About the role
Job Description
- Ascent Private Capital Management is a leading ultra-high-net-worth (UHNW) wealth business delivering sophisticated investment analytics, reporting, and advisory solutions to complex client portfolios. We are seeking a Digital Investment Solutions Manager to lead the strategy and evolution of our core investment technology ecosystem. This role is ideal for a product leader with deep investment expertise, strong digital platform experience, and a passion for turning complex data into actionable insights. This role serves as the product owner for our portfolio reporting platform (Addepar) and help shape a modern, integrated platform experience across advisor- and client-facing digital investment tools. Key Responsibilities Own the product lifecycle for Addepar and related platforms on behalf of Ascent —from strategy and roadmap through delivery and adoption
- Define and execute a digital product strategy aligned to advisor workflows and UHNW client needs
- Drive enhancements in investment reporting, portfolio analytics, and data structures
- Partner across Technology, Operations, and Digital teams to optimize data quality, integrations, and platform scalability
- Translate complex investment concepts into intuitive dashboards, tools, and user experiences
- Lead cross-functional delivery in an agile environment, ensuring high-impact product outcomes
- Support advisors in leveraging platforms to enhance client engagement and portfolio storytelling What We’re Looking For 7+ years in investment product management, digital product ownership, or investment platform leadership Deep experience with Addepar (or similar investment analytics/reporting platforms)
- Strong knowledge of Portfolio construction and asset allocation Performance measurement and reporting Complex investment data structures (multi-entity portfolios, trusts, partnerships)
- Proven ability to own and scale digital platforms in data-intensive environments
- Experience working across integrations, APIs, and multi-platform ecosystems
- Strong analytical mindset with the ability to translate data into clear, actionable insights Collaborative leader who thrives in a matrixed organization 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 - $156,900.00 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.