Senior Product Manager - Investment Advisory

 

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 Senior Product Manager is responsible for the day‑to‑day execution, platform management, and operational oversight of U.S. Bancorp Advisor’s investment advisory platform. This role serves as the central owner of platform operations, ensuring effective lifecycle management, cross‑functional alignment, and consistent execution across business, risk, legal, and compliance partners.

This position acts as the single point of accountability for platform‑level and operational decisions, with a strong focus on advisor experience, program integrity, and regulatory readiness.

Primary Responsibilities

• Own ongoing program end‑to‑end lifecycle management for advisory platform offerings
• Manage platform configuration and maintenance, including models, rules, lists, and related program parameters
• Serve as the primary point of coordination across Operations, Risk, Legal, and Compliance to ensure effective execution and issue resolution
• Maintain ownership of program documentation, desk procedures, and required updates
• Lead advisor and field issue triage related to platform mechanics, operational workflows, and program design
• Act as the single point of contact for platform and operational decisions, driving clarity, consistency, and timely resolution
• Occasionally support Lead Product Manager with audit and exam readiness across advisory programs along with ongoing product risk assessments, monitoring, and issue remediation.

Success in This Role

Success in this role is demonstrated by the ability to consistently execute and govern a complex investment advisory platform while serving as a trusted point of accountability across business, operations, and risk partners. A successful Senior Product Manager will:

• Ensure advisory programs operate smoothly, consistently, and in alignment with documented rules, configurations, and regulatory requirements
• Proactively identify and resolve platform, operational, or advisor‑impacting issues, minimizing disruption to the field and clients
• Provide clear ownership and decision‑making for platform and operational matters, reducing ambiguity and improving speed to resolution
• Maintain high‑quality, up‑to‑date program documentation, disclosures, and desk procedures that support audit, exam, and compliance readiness
• Effectively partner with Operations, Risk, Legal, and Compliance to support governance, change management, and risk mitigation efforts
• Anticipate the downstream impacts of product, platform, or disclosure changes and ensure changes are implemented in a controlled and well‑communicated manner
• Earn credibility with advisors, field leadership, and internal partners through strong judgment, responsiveness, and execution discipline

Qualifications

• 10+ years of brokerage industry experience, including 5+ years managing or supporting fee‑based or managed account offerings
• Strong verbal, written, and presentation skills with the ability to communicate effectively across diverse audiences
• Demonstrated ability to lead cross‑functional initiatives, influence stakeholders, and drive execution in a complex environment
• Strong analytical, organizational, and problem‑solving skills
• Ability to work effectively across all organizational levels in a collaborative, flexible, and fast‑paced environment
• Bachelor’s degree or equivalent relevant experience required
• Active Series 7 and Series 65 or 66 required. Series 24 is a plus.

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: $119,765.00 - $140,900.00

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.