Associate Business Execution Director - Charlotte, NC

Zions Bancorporation 

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 Capital Markets 

Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively.  Our approach is simple – help clients we know connect and tell their story to investors we know well. 

 Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. 

Zions Capital Markets is hiring a Vice President to join the Business Initiatives Management team responsible for efficiently and effectively driving various sized initiatives across the Capital Markets division. This role will support all business lines within Zions Capital Markets including Debt Capital Markets, Sales & Trading, Investment Banking, and Real Estate Capital Markets. This is a new position, and it will report to the Head of Business Initiatives Management who reports to the Chief Operating Officer (COO) of Zions Capital Markets.

Responsibilities include:

• Work with the Head of Business Initiatives Management, COO, Division Heads/Team Members, and strategic partners (e.g. Project Management Office, Risk Management, Technology, etc.) to efficiently and effectively drive various sized initiatives across the Capital Markets division. Examples include system upgrades/implementations, industry/regulatory changes, issue remediation, strategic planning, c-suite management requests, and management presentations/analysis/reporting.
• Daily collaboration with Capital Markets business heads/employees and other key stakeholders including Risk Management, Accounting/Finance, Treasury, Project Office, Legal, etc. to ensure successful business and risk management outcomes for the Capital Markets division.
• Create & deliver executive communications, presentations, reporting, & metrics of the supported businesses and the function itself.
• Maintain a culture where processes and controls are continually monitored and evaluated with risks and breaks escalated and resolved in a timely basis.
• Driving results and foster a culture of excellence, innovation, and continuous improvement within the team.
• Occasional travel to office locations with Capital Markets team members and/or business constituents/strategic enablers.
• Other duties as assigned.

Min Requirements:

• Requires a Bachelor’s degree in finance, business, accounting, or a related field and 5+ years of Business Management, Management Consulting, Business Operations and/or Project Management experience in Financial Services. A combination of education and experience may meet job requirements.

Requirements:

• Previous experience working in a capital markets division at a financial institution or providing consulting services for capital markets platforms strongly preferred.
• Expert knowledge of capital markets products, services, and markets including Derivatives (Interest Rates, Commodities, Foreign Exchange, Structured Products, and Credit), FX Spot, Fixed Income Securities, Loan Syndications, Securities Underwriting, Real Estate Capital Markets, and Investment Banking/Advisory.
• Expert knowledge and related experience driving various sized initiatives across a Capital Markets platform including scope/goals, planning, execution, expense management, monitoring, and implementation.
• Expert knowledge of capital markets industry norms, best practices, etc. 
• Expert level knowledge and experience creating management (including C-suite) level presentations, reporting, and analysis. 
• Strong in identifying and managing risk and issues; issue identification and problem statement, requirement gathering, solutioning and prioritization, roadmap creation, and execution of deliverables and controls. 
• Strong analytical skills particularly around data and data management. 
• Strong and influential communicator who is articulate and can independently connect with senior leaders. 
• Some knowledge and experience with Calypso, Spectrum, Bloomberg TOMS, and/or DealCloud is preferred. 
• Some knowledge of applicable capital markets regulations (OCC, FINRA, MSRB, CFTC, etc.). Experience leading implementations of new regulatory requirements. 
• High level of focus on work quality, multi-tasking, and attention to detail.

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