Wealth Management Business Analyst - Houston, TX OR Salt Lake City, UT OR Irvine, CA
About The Position
Zions Bancorporation is a financial services company operating through a collection of banks in high-growth western markets. Its Wealth Management division provides comprehensive financial services to affluent, high-net-worth individuals, families, and businesses, including investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The Wealth Management Business Analyst supports business-critical initiatives across Zions Wealth Management. The role uses advanced analytical and Excel skills along with business acumen to drive operational excellence, improve processes, and support organizational growth. The position is in-office and on-site, with no hybrid or remote work arrangement.
Requirements
- Bachelor's degree in Business, Finance, Accounting, or a related field, plus at least 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, including data analysis, reporting, pivot tables, formulas, and management of large datasets.
- Strong proficiency with 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, including the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Excellent written and verbal communication skills, with the ability to interact effectively with associates, leaders, and business partners.
Nice To Haves
- Wealth Management industry experience is highly preferred.
- Experience with project coordination, business requirements documentation, or process improvement efforts is preferred.
Responsibilities
- Review, analyze, and evaluate business processes, procedures, and user needs.
- Provide data analysis to support, compile, and report key information for operations and business objectives.
- Drive process and improvement initiatives by gathering and documenting business requirements.
- Participate in the analysis, design, and implementation of business processes and procedures following appropriate standards.
- Analyze and interpret data to identify trends, patterns, and opportunities for the business and clients.
- Communicate analysis and interpretation to the appropriate audience.
- Produce, publish, and distribute operational reports relating to the development and performance of products and processes.
- Conduct tests or test-planning sessions, provide feasibility input, and prepare user documentation and follow-up evaluations.
- Act as a liaison with departments, management, and staff to resolve problems and improve processes and procedures.
- Perform project management leadership functions as a project manager or team member.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision insurance starting on day one.
- Life and disability insurance.
- Paid parental leave.
- Adoption assistance.
- Health Savings Account, Flexible Spending Account, and dependent care accounts.
- Paid training.
- Paid time off.
- 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.
- Discretionary annual bonus based on individual, team, and overall bank performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
