Wealth Management Process and Technology Solution Analyst

Wealth Management Process And Technology Solutions Analyst

At 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, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

As a Wealth Management Process and Technology Solutions Analyst within the Lending Centers of Excellence (LCoE) you will lead and deliver process and technology solutions that improve client, banker, and team member experiences. This role blends project management, process engineering, and cross-functional collaboration with a focus on measurable outcomes and continuous improvement.

Key Responsibilities :

Lead solution delivery using JIRA, Dragon Boat, and Confluence

Design and implement end-to-end solutions with clear, measurable results

Partner across teams to gather requirements, refine solutions, and ensure readiness

Analyze performance data to identify and propose process improvements

Communicate product plans and updates via SharePoint, Teams, chat, and email

Develop feedback channels and repositories for partner and user input

Track and report on product scope, enhancements, and implementation success

Basic Qualifications :

Bachelor's degree, or equivalent work experience

Five or more years of related professional experience (Wealth Management financial services, process engineering and mapping, project / program management, consulting, vendor management, data mapping, etc.)

Preferred Skills / Experience :

Strong leadership, relationship building, and influencing skills

Excellent verbal, written, and interpersonal communication

Advanced organizational, analytical, and problem solving abilities

Experience with Agile and project lifecycle methodologies; LEAN knowledge is a plus

Skilled in Microsoft Office, Visio for process mapping, and SharePoint for collaboration

Proven success implementing client facing technical and process solutions

Experience gathering use cases, developing process maps, creating test plans and tracking results

Background in Wealth Management or financial services is a plus

Benefits :

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.