U.S. Bank · 2 days ago
Senior Investment Product Manager - Minneapolis, MN
Minneapolis, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $141K/yr
10+ years expU.S. Bank is committed to helping customers and businesses make informed financial decisions. The Senior Investment Product Manager will manage and optimize a shelf of investment products, develop strategies to enhance offerings, and support financial advisors in their recommendations.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Oversee the product shelf for the products in scope, determine if changes, improvements or additions are needed and alignment with corporate strategy and market demand
Conduct due diligence process on new and existing products to ensure suitability, compliance, and competitiveness
Work closely with connected internal teams such as Supervision, Operations, Legal, and Compliance on product procedures and policy
Develop advisor education programs focused on product application, strategies, client uses and product features and benefits
Create training materials, conduct and organize webinars, and provide on demand learning support to enhance advisor knowledge of the product lines in scope
Offer specialized training/education opportunities for the more complex products – employer sponsored retirement plan, non-traded reits/1031 exchange or other alternative products as needed
Maintain strong relationships with third party product providers to ensure continuous improvement and innovation both in products and education and training
Comply with necessary reviews and assessments as required by Third-Party Risk Management (TPRM)
Monitor and assess service quality, performance metrics of approved products in scope
Collaborate with legal and compliance teams to assess regulatory changes, risk, and compliance manual updates and changes as needed
Stay updated on industry regulations including but not limited to Regulation Best Interest, fiduciary standards, DOL PTE 2020, etc
Qualification
Required
10+ years of investment product management experience
Strong investment product knowledge including but not limited to mutual funds, UITs, ETFs, 529 plans, non-traded REITs, employer sponsored retirement plans
Knowledge of investment research tools such as Morningstar, FactSet, iCapital, etc
Ability to lead cross functional teams and initiatives, influence partners and drive to execution
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Excellent verbal, written and presentation skills
Strong financial, competitive analysis and computer skills
Proven experience supporting financial advisors
FINRA Series 7 and 24 licenses
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
H1B Sponsorship
U.S. Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (20)
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Daniel Crozier
Senior Vice President Operations
Recent News
2025-12-24
2025-12-17
Company data provided by crunchbase