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Product Manager - Planning Experience

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

Job Description

At Northwestern Mutual, we’re changing the way people think about financial planning with the scale of a Fortune 90 company. We’re redefining and reinventing the industry and changing people’s financial lives with better experiences and better technology. We believe in building inclusive, and diverse workplaces, where every voice is heard. Come help us build for the future!

As a Product Manager, you’ll build the tools and experiences that empower our advisors and help our clients achieve those dreams. You’ll work with a hardworking team of engineers, designers, data scientists and financial specialists to discover, build and launch features that enable clients to achieve financial security.

PX is our proprietary planning experience, designed around our 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.

Primary Duties & Responsibilities:

Set Product Vision: Ability to independently, and in some cases co-create with a Sr. PM, the foundational vision of the product and what it is trying to solve for.

Develop Roadmap : Responsible for ingesting new items on the roadmap per documented prioritization framework(s). Define and track KPIs for measure of success

Gather Requirements: Focused on understanding the problem state and unmet needs of the client for the objective of defining the product.

Define the product & Stakeholdering : Work with technology, design, customers/users, to shape and test the product and communicate why this is the right product, how it will work, and what defines metrics for success.

Design Partnership: Partner with design to ensure cohesive future state user visions and experiences are aligned

Author User Stories: Translate requirements to technical details to build and validate use cases and user stories around a product and communicate them effectively

Feature Prioritization: Develop and maintain a prioritized backlog of user stories for implementation according to business value or ROI

Facilitate Ceremonies: Participate in the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives

Knowledge, Skills, Abilities:

  • 1-3 Years of prior experience with at least 1+ working in a Product Management Role

  • Knowledge Preferred: formal business analyst, engineering or testing experience. Knowledge of the financial services industry, familiar with BI tools, preferred to have previous research experience, familiar with Agile and Scrum framework.

  • Candidate will demonstrate some cross functional work in previous experience

  • Strong communication skills, strong time management, project management skills, business acumen and high self awareness and EQ.

  • Ability to translate product requirements into technical requirements, work in ambiguity and provide solutions.

  • Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedent

  • Education: Bachelor’s degree preferred


  • Opportunities for career growth and advancement

  • Highly competitive salary plus bonuses

  • Outstanding Benefits- paid holidays and generous paid time off, medical benefits, retirement plans, volunteer opportunities, and more!


Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

W e 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.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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.