Product Owner – Client Data & Analytics

Wellington Management

. Define and evolve the product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model .

Posted 11/6/2026full-timeBoston • Massachusetts • United StatesSeniorLead💰 $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 product ownership and management within regulated environments, with a strong focus on defining product strategy, managing backlogs, and driving measurable adoption. Proficient in leveraging technology, data, and AI capabilities to enhance product outcomes and stakeholder engagement.

Highest-signal resume keywords

Product OwnershipProduct Strategy DevelopmentAgile Delivery ExperienceData GovernanceStakeholder Engagement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product ManagementBacklog ManagementData IntegrationData Quality ManagementWorkflow AutomationKPI FrameworksData AcquisitionUser Experience DesignRisk ManagementProduct Discovery

Soft Skills

Strong Product JudgmentComfort with AmbiguityInfluencing StakeholdersClear CommunicationProblem Framing

Tools & Technologies

AI ToolsCRM SystemsData Analytics PlatformsAgile MethodologiesCollaboration Tools

Certifications & Qualifications

Bachelor's DegreeAdvanced Degree Preferred

Industry Keywords

Asset ManagementFinancial ServicesRegulated EnvironmentData GovernanceProduct Lifecycle Management

About the role

Key responsibilities & impact

Define and evolve the product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model
Partner with Wealth and Institutional Product Owners to identify shared and differing workflows, data needs, analytical use cases, and operating requirements
Translate business needs into scalable horizontal data and analytics capabilities while balancing standardization, reusability, and platform value
Establish product objectives, success measures, and decision principles
Translate business priorities into a sequenced roadmap and own backlog ordering, sequencing, and capacity-allocation trade-offs
Coordinate decisions affecting shared capabilities, journeys, enterprise platforms, and operating-model implications
Make decisions to proceed, defer, reshape, or decline requests and explain the evidence 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 Product Owners in Client, Infrastructure, and Investment Platforms
Drive adoption, stakeholder engagement, and realization of business value
Maintain cross-product handoffs and prevent duplicate capabilities
Own and maintain a healthy, prioritized, and refined product backlog
Lead product decision-making and participate in backlog refinement, release planning, and delivery ceremonies
Clarify requirements and make scope and sequencing trade-offs during delivery
Surface dependencies, delivery risks, data constraints, and operating-model impacts
Evaluate product performance after launch, identify adoption barriers, and prioritize improvements
Evaluate workflows for simplification, standardization, redesign, automation, technology, data, and AI opportunities
Use AI tools to prototype, test, and refine workflow improvements
Compare solution options based on expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and maintainability
Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information
Exercise independent product judgment within agreed strategy, 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 stakeholders understand changes, timing, rationale, readiness, and adoption actions
Coordinate launch readiness and adoption needs while remaining accountable for product outcomes

Requirements

What you’ll need

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 judgment to select and apply them appropriately in a regulated environment
Experience with CRM data strategy, KPI frameworks, and data-product portfolio management
Experience with data governance, definitions, lineage, provenance, and controls
Experience with data acquisition, integration, harmonization, and monitoring
Experience with data quality, reconciliation, observability, and issue management
Strong product judgment and outcome orientation
Ability to distinguish user problems from requested solutions and stakeholder input from product priority
Comfort with ambiguity and 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 technical, data, and workflow understanding
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
Bachelor's degree required
Advanced degree and/or relevant professional qualification preferred

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 a week