Daniel Marshe
Product Manager/Owner
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About
Experienced product manager/owner with over 30 years in the industry and a passion for problem-solving and delivering results across the breadth of financial services. Demonstrated the ability to work well with stakeholders and high performing teams to bring new ideas to fruition. Known for ownership, a champion of training, and attention to detail.
Comfortable with discerning high-net-worth clientele and fast paced environments. Able to change and reassess roadmaps quickly as needed. Ready for new challenges.
Experience
The Northern Trust Company | Chicago, IL | 1992 to present
Senior Product Manager, Wealth Management | 2003 to present
- As Senior Product Manager for Wealth Management, I work together with stakeholders on product roadmaps, partner with multi-disciplinary teams, organize demos, refine acceptance criteria, and work to communicate vision for product creation and implementation that will meet the client’s needs. Responsible for annual capital budget of approximately $5M.
- Manage Wealth Management’s primary performance architecture, “Published Web Reporting” (PWR) encompassing 100,000 Wealth accounts and 20,000 consolidations as well as “Investment Consolidated Reporting” (ICR) covering an additional 2,000 Wealth clients.
- Introduced automation projects reducing Wealth Performance Team audit times by ~150 hours annually garnering recognition for outstanding product management.
- Managed stories across 2023 reducing Bangalore Performance Team time spent on manual tasks by 10%
- Guided stakeholders in prioritization of Wealth Management’s annual capital performance budget of approximately $2M. Built client / partner feedback via focus groups to drive these reporting enhancements.
- Guided in-person national training of new online performance tools for Northern’s 250+ portfolio managers and associates.
- Responsible for successfully leading the training of many of the Wealth performance audit responsibilities for NT Bangalore team allowing the NA team to focus on performance data analyzation.
- Implemented new Business Objects platform performance tool, Published Web Reporting, for Wealth Management field reducing report run times an average of 35%.
- Contributed investment consulting to over $10 billion of institutional assets, acting as key investment resource to clients. Guided implementation of investment solutions, anticipating client needs.
- Crafted investment policy statements on strategic asset allocation parameters, risk tolerances, investment guidelines, and performance standards.
- Conducted and evaluated asset optimization analysis and assessed portfolios.
- Monitored capital markets and economic data and supplied quarterly written analysis.
- Refined and implemented risk monitoring procedures to assist clients in due diligence.
- Prepared and presented quantitative and qualitative performance evaluation reports to committees.
- Team leader of 4-5 analysts - assisting to improve stale legacy audit efficiencies and prepare annual performance reviews
- Audited Department of Labor (DOL) 5500 reports for NT clients and reviewed monthly global accounting statements against investment guidelines
Education
Education
Bachelor of Science | Finance | DePaul University, Chicago, IL
