Business Analyst Private Wealth

Private Wealth Operations Manager

Type of Role : Individual Contributor, Experienced

Area of Responsibility and Purview : Execute on operational activities to deliver service excellence to Private Wealth Management clients

Role Specific Job Duties :

• Be the SME on multiple operational functions
• Works collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects
• Responsible for executing on operational procedures in a timely and accurate manner
• Will be the innovation rep, provide training, release management, capture firm POV, and establish standardization
• Serve as a liaison between the front & middles offices and our technology providers
• Additional changes quality control, lock down experience, reporting
• Track, maintain, and report on KPIs
• Responsible for executing on day-to-day transactions for areas of direct responsibility in operations
• Works collaboratively with Senior Associates on team to resolve complex operational issues and escalations
• Ensure internal clients have a positive service experience that always exceeds their expectations
• Build and maintain internal relationships to drive continuous improvement of processes
• Leverage Private Wealth technologies to process transactions and deliver on responsibilities
• Understand overall business needs and help identify value-added services and client / associate experiences that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Other duties as assigned

Minimum Requirements :

Preferred :

Work Environment :

Compensation Range : $44,790.00 - $86,510.00

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 enda 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.