Ascent Digital Solutions Manager
U.S. Bank
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
Ascent Private Capital Management of U.S. Bank is a specialized multi-family office and ultra‑high‑net‑worth (UHNW) wealth management business delivering sophisticated investment oversight, reporting, and advisory support to complex client relationships.
The Digital Solutions Manager is a product management role responsible for the vision, ownership, and evolution of Ascent’s core investment technology platforms. In this capacity, the manager also oversees a small team dedicated to ensuring data quality and integrity across all digital platforms, maintaining accuracy and reliability of critical client information.
This role serves as the product owner for Addepar on behalf of the Ascent business line and acts as a strategic connector between Advisors, clients (at Advisor direction), product, technology, operations, and external partners.
In addition to Addepar, the role serves as the business advocate for partner platforms such as Pivot, USB Online, and related advisor‑ and client‑facing tools, ensuring platforms, integrations, and reporting solutions support evolving UHNW client needs.
Key Responsibilities
Product Ownership & Strategy (Addepar and Partner Platforms)
Serve as the primary Product Manager and Subject Matter Expert for Addepar, with hands‑on ownership of platform configuration, data structures, reporting, dashboards, entity hierarchies, and overall user experience.
Define and drive product vision, charters, roadmaps, and prioritization aligned with Ascent’s business strategy, advisor workflows, and client outcomes.
Evaluate and participate in vendor beta programs, assessing strategic fit, scalability, and alignment with business line objectives.
Lead the product governance committee, ensuring disciplined decision‑making across enhancements, integrations, and change management.
Establish clear product outcomes and Objectives & Key Results (OKRs) to prioritize features, enhancements, and operational improvements.
Own the end‑to‑end product lifecycle—from discovery and design through development, testing, rollout, and adoption assuring measurable value realization.
Manage internal U.S. Bank vendor requirements, including compliance, contract and legal coordination, and Models & Tools governance.
Data, Insights & Continuous Improvement
Identify, analyze, and interpret business and platform data to inform product decisions, prioritize enhancements, and improve Advisor and client experiences.
Partner with technology and operations teams to manage data feeds, reconciliation workflows, issue resolution, and ongoing platform optimization.
Act as the business voice in evaluating platform capabilities, technical debt reduction, modernization needs, and scalability considerations.
Cross‑Functional & Agile Delivery
Activate the connective tissue between Advisors, business stakeholders, customer experience, digital, technology, operations, risk, and external vendors.
Collaborate closely with agile delivery teams, experience design, product owners, and developers to translate requirements into actionable features.
Participate in requirements gathering, working sessions, user acceptance testing, and release planning to ensure solutions deliver intended business and client outcomes.
Advisor & Client Enablement (In Collaboration)
Support Advisors with expert guidance on effective use of Addepar, Pivot, USB Online, and related platforms in client engagements.
Participate in client meetings at the direction of Advisors to support platform setup, reporting design, and explanation of digital tools.
Ensure reporting and digital solutions align with Advisor‑led relationship strategies and provide a consistent, high‑quality client experience.
Partner Platform Advocacy
Act as a business advocate and subject‑matter resource for partner platforms and integrations.
Clearly communicate business requirements, pain points, and enhancement opportunities to internal and external product and development teams.
Support testing, rollout, and adoption of new capabilities across the Ascent business.
Qualifications
7+ years of hands‑on experience with Addepar in a UHNW, family office, or sophisticated wealth management environment
Demonstrated experience leading and developing people, including direct management of individual contributors, performance coaching, goal setting, and fostering high‑performing, engaged teams in a matrixed environment.
Senior product management or product owner experience with accountability for business‑critical platforms
Strong understanding of investment reporting, complex data structures, and multi‑platform ecosystems
Demonstrated experience leading small teams and influencing outcomes in matrixed organizations
Advisor‑centric mindset with experience supporting high‑touch client relationships
Ability to work onsite in downtown Minneapolis at least three days per week (hybrid model)
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: $133,365.00 - $156,900.00U.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.
