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Director of Investment Product Solutions – Wealth Management
Company | Northern Trust |
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Location | Chicago, IL, USA |
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Salary | $137400 – $233600 |
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Type | Full-Time |
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Degrees | Bachelor’s, MBA |
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Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree in finance, Econ, Business Administration, or related field
- MBA, CFA, preferred
- 7+ years of experience in product management, wealth management or investment management
- Experience in wealth management or financial services with a focus on client facing investment solutions
- Excellent communication skills
- Familiarity with regulatory frameworks
Responsibilities
- oversee end to end lifecycle of the investment product platform including proprietary products and third-party offerings (mutual funds, ETFs, SMAs)
- collaborate with senior leadership to define the product strategy, ensure that the platform meets clients needs, market trends, regulatory requirements
- onboard and manage relationships with third party product providers
- partner with advisors to understand client needs and preferences, advocating for a tailored platform designed to meet these needs
- understand competitive landscape from a platform, product, and pricing perspective
- ensure all products comply with relevant regulations
- consult with marketing, technology, operations, and investment teams to ensure seamless product delivery
- develop and present product updates, performance reports etc. to key internal stakeholders and leaders
- collaborate with NTAM partners (product, Wealth Client Group, and Multi Manager teams) to ensure aligned delivery of solutions and messaging
Preferred Qualifications