- Primarily focused on executing on high complexity projects, tasks and responsibilities.
- Senior mentor for other associates on the team; regularly provides guidance and feedback on best practices.
- Point of escalation within the team for resolving time sensitive business problems.
- Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects.
- Serve as a subject matter expert within the Private Wealth line of business on key business processes and digital experiences.
- Ensure accuracy and timeliness when executing on system enhancements and process improvements.
- Work across multiple business lines, as well as with individuals across the Bank, to thoroughly vet enhancement requests by evaluating processes and helping to provide requirements.
- Prepare documentation and conduct training to assist with end-user adoption of system changes.
- Collaborate with IT and functional leaders to identify opportunities for process improvements, recommend system modifications.
- Create appropriate documentation for stakeholders, end users, and scope of responsibility.
- Analyze business problems and deliver solutions aligned with the most appropriate solution.
- Drive identification of requirements across business units through thorough processes evaluation and train end-users on process and/or system changes.
- Monitor and escalate project risks and issues, as appropriate.
- Adhere to business deadlines and commitments; serve as project manager for projects assigned.
- Lead and facilitate meetings.
- Participate in cross-functional teams.
- Ensure adherence to corporate policy, operational policy, and regulatory guidance.
- Other duties as assigned.
- You possess a Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background.
- You have 5 years of applicable experience within Financial Services.
- Great communicator with strong interpersonal skills.
- Systems thinking and complex problem solving.
- Attention to detail, yet ability to grasp big picture.
- Highly organized and can effectively multi-task.
- Understanding of financial services best practices and a knack for generating "wow" moments for clients.
- Able to balance a client experience mindset when managing and controlling business risks.
- Ability to work independently, collaborating with others to accomplish client objectives.
- Ability to adapt to changing information and business needs.
- Demonstrated ability to learn and communicate complex and detailed information.
- Analytical problem solver with the ability to think creatively.
- General knowledge of new account opening, investments, client onboarding requirements and cash management.
- Organize and prioritize activities to ensure completion within established deadlines.
- Exceptional written communication.
- Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
- Knowledge of wealth management software applications and related tools.
- Proficiency in Salesforce CRM software.
- Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape Proficiency with eMoney client portal and financial planning software.
- Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.
- You have demonstrated business analysis or product management experience within a wealth management institution.
- You have knowledge of Personal Trust, Custody, and Investment Management service offerings and account types.
- You have working knowledge of complex account types.
- You have demonstrated experience with a wide range of wealth management business problems.
- You have general knowledge of compliance rules and regulations within wealth management.
-
Business Analyst
1 week ago
Advantage Tech Kansas City, United StatesAdvantage Tech is looking for a Business Analyst for our Kansas City, MO client. This is a hybrid role being in the office on Mondays. · Job Summary: · The Business and Quality Analyst will split the role of a Business Analyst and a Tester. They will create and execute a test pla ...
-
Business Analyst
1 week ago
Solvenow Inc. Kansas City, United StatesAbout the job Business Analyst - Div Mgmt & Support DescriptionBusiness Analyst Development and Strategic InvestmentThe Business Analyst will work closely with their business line director to focus on building and monitoring financial models for project financing options and alte ...
-
IT Business Analyst
4 days ago
Hive Solutions Group Kansas City, United StatesIT Business Analyst (in Kansas City, MO, onsite/hybrid) · This position works within a larger Project Team focusing on replacing and enhancing business-critical systems and primary business processes. This position collaborates heavily with business stakeholders, IT teams, and te ...
-
Business Analyst
2 weeks ago
Tutera Senior Living & Health Care Kansas City, United StatesTutera Senior Living & Health Care Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join our team We are seeking a talented and compassionate Business Analyst. · If you are dedicated, highly motivated, energetic, and dependabl ...
-
Business Analyst
4 days ago
Tutera Senior Living & Health Care Kansas City, United StatesTutera Senior Living & Health Care – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join our team We are seeking a talented and compassionate Business Analyst. · If you are dedicated, highly motivated, energetic, and dependabl ...
-
IT Business Analyst
5 days ago
Hive Solutions Group Kansas City, United StatesJob Description · Job DescriptionIT Business Analyst (in Kansas City, MO, onsite/hybrid) · This position works within a larger Project Team focusing on replacing and enhancing business-critical systems and primary business processes. This position collaborates heavily with busine ...
-
Business Analyst
1 week ago
Times Group Kansas City, United StatesBusiness Analyst - Asset Management, SPX Express (Pulau Indah, Westport) · Analysis & Reporting (Manufacturing, Transport & Logistics) · Performs detailed data analysis on existing spendings / consumptions of SPX and identifies cost saving areas. · Plan out and rollout cost savi ...
-
Business Analyst
1 day ago
Tutera Senior Living & Health Care Kansas City, MO, United StatesTutera Senior Living & Health Care – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join our team We are seeking a talented and compassionate Business Analyst. · If you are dedicated, highly motivated, energetic, and dependab ...
-
Business Analyst
4 days ago
Davis Elen Advertising Kansas City, United StatesJob responsibilities include: · Proactively use numbers, trends and research to develop actionable insights around the business and the local consumers · Present the story of the overall business, business environment and trends within each advertising co-op on a regular basis to ...
-
Business Analyst
2 weeks ago
Merge LLC Kansas City, United StatesMerge Storytelling and Technology · MERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, perform ...
-
Business Analyst
2 days ago
Daviselen Advertising Kansas City, United StatesJob Description · Job Description The position is open to candidates located in Kansas City, MO and Arlington, VA.Job responsibilities include: · Proactively use numbers, trends and research to develop actionable insights around the business and the local consumers · Present the ...
-
Business Analyst
5 days ago
Advantage Tech Kansas City, United StatesAdvantage Tech is looking for a Business Analyst for our Kansas City, MO client.This is a hybrid role being in the office on Mondays. Job Summary: The Business and Quality Analyst will split the role of a Business Analyst and a Tester.They will create and execute a test plan per ...
-
Business Analyst
6 days ago
Randstad USA Kansas City, United States TEMPORARY, Full timeThis is a hybrid role - 2 days remote, 3 days in office. Must reside in the Kansas City Metro to be considered for this position. · Do you have the ability to interact and build relationships with vendors and internal stakeholders in an organization? Do you have an interest in th ...
-
ERP Business Analyst
1 day ago
GROM Consulting Kansas City, United StatesJob Title: IT ERP Business Analyst · Client Location: Kansas City area · Duration; 3 Months Contract to Permanent Hire · Skills: · Job Description: GROM's direct customer is seeking an IT Business Analyst for an immediate contract/to/hire opportunity in the Kansas City area. Th ...
-
NetSuite Business Analyst
5 days ago
Insight Global Kansas City, United StatesJob Description · Insight Global is looking for a NetSuite Business Analyst to help support the integration and transition to NetSuite in relation to different finance and accounting groups in the organization. This organization is currently in the process of transferring the old ...
-
NetSuite Business Analyst
5 days ago
Insight Global Kansas City, United StatesInsight Global is looking for a NetSuite Business Analyst to help support the integration and transition to NetSuite in relation to different finance and accounting groups in the organization. This organization is currently in the process of transferring the old ERP from a newly ...
-
NetSuite Business Analyst
2 days ago
Insight Global Kansas City, United StatesInsight Global is looking for a NetSuite Business Analyst to help support the integration and transition to NetSuite in relation to different finance and accounting groups in the organization. This organization is currently in the process of transferring the old ERP from a newly ...
-
Business Analyst I
4 days ago
Forrest T. Jones Kansas City, United StatesThe Business Analyst will become a SME on multiple platforms used by the IT group. Will also be responsible for creation and execution of complex end to end test plans. Works with developers and business owners to ensure that requirements are captured, documented and tested durin ...
-
Business Analyst I
4 days ago
Inceed Kansas City, United StatesCompensation: $75,000-85,000 · Location: Kansas City Missouri · Business Analyst I · Inceed has partnered with a great company to help find a skilled Business Analyst I to join their team · This individual will become the Subject Matter Expert on multiple platforms used by th ...
-
Lead, Business Analyst
4 days ago
Merge LLC Kansas City, United StatesMerge Storytelling and Technology · MERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, performa ...
PWM Business Analyst Sr - Kansas City, United States - UMB Bank
Description
ThePrivate Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.
As the
Sr. Business Analyst, you will execute on business analysis activities and projects within Private Wealth Management. This role is hybrid (Tues/Wed/Thur on site).
How you'll spend your time:
We're excited to talk to you if:
Bonus points if:
Compensation Range:
Minimum:
$57, Maximum: $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.
Benefit offerings and eligibility requirements vary.Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ .com_ _to let us know the nature of your request.
__If you are a California resident, please visit our_ Privacy Notice for California Job Candidates \_Notice\_for\_California\_Candidates\_Original\) _to understand how we collect and use your personal information when you apply for employment with UMB._
_Who we are_
We are more than a company.
We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision \_Tuce\_Book\_Original\)Check out the road to a career at UMB