Business Analyst II

The Private 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 Business Analyst II, 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:

• You will ensure accuracy and timeliness in delivering new system enhancements and process improvements.

• You will prepare documentation and conduct training to assist with end-user adoption of system changes.

• You will drive identification of requirements across business units through thorough processes evaluation and train end-users on process and/or system changes.

• You will support continuous improvement through both technical innovation and process improvements to automate complex tasks and minimize manual work.

• You will measure and track usage and value of vendors.

• You will envision, create and deliver high quality, easy to use reports, as needed. Create and maintain dashboard

• information that summarizes, analyzes and reports key business metrics.

• You will monitor and escalate project risks and issues, as appropriate.

• You will adhere to business deadlines and commitments; serve as project manager for projects assigned.

• You will exceed customer and associate expectations.

• You will lead and facilitate meetings.

• You will participate in cross-functional teams.

• You will ensure adherence to corporate policy, operational policy, and regulatory guidance.

• Other duties as assigned.

We're excited to talk to you if:

• You possess a bachelor's degree in relevant field or combination of education and experience that provides an equivalent background.

• You have 3+ years of applicable experience within Financial Services.

• You are a great communicator with strong interpersonal skills.

• You have systems thinking and complex problem solving skills.

• You show attention to detail, yet ability to grasp big picture.

• You are highly organized and can effectively multi-task.

• You have an understanding of financial services best practices and a knack for generating "wow" moments for clients.

• You are able to balance a client experience mindset when managing and controlling business risks.

• You have the ability to work independently, collaborating with others to accomplish client objectives.

• You have the ability to adapt to changing information and business needs.

• You have demonstrated ability to learn and communicate complex and detailed information.

• You are an analytical problem solver with the ability to think creatively.

• You have a general knowledge of new account opening, investments, client onboarding requirements and cash management.

• You can organize and prioritize activities to ensure completion within established deadlines.

• You show exceptional written communication skills.

• You show a proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

• You have knowledge of wealth management software applications and related tools.

Bonus points if:

• 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 business problems.

• You have general knowledge of compliance rules and regulations within wealth management.

• You show proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape Proficiency with eMoney client portal and financial planning software.

• You show proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

• You show a high level of proficiency in Salesforce CRM software.

Compensation Range:
$51,480.00 - $99,330.00

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. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

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