US Bancorp Advisors Wealth Management Business Operations Analyst

U.S. Bank; Saint Paul (MN); Hybrid; USD 71,000 - 84,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

401(k) retirement plan

Paid vacation & holidays

Parental leave

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a data-driven analyst to bridge business and technology, focusing on process improvements and operational excellence across Wealth Management initiatives.

You will partner with business leaders and vendors, coordinate testing, and develop robust reports to support strategic decisions and risk reduction. This role requires strong communication and project management across multiple priorities.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically, four or more years of related experience.
• Experience with testing, QA, or user acceptance testing is a plus.

Responsibilities

• Partner with business leaders, technology teams, and vendors to support strategic initiatives.
• Coordinate and execute business-side testing for system enhancements and vendor solutions.
• Develop, maintain, and analyze reports, metrics, and operational data.
• Support process improvement efforts that increase efficiency and reduce risk.
• Track projects, enhancements, and testing activities using Jira.
• Identify workflow improvements and recommend solutions.
• Assist with requirements gathering, documentation, and analysis of business needs.
• Support implementation of new processes and operational changes.
• Create and maintain test plans, track issues, and report testing results.
• Act as a liaison between business and technology partners.
• Manage multiple priorities and initiatives in a dynamic environment.

Skills

Jira

SQL

Tableau

Reporting

Analytics

MS Office

Communication

Education

Bachelor's degree or equivalent

Tools

Jira

SQL

Tableau

Job description

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

At U.S. Bank, we're on a journey to do our best. We believe every person has unique potential, and we invest in helping our employees grow their careers while making a meaningful impact. If you're a naturally curious problem solver who enjoys improving processes, working with data, and partnering across business and technology teams, this could be the opportunity for you.

About the Team

You’ll join a team that supports key operational functions for U.S. Bank's Wealth Management broker-dealer business. The team plays an important role in ensuring clients and advisors receive exceptional service throughout the account lifecycle, from onboarding through ongoing account maintenance and life-event servicing. The group partners closely with operations teams, technology teams, and external vendors to support business initiatives, process improvements, and operational excellence.

What You'll Do

This is a business-facing analyst role that blends operations, business analysis, reporting, testing, and project support. Unlike more production-focused operational roles, this position concentrates on driving initiatives, improving processes, and supporting business change efforts. In this role, you will:

• Partner with business leaders, technology teams, and vendors to support strategic initiatives
• Coordinate and execute business-side testing for system enhancements and vendor solutions
• Develop, maintain, and analyze reports, metrics, and operational data
• Support process improvement efforts that increase efficiency and reduce risk
• Track projects, enhancements, and testing activities using Jira
• Identify workflow improvements and recommend solutions
• Assist with requirements gathering, documentation, and analysis of business needs
• Support implementation of new processes and operational changes
• Create and maintain test plans, track issues, and report testing results
• Act as a liaison between business and technology partners
• Manage multiple priorities and initiatives in a dynamic environment

Basic Qualifications

• Bachelor's degree or equivalent work experience
• Typically, four or more years of related experience

Preferred Qualifications

• Business analysis experience
• Experience supporting testing, quality assurance, or user acceptance testing efforts
• Process improvement or operational excellence experience
• Experience managing or supporting projects and business initiatives
• Jira experience
• SQL knowledge and reporting experience
• Experience with Tableau or similar reporting and visualization tools
• Strong analytical and problem-solving abilities
• Excellent organizational and time-management skills
• Ability to manage multiple projects and deadlines simultaneously
• Strong verbal and written communication skills
• Proficiency with Microsoft Office products
• Experience working with both business and technology partners

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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.

• 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

Review our full benefits available by employment status here.

Equal Opportunity

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

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.