What are the responsibilities and job description for the Investment Product Solutions Manager - Minneapolis, MN position at U.S. Bank National Association?
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
The Investment Product Solutions manager supports a diverse portfolio of wealth management and investment products, helping drive product delivery, advisor support, operational excellence, and strategic initiatives. This role serves as a flexible resource across multiple investment product lines, partnering with teams across Operations, Compliance, Legal, Technology, Supervision, and external vendors to support product implementation, governance, due diligence, and ongoing product management activities. The position plays a key role in making sure products are delivered efficiently, advisor needs are addressed, and business and regulatory requirements are met.
Key Responsibilities
- Support a portfolio of investment and wealth management products and strategic initiatives
- Respond to advisor inquiries and coordinate resolution of product-related issues and escalations
- Manage product implementation activities, onboarding efforts, and cross-functional project deliverables
- Support product governance, due diligence, product approvals, and ongoing product oversight activities
- Partner with internal stakeholders and external vendors to deliver product enhancements and operational improvements
- Develop advisor communications, training materials, and readiness resources
- Monitor product performance, operational issues, and advisor feedback to identify opportunities for improvement
- Prepare reporting, dashboards, governance materials, and leadership updates
- Maintain strong relationships with product sponsors and support ongoing vendor management activities
- Drive process improvements that enhance scalability, efficiency, and advisor experience
Basic Qualifications
- Bachelor's degree or equivalent work experience
- 7 years of experience and wealth management, brokerage, investment products, or advisor platform experience
- FINRA Series 7, 63/65 or 66
Preferred Skills & Experience
- Knowledge of alternative investments, mutual funds, ETFs, retirement products, donor-advised funds, and 1031 exchanges
- Experience supporting product governance, due diligence, product approvals, and regulatory review processes
- Familiarity with advisor support, issue resolution, and escalation management
- Experience working with third-party vendors, custodians, product sponsors, or strategic business partners
- Strong project management and implementation experience, including tracking milestones and coordinating stakeholders
- Experience developing advisor communications, training materials, or educational programs
- Ability to identify process improvement opportunities and partner with technology and operations teams to implement solutions
- Experience with reporting, dashboards, metrics, and executive-level presentations
- FINRA Series 24 preferred, but not required
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Salary : $105,400 - $124,000