Specialized Analytics Manager - Wealth Management

• Lead and manage a team of analysts, providing coaching/mentorship, training, performance feedback, and guidance
• Develop and implement analytics strategies and frameworks that align with the objectives of the NAM Citigold business
• Analyze complex data sets related to product penetration, client segments, revenue, market trends, and business performance
• Transform analytical insights into clear, concise, and compelling narratives to drive strategic decisions
• Effectively communicate data-driven insights and recommendations to senior leadership and stakeholders through presentations and reports
• Collaborate with cross-functional teams including Products, Finance, Digital and technology to optimize analytics processes and insights delivery
• Continuously identify areas for improvement in data collection, analysis methodologies, reporting processes, and visualization tools

• Bachelor's degree in Analytics, Finance, Economics, Statistics, Mathematics, or a related field (Master's degree preferred)
• 10+ years of experience in data analytics, preferably in wealth management, financial services, or investment management
• Proven leadership and people management skills, including team development and performance management
• Expertise in SQL, Python, Excel
• proficiency with additional analytical tools such as Tableau, Power BI or similar
• Exceptional storytelling ability to translate data analysis into impactful presentations and insights
• Strong written and verbal communication skills, particularly in presenting findings to senior management and non-technical stakeholders
• Excellent problem-solving, critical thinking, and decision-making skills
• Ability to thrive in a fast-paced, dynamic environment and manage multiple projects and priorities simultaneously

Master's degree in Analytics, Finance, Economics, Statistics, Mathematics, or a related field

• Medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages including vacation, sick leave, and paid holidays
• discretionary and formulaic incentive and retention awards