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Senior 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.

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.

As a Sr. 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 professionals to define product vision, strategy and deliver experiences to enable clients to achieve financial security.

Open to work on campus in NYC or Milwaukee or Remote

Primary Duties & Responsibilities:

  • Set Product Vision: Accountable for multiple products' visions primarily within a single domain ensuring cohesive connections where applicable.

  • Develop Roadmap: Accountable for defining roadmaps and collaboration across key stakeholders to ensure roadmaps are synced and not duplicative. Define and track KPIs for measure of success across multiple products and partners.

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

  • Defines Product: Responsible for multiple medium to high complexity products and product features from start to finish

  • Stakeholdering: Ability to deliver key messages, marketing and communications about products in their domain

  • Design Partnership: Partner with design to ensure cohesive future state user visions and experiences are aligned through a one-year vision with an understanding of the Design process

  • 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 multiple prioritized backlog of user stories for implementation according to business value or return on investment

  • Data & Customer Research: Inform product decisions with both qualitative and quantitative data on our behavior and experimentation

  • Facilitates Ceremonies: Facilitate daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives

Bring Your Best! What this role needs:

  • 6-8 Years of prior experience with at least 6 working in a Product Management Role, with agile team experience

  • Cross-functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self awareness/EQ. Also seeking previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solution.

  • Solves unique problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions

  • Knowledge Preferred: formal business analyst, engineering or testing experience, knowledge of the financial services industry, familiar with BI tools, Certification or experience with Product Owner or Scrum Master role, experience in leadership or mentorship of a team

  • Bachelor’s degree or equivalent experience


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

Required Certifications:

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! 

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.