Senior Product Manager - Private Passport

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Senior Product Manager for Private Passport is responsible for helping shape and deliver digital capabilities that enable Wealth Management clients to understand, monitor, and engage with their financial portfolios. This role combines strong product management expertise with knowledge of investments, portfolio data, financial reporting, and the wealth management client experience.
Working across business, product, engineering, data, UX, operations, risk, compliance, and security teams, this leader translates complex investment concepts and client needs into intuitive digital experiences. The Senior Product Manager helps shape strategy and leads roadmap development, requirements, prioritization, and delivery for capabilities spanning portfolio information, investment insights, account-level experiences, reporting, and related financial data.
The role requires the ability to operate at the intersection of investment knowledge, client experience, data, and technology, helping ensure Private Passport provides clients with accurate, intuitive, and actionable information about their financial relationships.
Major Duties

Lead product strategy, roadmap development, prioritization, and delivery for digital capabilities related to investments, portfolios, assets, and financial information.
Translate complex investment concepts, portfolio data, and wealth management requirements into intuitive digital experiences for clients.
Help shape and advance capabilities that enable clients to better understand their portfolios, including account summaries, holdings, asset allocation, transaction activity, performance-related information, income, and other investment insights.
Partner with Investment, Wealth Management, Data, Technology, and Design stakeholders to define product requirements and help ensure digital experiences accurately represent investment information and business concepts.
Help shape and drive the continued modernization and expansion of investment-related experiences across desktop and mobile channels.
Identify and help prioritize opportunities to improve portfolio reporting, investment analytics, alternative investment experiences, aggregated account information, and client self-service.
Partner with data and technology teams on investment data, APIs, data models, classifications, integrations, and other dependencies required to deliver scalable digital capabilities.
Define and document product requirements, epics, features, user stories, acceptance criteria, and business rules to support Agile delivery.
Drive product discovery and leverage client feedback, analytics, competitive insights, and market trends to help inform product direction and prioritization.
Coordinate dependencies across multiple Agile teams and enterprise capabilities to support integrated, end-to-end experiences and predictable delivery.
Partner with risk, compliance, legal, operations, and security teams to help ensure investment experiences meet applicable business and regulatory requirements.
Help define KPIs and success measures and monitor adoption, client feedback, product performance, and business outcomes to identify opportunities for continuous improvement.
Support launch readiness, partner education, client communications, and go-to-market activities for new capabilities and enhancements.
Necessary Knowledge & Skills

Strong knowledge of investments, investment products, portfolio management, and wealth management concepts.
Strong understanding of portfolio information, including holdings, asset allocation, transaction activity, investment income, performance, gains and losses, and related investment reporting.
Understanding of traditional and alternative investment products and how investment information is presented to wealth management clients.
Ability to work with complex financial and investment data and translate that information into clear client and product requirements.
Expertise in product strategy, roadmap development, product discovery, prioritization, lifecycle management, and Agile delivery.
Experience defining and documenting detailed product requirements, business rules, epics, features, user stories, and acceptance criteria.
Experience partnering with eng

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