HjP8Bv nqgXe79 aJjmXn5 - Private Passport — Chicago, IL

About Uzn7vGyA Qpwur

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Uzn7vGyA Qpwur (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 engineering and data teams on APIs, data integrations, data quality, and complex system dependencies.

• Strong client-experience mindset with the 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.

Necessary Experience & Education

• 5+ years of Product Management experience, preferably within wealth management, investment management, financial services, or financial technology.

• 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.

Salary Range

$114,500 - 194,700 USD

Salary range is a good faith estimate of base pay. Uzn7vGyA Qpwur provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Uzn7vGyA Qpwur also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Uzn7vGyA Qpwur will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Uzn7vGyA Qpwur partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in p4yjyGUG Cz9kT’E history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Uzn7vGyA Qpwur is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at ••••••••, or alternatively you can discuss your individual requirements with the recruiter you are working with.