Head of Wealth Management Self Service Enablement - Director

Citigroup is a global financial services firm that offers a wide range of financial products and services to individuals, businesses, governments, and institutions. We strive to create the best solutions for our clients by working as one, collaborative team in over 160 countries and jurisdictions.

Citi’s Mission and Value Proposition explains what we do, and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain both our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful, strengthening our ability to execute against our strategic priorities.

We are seeking an innovative and experienced Product Owner to lead the development, deployment and adoption of a best-in-class self-service analytics toolkit within the Wealth Management Organization. This role will oversee implementation of platforms like DataIKU, Tableau, and other self-service tools, ensuring they empower users across the organization to generate insights independently while maintaining enterprise governance and data integrity. The ideal candidate will be a proactive leader who can define governance processes, drive user training and engagement, and stay ahead of trends in the self-service analytics space. The role will involve close collaboration with technology teams, data stewards, and business stakeholders to ensure seamless integration and adoption of self-service capabilities. Come join us to be a key player in empowering business teams to unlock the full potential of their data through self-service analytics!

Responsibilities:

• Platform Development and Management

  • Define the vision, strategy, and roadmap for the self-service analytics toolkit, aligning with business objectives and analytics needs

  • Oversee the implementation, configuration, and optimization of tools such as DataIKU, Tableau and other emerging analytics platforms

  • Partner with technology teams to ensure robust infrastructure and seamless integration with enterprise data systems

• Governance and Compliance

  • Partner with internal control partners to develop and enforce governance frameworks to establish and manage access controls, role -based permissions, and data usage policies across self-service platforms

• User Enablement and Adoption

  • Design and deliver comprehensive training programs to onboard users and promote self-service analytics capabilities across the organization

  • Create documentation, best practices, and user guides to enhance use experience and drive adoption

  • Act as a champion for self-service analytics, regularly engaging with users to understand pain points and identify opportunities for improvement

• Monitoring and Metrics

  • Define and track KPIs to measure adoption, usage, and impact of the self-service analytics toolkit

  • Use analytics to identify gaps in adoption and develop targeted initiatives to address them

  • Provide regular updates to senior leadership on platform performance and adoption progress

• Cross-Functional Collaboration

  • Collaborate with technology teams, data stewards, and business stakeholders to prioritize self-service analytics solutions

  • Translate business requirements into technical specifications, ensuring alignment with user needs and technical feasibility

  • Work closely with data governance teams to ensure the integrity and security of data used in self-service tools

• Market Trends and Innovation

  • Stay current on trends and advancement in the self-service analytics space, identifying new tools and approaches that could enhance capabilities

  • Evaluate and recommend innovative technologies and methodologies to ensure the organization remains at the fore-front of self-service analytics

  • Partner with vendors and industry peers to bring best-in-class thinking and solutions to the organization

Qualifications:

• Extensive experience in analytics, data management, or product ownership roles, with atleast 5 years in a leadership positions

• Deep understanding of self-service analytics tools, data visualization, and machine learning platforms and demonstrated success in implementing and scaling self-service analytics tools (e.g. Tableau, DataIKU or similar platforms)

• Familiarity with enterprise data systems, data integration, and governance best practices

• Experience in financial services or high regulated industries preferred

• Strong knowledge of regulatory requirements and data compliance standards (e.g. GDPR, CCPA)

• Proven ability to lead cross-functional teams in a matrixed environment

• Exceptional communication and stakeholder management skills, capable of engaging technical and non-technical audiences

• Strong organizational and problem solving skills with a focus on delivery results

Education:

• Bachelors/University degree, Master’s degree preferred; managerial experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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