Private Wealth Management Business Analyst II

UMB’s Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it provides another opportunity for the company to have a diverse revenue stream.

The Private Wealth Management Business Analyst plays a key role in Private Wealth operations by serving as a subject matter expert, executing operational procedures, and providing collaborative support across private wealth teams as a technical liaison. You’ll be the trusted partner who drives efficiency, troubleshoots issues, and helps deliver an exceptional experience for both clients and internal partners.

How you’ll spend your time:

• Serving as a subject matter expert across multiple operational functions, bringing your knowledge to elevate team performance.
• Executing operational procedures and day-to-day transactions with precision, timeliness, and attention to detail.
• Acting as the go-to liaison between front and middle offices, technology partners, and other internal stakeholders to ensure smooth collaboration and issue resolution.
• Driving innovation by leading training, managing system releases, standardizing processes, and representing the firm’s point of view on operational enhancements.
• Collaborating with senior associates and cross-functional partners to troubleshoot complex issues and support high-impact projects.
• Delivering quality control, reporting, KPI tracking, and continuous process improvements that enhance efficiency and accuracy.
• Creating exceptional service experiences for internal clients.
• Building strong internal relationships to champion continuous improvement and value-added client/associate experiences.
• Leveraging Private Wealth technologies to process transactions and optimize workflow.
• Reviewing activities within scope to ensure proper controls, adherence to policies, and alignment with regulatory requirements.
• Supporting additional responsibilities and special projects that contribute to the success of the team.

We’re excited to talk with you if:

• You have a bachelor’s degree or equivalent experience in a relevant field.
• You bring 3+ years of experience in financial services.
• You are highly organized, able to multi-task, and balance attention to detail with big-picture thinking.
• You understand operational best practices in financial services and prioritize delivering excellent client experiences.
• You can work independently while collaborating effectively to achieve team and client objectives.
• You adapt well to changing business needs and information.
• You have strong analytical and problem-solving skills with the ability to think creatively.
• You are proficient in Microsoft Office (Word, Excel, PowerPoint, SharePoint).
• You can prioritize activities and manage deadlines effectively.
• You can communicate complex information clearly and accurately and have strong interpersonal skills.

Bonus Points if you:

• You have experience in wealth management, including client service, personal trust, custody, or investment management.
• You have working knowledge of complex account types and client onboarding processes.
• You are familiar with compliance rules and regulations in financial services.
• You have proficiency with eMoney, financial planning software, Workday, PeopleSoft, Archer, Skillport, Hyperion, or Salesforce CRM.
• You have experience handling a wide range of client situations and inquiries.
• You demonstrate resourcefulness, adaptability, and strong leadership skills, even without formal authority.

   

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 c