Infrastructure Platform CFO - Wellington Management

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 Infrastructure Platform CFO is a key leadership role responsible for overseeing all financial operations for the infrastructure platform which includes the finance & administration, human resources, technology, risk, legal, and compliance functions. This leader will drive financial performance, support key decisions across the organization and manage the infrastructure platform budget and forecasting process.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with the company’s overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Infrastructure Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.

RESPONSIBILITIES

1. Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.
2. Lead the financial planning, budgeting, forecasting, and analysis for the infrastructure platform.
3. Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization’s core values and long-term vision.
4. Partner with business leaders to support strategic vision and initiatives.
5. Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.
6. Oversight of presentation development for committee meetings, townhalls, and other cross-functional discussions.
7. Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.
8. Continuous evaluation and support for cost allocation, transparency, problem-solving and execution.
9. Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.
10. Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.

QUALIFICATIONS

1. Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree preferred.
2. Demonstrable (15+ years) relevant work experience in finance with infrastructure leadership experience, ideally within a global environment.
3. Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success.
4. Proven track record of leading financial planning processes and delivering high-quality analysis and insights.
5. Strong understanding of financial principles, accounting standards, and financial modeling techniques.
6. Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability.
7. Proven problem-solving and analytical skills coupled with rigorous decision-making process.
8. Superior interpersonal and communication skills.
9. Strategic thinker with the ability to provide forward-looking analysis and recommendations.
10. Strong leadership and interpersonal skills with the ability to collaborate effectively across functions and influence decision-making at all levels of the organization.
11. Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner.
12. Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.
13. Strong applications skills – Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus.
14. Financial modeling knowledge and application.

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.

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: no range available.

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).