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Supports post-trade derivatives operations, including margin calls, collateral management, settlements, reconciliations, trade lifecycle processing, accounting support, and operational controls. Partners with brokers, custodians, clients, traders, and technology teams to resolve issues and maintain accurate processing. The role also identifies automation and workflow improvements, supports implementations and testing, manages documentation, and strengthens risk and control processes.

Counsel the private markets business on formation, operation, governance, and lifecycle matters for private credit, private equity, venture, evergreen, co-investment, and related funds. Advise business, investment, operations, and compliance teams on legal and regulatory developments, negotiate with investors and service providers, manage external counsel, and support strategic projects, policies, controls, and scalable fund lifecycle processes.

The job description provides limited role-specific information. The Principal, Client Platform Product Designer will work within Wellington Management’s investment management organization and its collaborative, flexible office environment. The position offers a base salary of $120,000–$225,000, plus potential bonus, incentives, and comprehensive benefits. Employees generally work from the office four days per week, with one remote day.

Leads Wellington Management’s global compensation function, including pay structures, incentive programs, benchmarking, annual compensation reviews, governance, analytics, and executive recommendations. Serves as the senior compensation adviser to HR, Finance, and business leaders; oversees compensation committees, market insights, and program effectiveness. Manages and develops the global compensation team while ensuring competitive, equitable, and business-aligned practices across geographies.

Leads institutional client and distribution-partner relationships across Latin America. Serves as a central contact, leads investment discussions, supports retention and business development, coordinates onboarding and complex servicing requirements, resolves client issues, and ensures legal, regulatory, and contractual compliance. Partners with investment, legal, compliance, operations, and business development teams while improving regional servicing processes. Requires strong investment knowledge, executive presence, Spanish fluency, independent judgment, and travel across the region.

Supports private equity investment products through product management, investment oversight, performance and portfolio analytics, client reporting, marketing materials, fundraising, investor due diligence, and relationship management. The role collaborates across investment, technology, fund services, marketing, and compliance teams; contributes to technology initiatives and interdepartmental projects; and eventually participates in client and prospect meetings to communicate investment strategies, portfolios, and performance.

Leads equity product business and marketing strategy, represents investment teams with clients and consultants, develops products and solutions, and oversees portfolio investment and risk integrity. The role creates marketing materials and investment guidelines, explains portfolio strategies, identifies business and operational risks, supports product development, vets opportunities, and resolves internal business issues. Requires strong equity investment expertise, quantitative analysis, communication, commercial judgment, and leadership.

Supports investment teams by monitoring transactions and holdings for compliance with client guidelines and regulatory requirements. Reviews investment management agreements, evaluates client guidelines, maintains the Sentinel monitoring system, provides real-time pre-trade support, resolves post-trade exceptions, and collaborates with relationship, product management, and portfolio management teams.

Drives commercial growth across insurance and sub-advisory relationships by developing executive-level clients, originating new mandates, expanding existing business, and executing strategic account plans. Leads commercial discussions and negotiations, monitors insurance market trends, coordinates cross-functional engagement across investments, product, legal, compliance, operations, and distribution, and strengthens Wellington’s strategic partnerships and assets under management.

Manage strategic insurance and sub-advisory client relationships, serving as a primary client contact and coordinating governance, reporting, deliverables, and issue resolution. Partner with Investments, Product, Operations, Legal, and Compliance teams to ensure service quality and accountability. Support client retention, strategic account planning, and partnership growth while maintaining visibility into client priorities and timelines. The role also contributes to relationship-management processes and development of junior team members.