Product Owner – Client Onboarding, Servicing

Wellington Management

. Define and evolve the product vision and outcome-oriented roadmap for Client Onboarding & Servicing .

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 complex regulated environments, focusing on client onboarding and servicing. Capable of defining product strategy, managing backlogs, and driving stakeholder engagement to achieve measurable business outcomes.

Highest-signal resume keywords

Product OwnershipAgile DeliveryClient OnboardingProduct StrategyStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product ManagementBacklog ManagementWorkflow AutomationData AnalysisService StrategyRequirements DefinitionOutcome MeasurementRisk ManagementTechnical UnderstandingUser Experience Design

Soft Skills

Strong Delivery DisciplineComfort With AmbiguityInfluencing StakeholdersTransparent Trade-offsCollaboration

Tools & Technologies

AI ToolsAutomation TechnologiesData PlatformsDigital Experience ToolsWorkflow Management Systems

Certifications & Qualifications

Bachelor's DegreeAdvanced Degree Preferred

Industry Keywords

Asset ManagementFinancial ServicesRegulated EnvironmentClient EntitlementsSales-to-Service Handoff

About the role

Key responsibilities & impact

Define and evolve the product vision and outcome-oriented roadmap for Client Onboarding & Servicing
Own business outcomes and value delivered through client onboarding and servicing capabilities
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, data, platforms, and operating models
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
Own and maintain a healthy, prioritized, refined product backlog
Lead product decision-making and participate in backlog refinement, release planning, and delivery ceremonies
Serve as the primary product decision-maker during delivery, clarifying requirements and making scope and sequencing trade-offs
Surface dependencies, delivery risks, data constraints, and operating-model impacts
Evaluate workflows for simplification, standardization, redesign, automation, and technology enablement
Use AI tools to prototype, test, and refine workflow improvements
Compare solution options based on value, user impact, feasibility, risk, controls, data readiness, cost, and maintainability
Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information
Evaluate product performance after launch, identify adoption barriers, and prioritize improvements
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 service strategy, operating model, standards, capacity, and controls
Experience with client readiness and sales-to-service handoff
Experience with client onboarding, implementation, go-live, and exception management
Experience with client entitlements, portal access, and digital experience requirements
Strong product judgment and outcome orientation
Comfort with ambiguity and ability to test assumptions and adjust based on evidence
Ability to make transparent trade-offs 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, with technical, data, and workflow understanding
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
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