Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX

Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands across Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors drive vigorous client development strategies. Zions Wealth Management is a specialized division 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.

Responsibilities

• Plan, manage, and deliver large, complex, and strategic cross-functional business initiatives and programs with minimal direction, providing creative solutions to complex problems.
• Collaborate with business units, sponsors, and managers to develop solution roadmaps supporting affiliate, divisional, and corporate initiatives.
• Interact directly with senior leadership and senior customer personnel, often leading projects across organizational lines.
• Develop and maintain master programs, including comprehensive schedules, resource planning, and interdependency management.
• Define project scope, tasks, and resource requirements to ensure timely, high-quality delivery that meets customer expectations.
• Direct financial accountability for program budgets, including solution identification, assessment, and creation of business and financial cases.
• Assess and mitigate risk, monitor and report progress, and present solutions to stakeholders.
• Serve as the single point of contact and principal liaison for programs and projects across all impacted areas.
• Drive results outlined in the division’s 5-year strategic plan in collaboration with the leadership team.
• Act as the subject matter expert for Salesforce (SF), overseeing referrals, opportunities, pipeline management, and closed-won business tracking.
• Serve as the primary backup for the PILOC credit offering, process, and servicing.
• Lead other strategic affluent and wealth initiatives as assigned.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 8+ years of experience with large or complex programs/projects, including program management processes, methodologies, tools, resource, and change management.
• Leadership experience is strongly preferred.
• Expert knowledge of program/project management, including methodologies, scope management, financial tracking, scheduling, and resource management.
• Expertise in solution identification, assessment, and creation of robust business and financial cases.
• Exceptional strategic planning, risk management, and change management skills.
• Excellent leadership, interpersonal, and communication skills (verbal and written).
• Advanced negotiation and facilitation abilities to coordinate across business lines and various levels of employees and managers.
• Advanced knowledge of departmental processes, computer applications, and wealth management-related project knowledge.
• Active Series 7, 66, and Insurance licenses required.
• CFA or CFP candidate or designation is highly preferred.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance, paid paternal leave, and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training, Paid Time Off (PTO), and 11 paid federal 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.
• Employee Ambassador preferred banking products.