Senior Product Manager - Private Passport

Northern Trust•Chicago, IL

1d•$114,500 - $194,700

About The Position

The Senior Product Manager for Private Passport helps shape and deliver digital capabilities that enable Wealth Management clients to understand, monitor, and engage with their financial portfolios. The role combines 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, the Senior Product Manager translates complex investment concepts and client needs into intuitive digital experiences. The role 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 operates 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.

Requirements

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 it 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 engineering and data teams on APIs, data integrations, data quality, and complex system dependencies.
Strong client-experience mindset and ability to simplify complex financial concepts into intuitive digital experiences.
Experience leveraging client feedback, product analytics, competitive research, and market trends to inform product decisions.
Excellent communication, stakeholder management, and influencing skills, with the ability to work effectively across business and technology organizations.
Knowledge of risk, compliance, audit, privacy, and security considerations within regulated financial-services environments.
Proven ability to lead complex cross-functional initiatives involving multiple teams and dependencies.
At least 5 years of Product Management experience.
Demonstrated experience delivering digital products or capabilities involving investments, portfolio information, investment reporting, or wealth management.
Bachelor’s degree or equivalent combination of education and experience required.

Nice To Haves

Product Management experience within wealth management, investment management, financial services, or financial technology.

Responsibilities

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 capabilities that enable clients to 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 ensure digital experiences accurately represent investment information and business concepts.
Help shape and drive the 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 needed 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 use client feedback, analytics, competitive insights, and market trends to 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.