"Alerted.org

UMB Institutional Banking encompasses the following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, Public Finance and Healthcare Services. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and fund companies in the United States.

The Director of Operational Excellence plays a critical role in leading programs and transformation initiatives that drive efficiency, quality, performance, and operational maturity across IB’s core operational areas. Reporting to the Executive Director of Trust & Custody Operations, you will collaborate across key functional areas to optimize processes, implement solutions, and deliver results, ensuring exceptional service for internal and external clients, and supporting long-term success.

You will oversee managers and individual contributors, responsible for key capabilities focused on daily system support, product innovation, quality assurance, compliance and audit readiness, annual readiness, capacity planning, measurement, and continuous improvement. You will assist with identifying high value opportunities to streamline operations, implement best practices, establish scalable, high-performing, and compliant processes.

_How you’ll spend your time:_

Develop and implement strategic plans to enhance operational effectiveness and efficiency.

Analyze existing processes and identify areas for improvement, cost reduction, and increased productivity.

Lead cross-functional teams to execute operational improvement initiatives.

Collaborate with multiple teams to ensure alignment and integration of strategies.

Monitor and report on key performance indicators, providing regular updates and recommendations for improvement.

Stay up to date with industry trends and best practices in operations strategy for the markets in which we operate.

Balance program and project management with deep business acumen to deliver impactful results

_We’re excited to talk with you if:_

+ Possess a BS/BA degree in business, technology, or related field or equivalent experience

+ Have a least 10+ years of experience in financial services operations, including 5+ years of project management

+ You have at least 5+ years of leadership and people management experience in a related field

+ 4+ years of experience managing geographically diverse teams

_Bonus Points if you:_

+ 5+ years in custody and/or corporate trust operations experience

+ 5+ years’ experience with global markets and securities processing

+ 3+ years of process improvement experience

Compensation Range:

$99,750.00 - $214,370.00

_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 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 end—a 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.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ [email protected]_ _to let us know the nature of your request._

_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

_Who we are_

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB