence, and product management, with a strong ability to translate strategic insights into actionable analysis. Proven track record in managing complex projects and fostering talent development in a collaborative environment.

Highest-signal resume keywords

Asset Management Industry KnowledgeCompetitive IntelligenceProduct ManagementExceptional Communication SkillsCollaborative Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic AnalysisMarket AnalysisProject ManagementData Vendor ManagementFramework Development

Soft Skills

MentorshipInfluencing StakeholdersAdaptabilityInnovation Fostering

Tools & Technologies

EVestmentBroadridgeMorningstar

Industry Keywords

Industry TrendsCompetitor StrategiesClient NeedsRegulatory DevelopmentsProduct Launch Decisions

About the role

Key responsibilities & impact

Maintain understanding of industry trends, competitor strategies, client needs and regulatory developments across asset classes
Own and manage relationships with industry research and data vendors
Manage the portfolio of research tools and data by monitoring capabilities and recommending purchases and usage
Distribute market and competitor insights through management reporting and ad hoc communications
Support management decision-making through custom analysis and thought partnership
Inform product development and fund prioritization through competitive intelligence and market analysis
Develop frameworks and processes for product launch decisions and ongoing prioritization
Identify opportunities to scale and enhance the product and fund platform
Partner with Product Managers and Portfolio Advisors on product and fund positioning
Contribute to developing next-generation talent through mentorship and apprenticeship

Requirements

What you’ll need

6–12+ years of experience
Knowledge of the asset management industry
Experience likely including strategy consulting, corporate strategy, product management, competitive intelligence and/or industry research
Knowledge of industry data providers such as eVestment, Broadridge and Morningstar
Ability to translate complex strategic questions into specific and actionable analysis
Commercial mindset and strong track record of collaborative leadership
Proven ability to manage complex projects and deliver strategic insights
Exceptional communication and presentation skills, with ability to influence senior stakeholders
Comfort operating in a consensus-driven environment
Passion for developing talent and fostering innovation
Ability to thrive in a dynamic environment with evolving priorities and incomplete information

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
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, including leave of absence, paid holidays, volunteer, sick and vacation time
Flexible work environment, with remote work 1 day per week