Business Intelligence Lead

Wellington Management•Boston, MA

2d•Hybrid

About The Position

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 Business Intelligence Lead for the Client Platform will drive strategic development and delivery of high‑quality business intelligence capabilities for the Client Platform. The role will support Client Platform Finance & BI function and will be responsible for advancing the Business Intelligence vision, delivering high-impact analytics, and enabling data-driven decision-making across the Client Platform, and in alignment with firmwide Infrastructure and Investment Platforms. The successful candidate will engage with business stakeholders to deliver meaningful insights, translate business questions into scalable analytics capabilities, and embed an intelligence-led approach to decision-making. This role combines strategic leadership, hands-on analytics expertise, and strong cross-functional collaboration.

Requirements

Bachelor’s degree in a quantitative or business-related field; advanced degree a plus.
5-10 years of experience in asset management, financial services, or a related industry with experience supporting sales, distribution, or client-facing organizations in an analytical and business intelligence capacity.
Strong critical thinking and analytical judgment, with the ability to operate strategically while maintaining a deep understanding of data models, schemas, and analytical detail.
Strong experience with BI and visualization tools (e.g., Tableau, Power BI) and SQL; experience with modern data and analytics platforms, including Microsoft Fabric, Databricks, Snowflake, and related technologies preferred.
Demonstrated ability to partner with senior stakeholders and influence outcomes through data-driven insights.
Strong organizational and project leadership skills, with the ability to manage multiple complex workstreams.
Exceptional communication skills, including the ability to translate complex data into clear, compelling narratives
High intellectual curiosity, sense of ownership, and strong judgment amid complexity and ambiguity.

Nice To Haves

Familiarity with AI-augmented reporting and productivity tools is strongly preferred.

Responsibilities

Lead and drive the BI strategy, make recommendations to bring standards and accuracy to solutions
Work with stakeholders to turn challenges and opportunities into solutions
Collaborate with business partners to understand data models in detail, prioritize outcomes, and define actionable requirements
Partner with colleagues to improve user experience and define visual standards for dashboards
Translate business needs into a strategic plan, technical specifications, and designs
Prioritize & complete support & enhancement requests
Demonstrate the ability to identify potential high value add opportunities
Contribute to estimation, planning, development / integration, testing and deployment processes

Benefits

retirement plan
health and wellbeing
dental
vision
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
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)