Wealth Management Business Program Manager - Salt Lake City, UT, OR Houston, TX, OR San Diego, CA

Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.  With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.   

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 magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. 

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. 

We are currently in search of a dedicated Wealth Management Business Program Manager to join our team of bank partners in the Salt Lake City, UT, OR Houston, TX, OR San Diego CA marketplace. 

Key Responsibilities: 

• Responsible for planning, managing, and delivering large, unusually complex, and strategic cross-functional business initiatives and programs. 

• Uses independent judgment and exerts significant latitude to accomplish objectives without considerable direction, providing highly creative solutions to complex problems. 

• Collaborates with business units, Business Line Sponsors, and managers to develop solution roadmaps that support various affiliate, divisional, and corporate initiatives. 

• Directly interacts with senior business line leadership, management, and senior customer personnel, often performing a primary project leadership role across organizational lines. 

• Develops and maintains master programs, including comprehensive schedule, resource planning, and interdependency management. 

• Directs and facilitates the definition of program/project scope, defines project tasks, and determines resource requirements to ensure projects are delivered on time, adhere to high-quality standards, and meet customer expectations. 

• Directs financial accountability for program budgets, including expert solution identification, assessment, and the creation of business and financial cases. 

• Assesses and mitigates risk, monitors, and reports on the progress of the program and associated projects, and presents reports defining progress, problems, and solutions to stakeholders. 

• Acts as the single point of contact and principal liaison for programs and associated projects across all impacted areas. 

• Works closely with the leadership team to drive results outlined in the division’s 5–year strategic plan. 

• Serves as the subject matter expert for Salesforce (SF) for the team, overseeing referrals, opportunities, pipeline management, and closed-won business tracking. 

• Acts as the primary back-up to the PILOC credit offering, process, and servicing. 

• Drives other strategic affluent and wealth initiatives as assigned. 

Qualifications:  

• Requires a Bachelor’s in Business Administration, Finance, or a related field. 

• 8+ years of experience with large or complex programs/projects, program management processes, methodologies and tools, resource and change management practices and techniques, or other directly related experience. (A combination of education and experience may meet requirements). 

• Leadership experience is strongly preferred. 

• Expert knowledge of program/project management, including methodologies, processes, tools, scope management, financial tracking, scheduling, and resource management. 

• Expert experience in solution identification, assessment, and creation of robust business and financial cases. 

• Exceptional strategic planning, risk management, and change management skills, with the ability to anticipate, create, and manage change. 

• Must have excellent leadership, interpersonal, and communication skills (verbal and written). 

• Expert negotiation and facilitation abilities to coordinate effectively across business lines and various levels of employees and managers. 

• Advanced knowledge of departmental specific processes, computer applications, and wealth management-related project knowledge. 

• Active Series 7, 66, and Insurance licenses required. 

• CFA or CFP candidate or designation is highly preferred. 

Benefits:  

• 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