Wealth Management Business Analyst - Houston, TX OR Salt Lake City, UT OR Irvine, CA

About the job

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognizing and creating fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are seeking a talented Wealth Management Business Analyst to support business critical initiatives across the Zions Wealth Management footprint. In this role, you'll combine advanced analytical and Excel skills with business acumen to help drive operational excellence, improve processes, and support the continued growth of our Wealth Management organization.

Key Responsibilities:

• Reviews, analyzes and evaluates business processes, procedures and user needs.
• Provides data analysis to support, compile and report key information for operations and business objectives.
• Responsible to drive processes and improvement initiatives by gathering and documenting business requirements.
• Performs and participates in the analysis, design and implementation of business processes and procedures following appropriate standards.
• Analyzes and interprets data to identify trends, patterns and opportunities for the business and clients.
• Communicate analysis and interpretation to appropriate audience.
• Produces, publishes and distributes operational reports relating to the development and performance of products and processes.
• Conducts tests or test planning sessions, provides input for feasibility and prepares user documentation and follow-up evaluation.
• Acts as a liaison with various departments, management and staff to resolve problems and improve processes and procedures.
• Performs project management leadership functions as a project manager or team member.
• Other duties as assigned.

Qualifications:

• Bachelor's degree in Business, Finance, Accounting, or a related field, plus 2+ years of experience in business process analysis, reporting, operations support, or a related business environment. An equivalent combination of education and experience may be considered.
• Advanced to expert-level proficiency in Microsoft Excel required, including data analysis, reporting, pivot tables, formulas, and management of large datasets.
• Strong proficiency with the Microsoft Office Suite, including Word, PowerPoint, Outlook, Teams, and SharePoint.
• Experience analyzing business processes, workflows, and operational procedures, with the ability to identify opportunities for efficiency and process improvement.
• Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to effectively interact with associates, leaders, and business partners.
• Wealth Management industry experience is highly preferred, as this role directly supports Wealth Management operations and business initiatives.
• Experience with project coordination, business requirements documentation, or process improvement efforts is preferred.

Compensation:

This position is eligible for a base salary ranging from $60,000 - $75,000 annually, depending on locations and job-related factors such as experience and qualifications.

In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.

This position is in-office, on-site work and is not eligible for hybrid or remote work arrangements.

Location Options:

One South Main Street, Salt Lake City, UT

Amegy Tower 1717 W. Loop South, Houston, TX (Galleria Area)

The Woodlands, TX off Research Forest Pkwy

Irvine, CA (office location to be determined)

This role is in-office, on-site work is an essential function of the Wealth Management Business Analyst position and is not eligible for hybrid or remote work arrangements.

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products