Director of Operational Excellence
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About The Position
UMB Institutional Banking encompasses the following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, Public Finance and Healthcare Services. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and fund companies in the United States. The Director of Operational Excellence plays a critical role in leading programs and transformation initiatives that drive efficiency, quality, performance, and operational maturity across IB’s core operational areas. Reporting to the Executive Director of Trust & Custody Operations, you will collaborate across key functional areas to optimize processes, implement solutions, and deliver results, ensuring exceptional service for internal and external clients, and supporting long-term success. You will oversee managers and individual contributors, responsible for key capabilities focused on daily system support, product innovation, quality assurance, compliance and audit readiness, annual readiness, capacity planning, measurement, and continuous improvement. You will assist with identifying high value opportunities to streamline operations, implement best practices, establish scalable, high-performing, and compliant processes.
