Executive Assistant

Posted 8 Days Ago
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Boston, MA, USA
In-Office
60K-110K Annually
Senior level
Financial Services
Trusted adviser to investors worldwide
The Role
Provides comprehensive administrative and operational support to the CTO and technology leadership team. Responsibilities include complex calendar management, meeting and travel coordination, expense and purchase order processing, stakeholder communication, action-item tracking, onboarding and offboarding support, documentation maintenance, AI-enabled workflow improvement, and department-wide event coordination. Requires strong judgment, discretion, organization, communication skills, and proficiency with Microsoft Office.
Summary Generated by Built In
About Us

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 Role

The Executive Assistant (EA) will provide comprehensive administrative support to Wellington’s Chief Technology Officer (CTO) and members of his leadership team, including the Chief Architect, Head of AI, and Director of Technology Strategy & Execution. This role serves as a key thought partner and trusted coordinator to technology leadership, requiring strong judgment, discretion, and the ability to operate independently in a dynamic, fast-paced environment.


RESPONSIBILITIES

The Executive Assistant will manage the overall daily support needs of the CTO and members of his leadership team, including but not limited to:

·Proactively managing complex and evolving calendars across multiple time zones, anticipating conflicts and prioritization needs in a fast-moving technology environment

·Coordinating logistics for internal and external meetings, including in-person, hybrid, and virtual sessions; preparing materials; and ensuring seamless execution

·Managing domestic and international travel arrangements when required, preparing detailed itineraries and resolving issues quickly and independently

·Coordinate documentation and preparation of business-related expense reporting and departmental purchase order entry

·Acting as a reliable point of contact for internal and external stakeholders, exercising sound judgment and discretion when handling sensitive or time-critical matters

·Supporting team operations through preparation of materials, tracking action items, and helping leaders maintain focus on priorities

·Leveraging technology and AI-enabled tools to streamline workflows, improve organization, and enhance efficiency across administrative and operational tasks

·Assisting with onboarding and offboarding activities, maintaining team documentation, shared drives, and process materials

·Providing cross-coverage and back-up support to other Executive Assistants as needed, contributing to a collaborative and supportive admin community

·Managing and coordinating logistics for department-wide initiatives such as town halls, holiday celebrations, and recognition for significant personal and professional milestones


QUALIFICATIONS

·Minimum of 5-10 years of experience as an Executive Assistant or senior administrative professional, with demonstrated experience supporting senior leaders in specialized, operationally complex organizations

·Comfort supporting leaders in fast-paced, fast-changing, matrixed organizations; familiarity with agile, product, or iterative delivery models is a plus

·Strong critical thinking and problem-solving skills, with the ability to anticipate needs and act independently

·High emotional intelligence with the ability to remain flexible, composed, and positive in the face of shifting priorities and ambiguity

·Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), with enthusiasm for adopting new tools and technologies, including AI-enabled solutions, to improve efficiency

·Exceptional organizational skills, attention to detail, and commitment to high-quality work

·High degree of professionalism, integrity, and discretion in handling confidential information

·Outstanding interpersonal and communication skills, with a service-oriented mindset, collaborative approach, and the ability to build strong relationships and represent leaders well

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 60,000 - 110,000

This 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

  • 5-10 years of experience as an Executive Assistant or senior administrative professional
  • Experience supporting senior leaders in specialized, operationally complex organizations
  • Experience supporting leaders in fast-paced, fast-changing, matrixed organizations
  • Strong critical thinking and problem-solving skills
  • Ability to anticipate needs and act independently
  • High emotional intelligence and flexibility when priorities shift
  • Advanced proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint
  • Enthusiasm for adopting new tools and technologies, including AI-enabled solutions
  • Exceptional organizational skills and attention to detail
  • Professionalism, integrity, and discretion when handling confidential information
  • Outstanding interpersonal and communication skills
  • Service-oriented mindset and collaborative approach
  • Familiarity with agile, product, or iterative delivery models

Wellington Management Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.

  • Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
  • Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
  • Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.

Wellington Management Insights

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The Company
HQ: Boston, Massachusetts
3,609 Employees
Year Founded: 1933

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.

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