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Assistant Director, Product Management - Planning Experience

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What's the role?

The Planning Experience at Northwestern Mutual is responsible for building best in class financial planning tools for advisors and their clients. PX is our proprietary planning experience, designed around our own Planning Philosophy and developed side-by-side with our field. Because it is a living, breathing, integrated plan, PX is seen as the backbone of the client experience, working with other digital tools to increase production, client satisfaction, and efficiencies.

Our Assistant Directors of Product Management lead several product managers that are asked to solve hard problems for both customers and the business. They work most closely with engineering and design as the key product leaders responsible for the execution, shipping and ongoing maintenance of our digital products.

Responsibilities (in order of importance):

  • Vision: Sets the mid-term (1-2 year) vision of a product portfolio (multiple products) including how they will produce business outcomes. Responsible for cultivating an environment of understanding the products. Manages the full product life cycle from strategic planning, building and execution, maintenance and support, and end of life retirement.

  • Goals: Sets the product objectives and key results for a product. Aligns the engineering and design team around a common set of goals based on shipping product features.

  • Roadmap: Accountable for providing high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts.

  • Requirements: Accountable for gathering higher level, more complex product requirements - general understanding/knowledge of products they are responsible for. Review and validate requirements gathered within team.

  • Defines the Product: Identifies and validates problems and/or opportunities for multiple user groups/scenarios across the company. Aligns stakeholders and documents high-level business requirements or manages vendor relationships and any applicable request for proposal (RFP) or proof of concept (POC) processes.

  • Communication: Collaborates cross-functionally with business partners including engineering, marketing, design and sales to allow for the smooth and efficient flow of product activities.

  • Data & Customer Research: Specifies the market requirements in relation to the business’ product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users. Uses data and marketplace research to prioritize and create business cases for the development and implementation of product strategies for both internal and external customers.

  • Prioritization: Responsible for setting long-term goals for both products and team members. Accountable for helping teams track progress against Key Results and helps balance priorities with corporate strategic initiatives or the introduction of new products.

  • Leadership: Creates the future by fostering an engaging environment and encourages accountability and development. Breaks down barriers so individuals and teams can be accountable and responsible to do their best. Aligns employees' passion to business value outcomes.

  • Data Driven: Builds a culture of making data driven decisions that influence business, engineering and other partners to model this behavior.

Bring Your Best! What this role needs:

  • Bachelor’s degree in Computer Science or an equivalent technical, business or financial field

  • 9+ years of working as a product manager on technology-powered product teams

  • Working knowledge of modern techniques in product discovery and delivery

  • Excellent written and oral communication skills, including experience in high-level business discussions and deep technical discussions

  • Experience using Business Intelligence dashboards and tools (Tableau, Power BI, Looker, etc.)

  • Certification or course-completion in agile methods (General Assembly, Pragmatic Marketing, svpg, etc.)

  • 3+ years of formal people management experience managing other product managers

  • Ability to work in a matrix organization


This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.