We have other current jobs related to this field that you can find below
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Wealth Market Manager
3 weeks ago
Salt Lake City, United States BankTalent HQ Full timeZions 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. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
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Wealth Management Advisor
1 month ago
Salt Lake City, United States U.S. Bank Full timeAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Wealth Advisor: Salt Lake City
2 months ago
Salt Lake City, United States BankTalent HQ Full timeZions 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. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
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Wealth Advisor
1 day ago
Salt Lake City, United States BankTalent HQ Full timeZions 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. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
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Wealth Advisor
2 days ago
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Wealth Advisor
2 days ago
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Registered Wealth Associate
4 weeks ago
Salt Lake City, United States Zions Bank Full timeRegistered Wealth Associate - Salt Lake City 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. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking...
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Registered Wealth Associate
3 weeks ago
Salt Lake City, United States BankTalent HQ Full timeZions 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. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
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Salt Lake City, United States Constantin Control Associates LP Full timeJob DescriptionJob DescriptionNew role in Salt Lake City, UT. Major Investment Bank / Financial Institution has a need for a Business Intelligence Shared AnalystAsset & Wealth Management - Business Intelligence - Shared - AnalystFull job description is below. For immediate consideration, please email me an updated resume in a Word Document.email: ...
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FVP Wealth Management
2 weeks ago
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Wealth Change Management Manager
1 month ago
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Wealth Management Consultant
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Sales Manager-Remote and Flexible
3 weeks ago
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Sales Manager-Remote and Flexible
3 months ago
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Tax Manager| Private Client
3 weeks ago
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Wealth Advisor
1 month ago
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Registered Wealth Management Client Associate
3 weeks ago
Johnson City, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Account Manager
1 month ago
Salt Lake, Utah, United States Fisher's Technology Full timeWelcome to Fisher's TechnologyFisher's has a clear mission: to ensure our customers are delighted with our technology solutions, enhancing their business efficiency and performance. And we achieve all that while having a blast and truly enjoying what we do. With fifteen consecutive years of recognition as one of the top employers in Idaho, Fisher's is...
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Business Analyst
3 weeks ago
Jersey City, United States Talent Groups Full timeSenior Business Analyst with 10+ years, mainly in the private banking and finance domain.Domain experience in Wealth Management or Private Banking is a MUST.Investment banking experience a plus.Data Analytics experience is a plus Demonstrated ability to effectively use complex analytical, interpretive, and problem-solving techniquesProven interpersonal,...
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Wealth Management Technology
2 months ago
Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states.
Enterprise Wealth Management (EWM) is a dynamic and evolving business line under the Zions' umbrella that is experiencing significant growth and innovation, which requires scalable operations with a top-notch client experience. In addition, regulatory oversight in banking is becoming more complex. This requires consistent and proactive oversight of vendors and their technology to assess the strategic relationships and coordinate with internal partners in their review of controls to address the risks associated with vendors.
We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage operation functions. This position is located in Salt Lake City, Utah.
Description
The Wealth Technology and Operations Manager works closely with key executives and vendors to drive operational excellence and superior client experiences in onboarding, supporting and providing tangible deliverables to clients in an operational capacity for statements, performance and online as well as mobile viewing of their relationship. The Wealth Technology and Operations Manager provides business line oversight of vendor relationships and their technology in coordination with other experts in the organization.
Responsibilities:
The Wealth Technology and Operations Manager provides analytical skills, and innovative thinking necessary to carry out existing supervisory activities and monitoring as well as to identify opportunities to enhance and improve existing processes. Specific responsibilities include, but are not limited to:
- Oversee all day-to-day operational activities that support the Wealth team's ability to deliver a fantastic client experience.
- Ensure all transaction processing follows internal procedures and compliance with regulations.
- Maintain the business technology environment, working with enterprise IT and vendor partners as needed.
- Implement new technology solutions to improve efficiency throughout the organization.
- Provide ongoing support, supervision, training, and development opportunities for team members, offering guidance and informing best practices to build comfort with the tools for enhanced end-user adoption.
- Develop and maintain written standard operating procedures, how-to documents, and workflow diagrams.
- Create internal and client-facing report packages, using portfolio accounting reports with data research from industry platforms.
- Monitor and oversee third-party vendor performance as it relates to daily operations.
- Ensure complete, accurate and timely delivery of management reports to key stakeholders.
- Manage relationships with external vendors and technology providers.
- Establish and report on Key Performance Indicators to track and manage success.
- Perform the due diligence and oversight process of key vendor relationships, including contracts, risk assessments, transition strategies, business reviews, and business continuity.
- Interact with business line partners regarding current processes to identify opportunities for enhancements, automation, and scalability.
- Interface with company technology department to coordinate architecture surrounding client infrastructure and business line strategy.
- College degree preferred or equivalent combination of training and experience with a minimum of 12+ years of relevant work experience.
- Significant experience leading technical and operational teams.
- Expert-level understanding of Investment Operations, Portfolio Accounting, and Performance Reporting.
- Understanding of transaction processing as it pertains to mutual funds, ETFs, and fixed-income instruments.
- Extensive project management experience
- Analytical, well organized and detail oriented.
- Excellent interpersonal oral and written communication skills required.
- Strong managerial and change management skills.
- Communicate complex information and ideas so others will understand.
- Ability to learn as you go and think and problem-solve independently.
- Good understanding of the profit and expense drivers in a wealth management organization
- Self-motivation and the ability to work independently and with team members.
- Medical, Dental and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Paternal 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
- 401(k) plan with company match, 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
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