Wealth Operations Strategy Senior Analyst- AVP

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Job Overview

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 - $1mm). The Wealth Operations organization are looking to harmonize their processes for enhanced efficiency, automation and create strategies and synergies across their people, product, and platform. 

The Strategy Senior Analyst will be working on the Operations Change Management team to govern and manage the Tech Book of Work, as well as drive strategy across the Wealth program for operations. You will closely liaise with the Operational leads to drive synergies and implement process re-engineering changes, technology platform changes, and work 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 Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. 

• Act as a trusted advisor to senior leadership and address high impact strategic issues within portfolio of businesses and assets. Work in close partnership with business heads and senior leadership to identify opportunities and issues of strategic importance, develop transformational strategies to achieve the business mandate, drive change by partnering with business leadership with clear accountability, and provide clarity in complex problems and facilitate decision-making.

• Lead projects across their lifecycle: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and getting buy-in for change.

• Identify opportunities for growth or optimization of businesses, including operational management, capital allocation, profitability enhancement, etc.

• Perform deep dives on specific businesses to re-asses strategies and opportunities

• Work with businesses in the execution of improvement strategies, coordinating and taking active part in the implementation process.

• Manage all aspects of client service, including planning, prioritizing and organizing projects.

• Develop relationships with executives in business units, support functions and senior leadership.

• Carry out business valuations to assess potential acquisition targets to support Mergers and Acquisitions (M&A) decisions.

• Develop intensive financial modeling of new initiatives for business turn-around, working closely with Finance and M&A teams.

• Conduct in-depth research to support business strategies and identify trends across key business drivers.

• Develop presentations for senior management and Citigroup Board of Directors, synthesizing key findings of team analyses and recommendations.

• Raise and present key findings to team leaders.

• Develop key consulting and analytical skills working for a team of alumni of top bracket consulting and banking firms.

• Exposure to Citi senior management.

• Gain deep understanding of both global businesses around Citi.

• Develop working relationships with a variety of Citi’s departments and business units.

• Exposure to a variety of topics in a fast-paced environment with challenging, multi-faceted assignments.

• Performs other duties and functions as assigned.

• Has the ability to operate with a limited level of direct supervision.

• Can exercise independence of judgement and autonomy.

• Acts as SME to senior stakeholders and /or other team members.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years experience

• Solid understanding of strategic financial planning.

• History of academic and professional excellence and achievement.

• Maintains quantitative analytical skills.

• Excellent problem solving abilities.

• Knowledge of operational/financial modeling (forecasting, valuation) and ability to analyze financial statements.

• Ability to build presentations that convey a clear story supported by data findings.

• High degree of flexibility and productivity; initiative and creativity.

• Excellent communication and interpersonal skills and ability to work in a team.

• Highly motivated and self-driven, ability to multi-task productively, and result orientation.

Education:

• Bachelor’s/University degree or equivalent 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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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Strategy & Development

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$87,280.00 - $130,920.00

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

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 14, 2025

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