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 RolePosition Overview
This position sits within the Finance function and plays a critical role in how the firm plans, forecasts, and governs compensation expense. The role is focused on management of position and cost data, reporting, expense management and financial governance, partnering closely with Global Compensation, Human Resources, and senior leaders to support decision-making and execution.
This individual will support the end‑to‑end financial process for compensation including forecasting and reporting, translating complex data into actionable insights, and provide thoughtful guidance on trade‑offs, risks, and implications for the business. The role requires strong attention to detail and comfort operating independently. This individual needs to be process focused, excited to build on current momentum on investments in platforms & systems and be open and curious to adopting AI/new technologies.
Responsibilities
· Oversee and execute position management activities and governance, including review and approval of new, changed, and backfilled roles; maintain cost targets
· Ensure accurate and timely position, headcount, and compensation data within Workday and related systems
· Provide comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to evaluate firm performance and identify areas for improvement
· Monitor progress against approved compensation plans and proactively surface risks, issues, and trade‑offs
· Produce recurring standard work including financial reporting packages/analysis for CFO/Leadership team
· Support the design and development efforts to implement innovative solutions to enable growth, enhance decision-making and drive efficiency (e.g. workforce planning system implementation)
· Serve as a trusted Finance advisor in compensation‑related discussions, including Quarterly Business Reviews and senior leadership forums
· Maintain highest standards of confidentiality and integrity
Qualifications
· Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree a plus
· Demonstrable (3-5+ years) relevant work experience in analytical roles, with a proven track record of process improvement, innovation, and disciplined execution
· Strong attention to detail and analytical skills with proven ability to interpret complex data and provide forward-looking analysis & recommendations
· Advanced technical skills (e.g. Excel, Workday, Power BI, Tableau) are strongly preferred; demonstrated interest in leveraging AI tools to automate processes, reporting and analysis; Anaplan experience is a nice to have
· Excellent communication and problem-solving skills
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 [email protected].
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 80,000 - 150,000This 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)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Skills Required
- Bachelor's degree in finance, accounting, or related field
- 3-5+ years relevant analytical experience (forecasting, reporting, variance analysis)
- Strong attention to detail and analytical skills, ability to interpret complex data and provide recommendations
- Excellent communication and problem-solving skills
- Maintain highest standards of confidentiality and integrity
- Advanced technical skills (e.g., Excel, Workday, Power BI, Tableau)
- Demonstrated interest in leveraging AI tools to automate processes, reporting and analysis
- MBA or advanced degree
- Anaplan experience
What We Do
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
