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SVP Wealth Management Operations Transformation & Analytics Manager

New York, New York| Wilmington, Delaware| Jacksonville, Florida| Jersey City, New Jersey| Irving, Texas

Job Req ID 22509907
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Citi is undergoing a Transformation to modernize and simplify the bank. We’re raising the bar and taking the opportunity to reevaluate the way we do business. This includes fostering a culture of curiosity and excellence and shifting our mindset to be simpler and data driven, making Citi an easier place to work and improving client experience. If you’re ready to be at the forefront of Transformation while taking your career to the next level, we invite you to come and join us!

Success Profile

As one of the world’s most global banks, Citi gives you the tools to make a difference. Through Transformation, we’re building the future of the bank and shaping the banking industry. Citi employs over 220,000 individuals located around the world, encompassing a broad range of teams, roles, cultures and backgrounds. Some of the skills that will make you successful in this role include:

  • Cross-Functional Collaboration
  • Credible Challenge
  • Risk Management
  • Data and Results Driven
  • Accountable
  • Adaptable


Citi Wealth Management Operations Transformation & Analytics organization drives transformation initiatives and provides critical analytics and reporting to all lines of business and regions within Citi's Global Wealth Management by delivering proactive analytics on operations performance and customer behavior in our servicing channels across various products, identifying and executing transformational opportunities and ensuring operations efficiently meets customer service commitments and regulatory requirements.

The Wealth Management Operations Transformation & Analytics Manager will be responsible for providing strategic planning and project management across various teams, utilize excellent communication skills in order to negotiate and tell a management story to senior management as well as recommend the next best course of action to take.


  • Provide project management across multiple areas within the organization, and coordinate with other functional teams through strategic planning, business intelligence, recommendation and communication of business needs and requirements, architect or liaison of business roadmap, etc.
  • Provides evaluative judgment based on factual information in complicated, unique and dynamic situations, and draws on diverse range of internal and external sources.
  • Accountable for end results. Utilizes excellent communication skills required in order to negotiate internally and externally, often at senior levels (across functions).
  • Appropriately assess risk when business decisions are made.


  • 10+ years of relevant financial services industry experience, and knowledge of operations or wealth management. Experience within wealth management preferred
  • Demonstrates an in-depth understanding of how own area integrates within the overall business to achieve objectives
  • 5+ years of project management experience
  • Strong strategic thinking/planning and excellent communication skills
  • A change agent with ability to pioneer new areas of discovery
  • Demonstrates an ability to anticipate and react appropriately to important changes in the business direction and customer behaviors and preferences.
  • Excellent relationship building skills and experience partnering with senior line directors to identify opportunities and communicate conclusions and recommendation back to senior management through appropriate management stories.


Job Family Group:

Operations - Core


Job Family:

Business Planning & Analysis


Time Type:

Full time


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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Success Stories

Usman B.

Usman B.

“By joining Transformation, you will be at the center of driving change at Citi. You’ll help us lay the foundation to make this a better place to work and do business by implementing sound risk and controls. This team will give you a launchpad of endless opportunities to grow as a professional and challenge yourself while working across various functions.”

Risk & Controls Transformation Lead
New York

Cynthia D.

Cynthia D.

“Citi hires people for their potential and not just their experience. This gives people, including myself, the opportunity to try different roles and explore new careers. Transformation at Citi is a new adventure and will challenge how we do things at Citi: with clients, with regulators and with our peers.”

Mexico Transformation Head

Dan F.

Dan F.

“Data Transformation is a great area to be a part of at Citi. Data is at the heart of our business and ensuring that our data is of good quality with clear ownership is imperative to our success.”

Data Operating Model and Governance Program Lead
New York


Shahzad A.

“This is an exciting area to work in at Citi! Being part of Transforming a 200+ year-old institution is a once in a lifetime opportunity. This is relatively new work, so not only you can learn new skills and get exposure, but you can play a pivotal role in shaping the Citi of the future.”

Data Tooling and Capability Head

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