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

Role Overview

Manage and optimize a shelf of approved investment products for use by financial advisors to ensure alignment with client needs, market trends, and regulatory requirements.

Develop and execute strategies to enhance product offerings, drive adoption, and support financial advisors in making informed recommendations.

Serve as the key liaison between investment product providers, internal teams, and financial advisors

Key Responsibilities

Product Management & Strategy

• 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.

Financial Advisor Support & Engagement

• 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.

Partnership & Vendor Management

• 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.

Regulatory & Compliance Oversight

• 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..

Required Skills & Qualifications

• 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

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 (some may vary based on role, location or hours):

• 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

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: $119,765.00 - $140,900.00 - $154,990.00

U.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.