Posted in

Director of Investment Product Solutions – Wealth Management

Director of Investment Product Solutions – Wealth Management

CompanyNorthern Trust
LocationChicago, IL, USA
Salary$137400 – $233600
TypeFull-Time
DegreesBachelor’s, MBA
Experience LevelSenior, Expert or higher

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

  • MBA, CFA, preferred