Business Analyst - Enterprise Wealth Management - SLC

Zions Bancorporation•Salt Lake, UT

About The Position

Zions Bancorporation is a leading financial services company with a strong presence in high-growth western markets. Enterprise Wealth Management (EWM) is a rapidly growing and innovative business line within Zions, providing comprehensive financial services to affluent clients. EWM focuses on personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management to help clients grow and preserve wealth. The Business Analyst will be a key member of the EWM team, contributing to efficiency improvements through technology adoption, automation, and process re-engineering. This role is critical for building the foundation of operational processes and creating economies of scale. The individual will act as a tactical partner and execution support for the Director of Wealth Technology and Operations.

Requirements

Bachelor’s degree in business, finance, technology or a related field.
4+ years of experience in business process analysis, gathering and documenting business requirements, or other directly related experience.
Highly self-motivated and driven; a natural self-starter who thrives in fluid environments and requires minimal oversight.
Exceptional ability to distill complex project data into actionable executive-level updates.
Demonstrated ability to influence and lead through partnerships rather than direct authority.
Experience in the analysis of business processes, workflows, and process improvement recommendations.
Some experience with project methodology.
A combination of education and experience may meet requirements.

Responsibilities

Operate with a high degree of autonomy, proactively keeping leadership informed through concise executive summaries.
Clearly articulate project progress, forecast potential risks, and explicitly identify roadblocks where leadership intervention is required.
Take full tactical ownership of well-defined initiatives and assigned projects within the Zions Wealth Technology and Operations space.
Drive projects from hand-off to successful implementation with minimal supervision.
Perform project management leadership functions as a project manager or team member.
Review, analyze, and evaluate business processes, procedures, and user needs to identify opportunities for improvement.
Gather and document business requirements to drive process and improvement initiatives.
Perform and participate in the analysis, design, and implementation of business processes following appropriate standards.
Analyze and interpret data to identify trends, patterns, and opportunities for the business and clients.
Produce, publish, and distribute operational reports relating to the development and performance of products and processes.
Conduct tests or test planning sessions, provide input for feasibility, prepare comprehensive user documentation, and conduct follow-up evaluations to ensure successful technology adoption.
Act as a liaison and representative of the Director to build strong, collaborative relationships across various departments, management, and staff.
Work cross-functionally to resolve problems, remove friction, and accelerate delivery.
Navigate vague and fluid operational environments effectively.
Adapt execution plans on the fly to maintain momentum and add continuous value to the Zions Wealth business.
Act as a constant learner, evaluating emerging technologies and industry information to apply them to current operations, generating measurable ROI and real-world business value.
Perform other duties and tactical assignments as assigned by leadership to support team objectives.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance
Paid Parental Leave and Adoption Assistance
Health Savings (HSA)
Flexible Spending (FSA) and dependent care accounts
Paid Training
Paid Time Off (PTO)
11 Paid Federal Holidays, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business
Employee Ambassador preferred banking products