Business Analyst - Enterprise Wealth Management - SLC

About the Company

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. Our customers consistently vote us as the best bank in our local markets. We value our employees and are committed to recognizing and creating fulfilling opportunities within our organization. Enterprise Wealth Management (EWM) is a dynamic and evolving business line offering comprehensive financial services to affluent, high-net-worth individuals, families, and businesses, including personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management.

About the Role

We are seeking a highly motivated Business Analyst to join our Wealth Management team. In EWM's growth-oriented environment, you will contribute to creating economies of scale and building the foundation for operational processes. This role is critical in driving efficiency improvements through technology adoption, automation tools, and process re-engineering. As an individual contributor, you will serve as a tactical partner and execution right-hand to the Director of Wealth Technology and Operations.

Responsibilities

• Operate with a high degree of autonomy, proactively keeping leadership informed through concise executive summaries, articulating project progress, forecasting potential risks, and identifying roadblocks requiring leadership intervention.
• Take full tactical ownership of well-defined initiatives and assigned projects, driving them 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.
• 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, adapting execution plans on the fly to maintain momentum and add continuous value.
• Evaluate 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.

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.

Benefits

• Medical, Dental, and Vision Insurance starting on 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), and 11 Paid Federal Holidays (plus any applicable state holidays).
• 401(k) plan with company match and 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.