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Chief Information Officer, Client Platform

  • NEW YORK, NY, United States

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Job details

Posting language
English
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Original job description

About UsWellington 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 RoleThe Client Platform is responsible for driving meaningful client engagement across the full client lifecycle from prospecting and business development to ongoing relationship management and client servicing. The platform supports the firm's Sales and Marketing organizations, Product Management and Product Development teams, Global Funds business, and Client Servicing functions in delivering exceptional experiences to prospective and existing clients. The center of gravity for growth is shifting. Institutional relationships remain the foundation of the firm, but the fastest-growing pools of capital wealth (including next-generation and mass-affluent investors), intermediary and advisor channels, DC/retirement, insurance, and OCIO increasingly determine where the firm wins share. These segments do not want the same thing institutional clients want: they want outcomes (retirement income, tax efficiency, personalization) delivered through a blend of digital self-service and human advice, at a scale and cost point institutional servicing was never built for. Wealth and intermediary distribution is not a footnote to this role it is the primary growth vector the role exists to serve, alongside continued excellence in institutional and OCIO servicing. The Head of Client Platform Technology owns the engineering, architecture, and delivery organization behind this shift not the Product Owner role itself. Product Owners across the Client Platform own the business case: they set the outcome, prioritize the roadmap, and answer for what gets built and why. The Head owns how it gets built the technology strategy, architecture, platform investment, and delivery organization required to turn PO-committed outcomes into shipped, scaled capability. This is a delivery-leadership role defined by that partnership: the Head is accountable for delivering against outcomes the POs own, not for setting those outcomes unilaterally. The Head partners closely with Product Owners and business stakeholders across Sales, Marketing, Product Management, Client Servicing, and Global Funds, and with technology peers across the firm the Chief Architect, the CIOs of the Investment and Infrastructure Platforms, Information Security, and Data Privacy to deliver secure, scalable, and differentiated capability. RESPONSIBILITIESThe responsibilities and expectations of the role include, but are not limited to: 1. Client Platform Technology Strategy & Delivery Leadership * Own the technology strategy for the Client Platform end to end, translating Product Owner-committed business outcomes institutional, wealth/intermediary, DC, insurance, and OCIO into an architecture, platform investment plan, and delivery roadmap that gets there. * Act as the technology delivery counterpart to Product Owners across the Client Platform: POs own the business case and the outcome; this role owns the engineering, architecture, and delivery capability that builds it, and is accountable for delivering against PO-committed outcomes on time and at quality. * Lead and develop the engineering, architecture, and delivery leadership across the platform, and partner with the Product Owner for every major product area to ensure delivery plans are built against durable, outcome-based roadmaps rather than project backlogs. * Make and defend buy-versus-build recommendations across the platf

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