Specialized Analytics Manager - Wealth Management

Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions. We are seeking highly skilled data analytics professional to be part of the Business Analytics Management (BAM) team. This individual will be instrumental in providing value-add analytical insights, as well as liaising with the broader Wealth Data Analytics and Innovation (DAI) organization to help the business achieve its ambitious goals.

Overview: 

Are you a proactive analytics leader who can bridge the gap between complex data analysis and strategic decision-making?

If yes, then we encourage you to apply to this role where we are seeking a highly skilled Analytics Manager to join our Wealth Management analytics team. This role will lead a talented team of professionals, transforming complex financial and investment data into actionable insights and compelling narratives to support strategic decision-making by senior leadership. The ideal candidate will possess strong technical proficiency, excellent people management skills as a player-coach and a proven ability to communicate effectively across multiple levels of the organization.

Responsibilities:

• Lead and manage a team of analysts, providing coaching/mentorship, training, performance feedback, and guidance

• Develop and implement analytics strategies and frameworks that align with the objectives of the NAM Citigold business

• Analyze complex data sets related to product penetration, client segments, revenue, market trends, and business performance

• Transform analytical insights into clear, concise, and compelling narratives to drive strategic decisions

• Effectively communicate data-driven insights and recommendations to senior leadership and stakeholders through presentations and reports

• Collaborate with cross-functional teams including Products, Finance, Digital and technology to optimize analytics processes and insights delivery

• Continuously identify areas for improvement in data collection, analysis methodologies, reporting processes, and visualization tools

Qualifications:

• Bachelor’s degree in Analytics, Finance, Economics, Statistics, Mathematics, or a related field (Master’s degree preferred)

• 10+ years of experience in data analytics, preferably in wealth management, financial services, or investment management

• Proven leadership and people management skills, including team development and performance management

• Expertise in SQL, Python, Excel; proficiency with additional analytical tools such as Tableau, Power BI or similar

• Exceptional storytelling ability to translate data analysis into impactful presentations and insights

• Strong written and verbal communication skills, particularly in presenting findings to senior management and non-technical stakeholders

• Excellent problem-solving, critical thinking, and decision-making skills.

• Ability to thrive in a fast-paced, dynamic environment and manage multiple projects and priorities simultaneously

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Job Family Group:

Decision Management

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Job Family:

Business Analysis

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$156,160.00 - $234,240.00

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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Anticipated Posting Close Date:

Apr 17, 2025

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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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