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

Zions Bancorporation • Salt Lake, UT

22h • Onsite

About The Position

Zions Bancorporation is seeking a Wealth Management Business Analyst to support business-critical initiatives across its Wealth Management organization. The role combines advanced analytical and Excel skills with business acumen to promote operational excellence, improve processes, and support organizational growth. The position is in-office and on-site; hybrid and remote arrangements are not available. Listed locations include Salt Lake City, Utah; Houston and The Woodlands, Texas; and Irvine, California, where the office location is to be determined.

The analyst reviews business processes, procedures, and user needs; analyzes data to support operations and business objectives; and gathers and documents business requirements for process improvement initiatives. The role also participates in business process analysis, design, and implementation; communicates findings; produces operational reports; supports testing and user documentation; liaises with internal teams to resolve problems and improve procedures; and performs project management functions as a project manager or team member.

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 efficiency and process-improvement opportunities.
• 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, including 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 compile and report information supporting 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 in accordance with applicable standards.
• Analyze and interpret data to identify business and client trends, patterns, and opportunities, and communicate findings to appropriate audiences.
• Produce, publish, and distribute operational reports related to product and process development and performance.
• Conduct tests or test-planning sessions, provide feasibility input, prepare user documentation, and conduct follow-up evaluations.
• Liaise 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 (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training.
• Paid time off (PTO).
• 11 paid federal holidays; the company overview also mentions 12 bank holidays.
• 401(k) plan with company match.
• Profit sharing.
• Discretionary annual bonus based on individual, team, and overall bank performance.
• Mental health benefits, including coaching and therapy sessions.
• Tuition reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level