Wealth Operations Strategy Lead Analyst, Citi

Citi

Location:
United States, Tampa

Category:
Finance

Contract Type:
Employment contract

Salary:

113840.00 - 170760.00 USD / Year

Save Job

Apply Position

Job Description:

The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize their processes for enhanced efficiency, automation and create strategies and synergies across our people, product and our platform. The candidate will be working on the Operations Change Management team, to govern and manage Tech Book of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational leads to drive synergies and implement process re-engineering changes, technology platform changes, and working on new and emerging technologies. In this role, on top of exposure to technology book of work and process reengineering, you will also have an opportunity to learn about Citi Wealth’s key businesses such as Banking, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting.

Job Responsibility:

focus on the end-to-end operational processes to eliminate manual intervention, streamline the process creating efficiency and reducing cycle time
partner with technology teams to deliver best in class solutions and enhancements to Operation teams
understand, analyze and drive transformational decisions based on Data
partner with the Ops product teams to update Operations process flows and lead process reengineering campaigns
work closely with tech partners and work on emerging technologies such as NLP and AI to help create opportunities for the business
track initiatives across partnered teams to ensure successful deliveries
identify opportunities for Digitization and Automation including RPA and Workflow Management opportunities
track initiatives across partnered teams to ensure successful deliveries
drive design and implementation of new operating model for Operations, and associated processes and procedures
develop and implement relevant operating model changes in order to pivot the Operations organization towards digitization and enhanced client experience
promote a culture of continuous improvement and cultivating a robust service and control environment

Requirements:

5-8 years of experience in the financial or consulting industry, change management, process re-engineering or payment strategy role specifically within Operations
track record of implementing operational metrics and dashboards to support strategic decision making
strong familiarity with Process Management, six sigma, process flow diagramming and governance, specifically within Operations
experience program managing large scale global and complex initiatives and implementations
ability to effectively partner with Ops leads, technology partners, senior management and business counterparts
strategic thinker and visionary who can also roll up sleeves to ensure proper execution
exceptional written & verbal communication skills
very strong presentation, PowerPoint & Excel skills
excellent leadership and negotiation skills
demonstrated organization skills with the ability to multi task effectively in a high volume environment while maintaining adherence to deadlines and priorities
self-motivated and directed, proactive and action-oriented, must demonstrate personal accountability
strong knowledge and experience working with large data sets, determining the key data points and being able to concisely summarize it for senior management
knowledgeable with creating dashboards/KPIs including using key industry tools such as SharePoint, QlikView, Tableau and others
strong analytical skills with the ability to synthesize and package data and present findings for senior management
project management experience in working in Waterfall / AGILE methodologies
strong knowledge of process flow diagramming and knowledge of relevant tools (e.g. Visio, Signavio)
strong expertise in both PowerPoint & Excel (Advanced)

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Additional Information:

Job Posted:
August 30, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Wealth Operations Strategy Lead Analyst

Citi

Location:United States, Tampa

Category:Finance

Contract Type:Employment contract