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 We are seeking a Director, AI Business Enablement Strategist to lead AI adoption and value realization across the Infrastructure Platform. The Infrastructure Platform brings together the firm’s infrastructure functions — Enterprise Risk, Finance & Administration, Global Operations, Human Resources, Legal & Compliance, Technology, and shared enterprise services — with a mandate to turn complexity into clarity and speed into advantage so the firm can grow, adapt, and deliver for clients at scale. Artificial intelligence is central to that mandate. Reporting to the Chief Operating Officer, the Director, AI Business Enablement Strategist will connect Infrastructure leadership, the platform’s Chief Product Owners, and the enterprise AI organization and develop a shared AI strategy and translating it into practical, scalable, and measurable business outcomes. The Director will work in close partnership with the Chief Product Owners, who connect business strategy and priorities to product roadmaps and delivery, forming a complementary virtual team that brings together business transformation, product management, technology, data, and change capabilities. Together, they will identify and prioritize high-value opportunities, redesign end-to-end workflows, sequence the portfolio, mobilize delivery, and ensure AI is embedded in the platform’s operating model and culture. The ideal candidate combines strategic thinking, operational execution, change leadership, product orientation, and AI fluency with a hands-on approach. They are comfortable taking a broad remit from concept through measurable impact, can build shared ownership across senior leaders and Product Owners, and have the judgment to listen, challenge constructively, clarify decisions, and follow through. KEY RESPONSIBILITIES AI Strategy, Product Partnership, and Business Alignment Gather stakeholder input and partner with the COO, Infrastructure Platform leaders, and Chief Product Owners to develop a shared AI strategy and coordinated roadmap for the platform, aligned with enterprise AI strategy, standards, and capabilities. Partner with Chief Product Owners and functional leaders to identify, evaluate, and prioritize end-to-end workflows and AI opportunities that advance strategic objectives, improve operational effectiveness, and deliver measurable business outcomes. Translate shared priorities into clear business outcomes, product roadmaps, investment cases, sequencing decisions, and ownership across business, product, technology, and enterprise AI teams. Serve as a thought partner to senior leaders and Chief Product Owners on where and how AI can meaningfully improve workflows, decision-making, service delivery, risk management, and operating efficiency. Create transparency across AI initiatives and product roadmaps, surfacing dependencies, resource constraints, and opportunities to standardize or scale while avoiding fragmented or duplicative effort. Shift priority focus initiatives from largely AI on to AI native solutions AI Adoption and Business Enablement Drive consistent adoption of enterprise AI capabilities across all Infrastructure functions, tracking where adoption is accelerating and where additional support is required. Partner with Chief Product Owners, functional leaders, and delivery teams to redesign end-to-end workflows and integrate AI into core processes, controls, products, and team routines. Identify barriers to adoption and develop practical solutions that support sustainable behavior change. Establish and share best practices, implementation frameworks, and success stories that allow successful pilots to scale across the platform. Help leaders separate meaningful, value-driven AI adoption from low-impact experimentation. Enterprise AI Partnership Act as Infrastructure’s primary liaison to the enterprise AI organization and the Head of Enterprise AI. Align Infrastructure’s AI priorities with enterprise capabilities, standards, tooling, governance and risk and controls frameworks. Coordinate the implementation of enterprise AI programs, models, and platforms within Infrastructure, securing sponsorship and driving execution readiness. Ensure enterprise responsible AI principles, governance requirements, and model lifecycle standards are understood and consistently applied across Infrastructure functions. Connect Infrastructure teams to enterprise AI resources, expertise, training, and infrastructure to accelerate delivery and reduce duplicated effort. Portfolio Management and Value Realization Develop, maintain and help to prioritize a comprehensive portfolio view of AI initiatives across the Infrastructure Platform. Partner with leaders to define business cases, success measures, and key performance indicators for AI investments. Track adoption, productivity gains, cost efficiency, service quality, and risk reduction outcomes, ensuring efficiency gains are attributed and deliberately redeployed to higher-value work. Provide regular reporting and insight to the COO and Infrastructure leadership team on progress, outcomes, risks, and emerging opportunities. Promote disciplined evaluation of AI opportunities so investments align with strategic priorities and deliver demonstrable impact. Understand the inventory of self-developed utilities (SDUs) across the platform and align guardrails, efforts and best practices with the broader AI strategy and roadmap Workforce Transformation and Change Leadership Partner with Human Resources and Infrastructure leaders to prepare the workforce for AI-enabled ways of working. Support AI literacy, training, capability development/upskilling, role evolution, and workforce planning efforts across the platform. Identify opportunities to redesign work, simplify processes, and shift capacity from lower-value activity toward higher-value work. Lead change management efforts that enable successful adoption at scale while maintaining engagement and accountability. Foster a culture of continuous learning, responsible experimentation, and innovation. Influence and Cross-Functional Leadership Participate in and facilitate leadership forums, working groups, and decision-making routines that advance the platform’s AI agenda. Build a trusted operating partnership with the platform’s Chief Product Owners and strong relationships across Infrastructure functions, Technology, the enterprise AI organization, and other key stakeholders. Influence outcomes across a complex, highly matrixed organization without direct authority. Communicate complex concepts clearly and practically to both technical and non-technical senior audiences. Serve as a trusted advisor to the COO, CPOs and the Infrastructure leadership team on AI-enabled transformation. KEY QUALIFICATIONS & EXPERIENCE Significant experience leading large-scale business transformation, digital transformation, strategy, operating model, or business enablement initiatives with AI native workloads Strong understanding of generative AI, automation, and emerging agentic technologies, with the ability to translate technical capability into business outcomes. Demonstrated success driving organizational adoption of new technologies and ways of working at scale. Exceptional stakeholder management and influencing skills, including experience partnering with senior executives, Product Owners, technology leaders, and cross-functional delivery teams. Proven ability to clarify roles and decision rights, build shared ownership, and drive outcomes through collaboration rather than direct authority. Strong analytical, communication, program leadership, and problem-solving capabilities. Ability to balance strategic perspective with pragmatic, hands-on execution. Experience working within a product operating model and partnering closely with Product Owners and centralized technology, data, digital, or AI organizations, including AI Centers of Excellence. Familiarity with AI governance, responsible AI practices, model lifecycle management, and enterprise AI operating models. Background in management consulting, strategy, transformation, operations, or business management. Experience designing or leading enterprise-wide change management and adoption programs. WHAT SUCCESS LOOKS LIKE Within the first 12 to 24 months, this leader will have: Established a high-trust operating partnership among Infrastructure Platform leadership, the Chief Product Owners, Technology, and the enterprise AI organization, with clear roles and decision rights from strategy through delivery. Built a shared Infrastructure AI strategy and coordinated roadmap that is reflected in product priorities and aligned with enterprise AI capabilities and platform strategy. Accelerated AI adoption across Infrastructure functions through practical, business-led implementation. Delivered measurable productivity, efficiency, service, and risk-management improvements through AI-enabled use cases. Created transparency around Infrastructure’s AI portfolio, investments, and value realization. Helped reshape workflows, operating practices, and workforce capabilities for an increasingly AI-enabled and agentic future. Positioned the Infrastructure Platform as a leading adopter of enterprise AI capabilities across the firm. JOB TITLE Director, AI Business Enablement Strategist JOB FAMILY Finance Management LOCATION 280 Congress 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 considers all qualified applicants will receive 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 120,000 - 225,000 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. 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. 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. For more information, please visit https://www.wellington.com/en/

Director, AI Business Enablement Strategist.

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