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Wealth Management Operations Lead Analyst

Job Req ID 24725926 Location(s) Tampa, Florida; Jacksonville, Florida Job Type Hybrid Job Category Operations - Core
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Citi Wealth Operations Business Intelligence provides critical analytics to all lines of business and regions within Citi's Global Wealth Management organization. The team drives value for our partners and stakeholders by delivering proactive analytics on Operations performance and customer behavior in our servicing channels across various products, identifying transformational opportunities, and ensuring operations efficiently meets service commitments and supports business growth.

The Wealth Management Operations Lead Analyst applies in-depth disciplinary knowledge to analyze and measure the effectiveness and efficiency for various wealth operations functions, in order to identify, quantify and drive productive and strategic changes, which will lead to increasing productivity and improved client experience. Requires excellent analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources and leverage various quantitative methodologies to derive business insights and recommendations. Advanced communication skills are also required.


  • Supports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements.
  • Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvement.
  • Conducts or leads in-depth and often advanced data analytics in order to evaluate hypothesis, identify actionable opportunities for productivity, operational performance or client experience enhancement, and quantify respective impacts or benefits through various data analytics methodologies, techniques and data environments.
  • Utilizes excellent communication skills in order to negotiate with internal stakeholders, tell a management story upon analytics insights to gain executive level traction, and recommend next best course of actions.
  • Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations, and draws on diverse range of internal and external sources.
  • Manages analytics projects end to end, accountable for end results.


  • 5+ years relevant experience in quantitative / business analytics in financial service required, preferably analytics experience within Wealth Management
  • Advanced proficiency with MS Excel and PowerPoint required
  • Statistical programming experience with SQL/SAS/Python/R preferred
  • Problem solving skills and ability to pioneer new areas of data analytics
  • Strategic thinker with ability to adopt new domain knowledge quickly and translate into thoughtful analysis
  • Ability to communicate sophisticated analytics insights succinctly to both technical and no technical audiences
  • Strong organization skills and ability to develop network and gather context cross-functionally
  • Bachelor’s degree in Business/Statistics/Data Science or equivalent fields, Master’s degree preferred


Job Family Group:

Operations - Core


Job Family:

Business Planning & Analysis


Time Type:

Full time


Primary Location:

Tampa Florida United States


Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

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 Available offerings may vary by jurisdiction, job level, and date of hire.


Anticipated Posting Close Date:

Jul 17, 2024


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

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