Product Owner at Millennium Trust Company (Chicago, IL)

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MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.

Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain’s Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going “Above and Beyond,” so each client experiences the highest level of service.

We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!


The Product Owner will lead the product vision and delivery of initiatives in Retirement and Custody Services by using Agile squads focused on the client experience. The squads will be empowered and accountable to drive specific business and technology outcomes such as improving the client experience, increasing business operational efficiency, launching new products, and retiring legacy systems while aligning tactical decisions with strategic architectural principles. The ideal incumbent will be strategic, innovative, and creative with a solid analytic foundation.


  • Create compelling product visions
  • Develop and execute product roadmaps with a focus on measurable outcomes
  • Track and regularly shares progress with stakeholders and the team
  • Author user stories and provides context for the product vision, strategy, and requirements
  • Groom backlog and ensures that stories are ready for development
  • Define KPIs while monitoring and reporting on business and client metrics for the product.
  • Collaborate with internal stakeholders, various business lines, vendors and Technology to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities
  • Work in partnership with the team and stakeholders to employ Agile methods, processes, tools and metrics to deliver value including ongoing product backlog refinement, product roadmaps and release planning
  • Engage and collaborate with the team to create and manage Agile artifacts (e.g. Product Roadmap, Backlog, Release Plan, Lessons Learned) and information needed for prioritization and decision-making
  • Regularly assesses features and costs to determine if and when to proceed with a product
  • Responsible for accepting product deliverables
  • Other duties as assigned


  • Bachelor's Degree in Finance, Marketing, Business, Product Development or related field
  • Scrum Product Owner or Certified Product Manager credentials preferred
  • 5 - 7 years of applicable experience
  • Experience with retirement, alternative strategies, or custody services 
  • Experience with various technology solutions including Salesforce and Service-oriented architecture
  • Background in Financial Services and Fintech strongly preferred
  • Must be a strategic, innovative, and creative thinker with a solid analytic foundation
  • Demonstrated leadership skills to gain credibility, garner respect, and guide the creation of self-organizing teams 
  • Ability to be assertive with business priorities and address opposing viewpoints while adhering to Agile concepts and principles
  • Working knowledge of Agile practices such as iterative development, incremental delivery, backlog management, burn down metrics, velocity and task definition
  • Strong communication, facilitation and interpersonal skills to connect and engage with the team, facilitate discussions, advocate for the team, negotiate with the business, mentor team members, and resolve conflicts
  • Solid analytical skills, creative problem-solving skills, and high attention to detail
  • Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules
  • Ability to handle multiple issues simultaneously and manage stressful situations
  • Strong knowledge of technical concepts and architectural principles to drive scalable solutions.

Check out a video on our Company Culture! Millennium Trust Culture

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • Node.jsFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • DrupalCMS
    • SalesforceCRM
    • Salesforce Marketing CloudEmail


Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

An Insider's view of Millennium Trust Company

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us so unique is our ability to “Celebrate”. From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professionals skills!

Rebecca Karnoscak

Senior Human Resources Coordinator

What does your typical day look like?

I collaborate with our internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes, and shorter turnaround time.

Alec Dorner

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice, and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, organize events and workshops. I always welcome a challenge!

Lauren Schulz

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS teams, email and open dialogue on current and upcoming projects.

Rachel Guinan

Accounting Manager

What are Millennium Trust Company Perks + Benefits

Millennium Trust Company Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

Volunteer in local community
Partners with Nonprofits
Eat lunch together
Intracompany committees
Open door policy
Open office floor plan
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Professional Development Benefits
Tuition Reimbursement
We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
Lunch and learns
Promote from within
Time allotted for learning

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