Client & Product Strategy Specialist

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 Position We are looking for an experienced marketing data analyst who is ready for a transformational role to help lead the continued evolution of available marketing data and analytics to measure marketing effectiveness and how marketing achieves business objectives . The Marketing Analytics Lead is a role on the Business Intelligence team with the Client Product & Strategy organization. Over the past few years, we have significantly evolved the maturity of our marketing analytics capabilities and we are looking someone to lead that continued progress and continue to evolve and shape our marketing data and analytics. The right candidate will demonstrate that they can use data to tell stories, effectively identify actionable insights, and communicate the impact marketing has on business objectives. Wellington Management offers comprehensive investment management capabilities that span most 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. We are similarly interested in using data to help us develop a long-term digital view of our clients and prospects that helps us better support their goals. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as standard practice and will have flexibility in terms of working hours. Responsibilities Oversee the planning, development, and execution of marketing analytics strategy and framework: Develop and implement the marketing analytics strategy and performance reporting processes that focuses on business outcomes Standardize a global marketing measurement framework and identifying KPIs (key performance indicators) to measure the impact of marketing. Defining the team's support model for different marketing stakeholders to ensure sufficient support of analytics needs. Creating an annual analytics research agenda that aligns resourcing with business priorities and supporting the development of ad hoc analyses. Acting as the lead "sense-maker" or "data interpreter" for marketing leadership, helping them contextualize disparate data sources and inconsistent conclusions. Outlining measurement plans for multichannel marketing programs and campaigns that evaluate the multichannel impact of marketing activities on engagement. Refine our marketing analytics business processes: Managing the existing marketing analytics vendor team. Managing the performance of web, email, social, and media measurement resources and oversee optimization, including data collection and analysis. Selecting and managing external service providers for marketing analytics. Supporting marketing colleagues in articulating measurable program outcomes and selecting consistent measurement metrics during the planning phase. Ensuring data and insights are communicated effectively in a way that is timely, tailored, and contextualized to the target audience. Managing the timely delivery of reporting and insights and craft user-friendly answers to basic marketing questions (e.g., executive dashboards). Creating and maintaining a marketing performance baseline and benchmark marketing metrics against relevant standards and competitors. Standardizing how we measure ROI (return on investment) across search, display, mobile, social, and offline marketing channels. Qualifications/Skills Digital marketing platform knowledge, including: Common website analytics platforms (e.g., Google Analytics, Adobe Analytics) widely used ad serving and technology platforms, social listening and analytics platforms, and email analytics. Social listening and analytics platforms, including engagement and sentiment analysis. Experience with data visualization tools (e.g., Tableau, Power BI). Knowledge of common statistical analysis methods (e.g., propensity, classification, text mining and sentiment analysis) and tools. Analytic modeling using methods such as basic statistics, software-assisted segmentation, and linear regression; Quantitative analysis (e.g., engineering, statistics, finance, mathematics, or economics). Experience determining business impact through various approaches to analysis and use of tools, including: 10 years of marketing analytics experience preferably within the asset management industry. Multitouch, algorithmic attribution models and media mix modeling, understanding typical approaches, methods, challenges, and output of both models. Knowledge of measurement methods, such as net promoter scores, customer lifetime value, customer engagement, propensity-to-buy and propensity-to-churn. Testing methodologies, including A/B, multivariate and multiarmed bandit algorithms. Editing databases and performing queries (e.g., SQL, Python), and working with data warehouses and other relational database storage environments. Incorporating offline and external online (e.g., CRM) data into an online marketing campaign analysis. Developing custom approaches to complex measurement challenges such as video, social and content marketing. Location The Client and Product Strategy Specialist will be based in Wellington's office in Boston, MA (280 Congress Street). 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 r ace, 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 . 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 65,000 - 150,000 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) Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. For more information, please visit (

Created: 2024-11-05