Wealth Operations Strategy Lead Analyst Vice President

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. 

As part of Change Management team, you will have a unique exposure to worlds of Technology, Business, Operations, PMO and Business Management through meaningful projects that have real impact on our business and clients. You will experience a supportive and collaborative work environment and have exposure to our senior leaders. You will work on high impact and global projects to further develop your banking industry knowledge and soft skills such as communication, teamwork and leadership through, which are critical to success in today’s fast-paced, ever changing business landscape.

Responsibilities:

• 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 

Qualifications:

• 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

Key Required Competencies

• 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 mgmt.

• 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)

Education:

• Bachelor’s/University degree or equivalent experience, potentially Masters degree

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:

$113,840.00 - $170,760.00

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:

Sep 05, 2025

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