Wealth Management Operations Sr Lead Analyst

4 weeks ago

Jacksonville, United States Citi Full time $93,440 - $140,160

Citi Wealth Management Operations Analytics provides critical analytics and reporting to all lines of business and regions within Citi's Global Wealth Management organization. The Analytics 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 customer service commitments.

The Wealth Management Operations Sr Lead Analyst is responsible for driving critical analytics data discovery and enablement, leading analytics projects and partnering with various business, technology and operations teams to identify and drive strategic changes or new data metrics solutioning.

Responsibilities
  • 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 and external 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.
Qualifications
  • 10 years of relevant experience in financial services with knowledge of operations or wealth management. Experience with analytics in wealth management strongly preferred
  • A change agent with strong discovery mindset and abilities to pioneer research in new data, analytics tools or approaches
  • Demonstrates an in-depth understanding of how own area integrates within the overall business to achieve objectives within complex organizational structure and fast-paced working environment.
  • Understanding of various analytics methods and data platforms, knowledge of advanced statistical or data science techniques and how to apply such to drive substantial business results.
  • Technical skillsets with proficiency required in at least one of the following programming languages: SQL/SAS/Python/R, Big Data knowledge and experience preferred.
Education

Bachelors degree or equivalent work experience

Job Family Group

Operations - Core

Job Family

Business Planning & Analysis

Time Type

Full time

Primary Location

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

Anticipated Posting Close Date

Dec 20, 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

  • Wealth Management Professional

    2 weeks ago

    Jacksonville, Florida, United States Coastal Wealth Full time

    Job OverviewCoastal Wealth is a premier financial solutions firm anchored in integrity, transparency, and ethical conduct. As a Wealth Management Professional, you will work closely with clients to develop personalized financial plans tailored to their unique goals.Our services include comprehensive financial planning, strategic tax planning, and meticulous...

  • Oracle HCM Cloud Reporting Lead/Sr Analyst

    17 hours ago

    Jacksonville, United States TechnoGen Inc Full time

    Job DescriptionJob DescriptionOracle HCM Cloud Reporting Lead/Sr AnalystLocation: Jacksonville, Florida. - 100% - REMOTEDuration: 6+ months contractStart: ASAPRate: Market/FlexibleClient: Transportation- RailroadSkills Needed: Sr Analyst - Oracle HCM ReportingDetails: Oracle HCM Cloud Reporting LeadReporting and Analytics tools in Oracle HCM cloud (OTBI,...

  • Oracle HCM Cloud Reporting Lead/Sr Analyst

    8 hours ago

    Jacksonville, United States TechnoGen Inc Full time

    Job DescriptionJob DescriptionOracle HCM Cloud Reporting Lead/Sr AnalystLocation: Jacksonville, Florida. - 100% - REMOTEDuration: 6+ months contractStart: ASAPRate: Market/FlexibleClient: Transportation- RailroadSkills Needed: Sr Analyst - Oracle HCM ReportingDetails: Oracle HCM Cloud Reporting LeadReporting and Analytics tools in Oracle HCM cloud (OTBI,...

  • Architecture Sr Lead Analyst

    5 days ago

    Jacksonville, United States Citigroup Full time

    About Citi:Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking,...

  • Sr. Financial Analyst

    7 hours ago

    Jacksonville, United States Robert Half Full time

    Job DescriptionJob DescriptionJob Opportunity: Sr. Financial Analyst - Manufacturing OperationsWe are currently seeking a meticulous and results-driven Sr. Financial Analyst to join a dynamic team within a manufacturing environment. The ideal candidate will have a strong background in accounting and finance, with a focus on manufacturing cost analysis,...

  • Architecture Sr Lead Analyst

    5 days ago

    Jacksonville, FL, United States Citigroup Full time

    About Citi:Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking,...

  • Camarda Wealth Advisory Group | Digital Media Buyer

    3 weeks ago

    jacksonville, United States Camarda Wealth Advisory Group Full time

    Digital Media Buyer / Google Ads Specialist Location: Fleming Island, FL (In-person full-time position) Company Overview- Camarda Wealth Advisory Group is a nationally recognized, SEC-registered fiduciary investment advisor headquartered in Florida. We provide comprehensive wealth management solutions to high-net-worth clients across the United States. Our...

  • Camarda Wealth Advisory Group | Digital Media Buyer

    3 weeks ago

    jacksonville, United States Camarda Wealth Advisory Group Full time

    Digital Media Buyer / Google Ads Specialist Location: Fleming Island, FL (In-person full-time position) Company Overview- Camarda Wealth Advisory Group is a nationally recognized, SEC-registered fiduciary investment advisor headquartered in Florida. We provide comprehensive wealth management solutions to high-net-worth clients across the United States. Our...

  • Sr. Data Analyst

    1 month ago

    Jacksonville, United States Vimerse InfoTech Inc Full time

    Sr. Data Analyst (with Supply Chain Experience a must!!!) Client: automotive industry Duration: long term contract Location: Jacksonville, FL ( hybrid - 3 days onsite) - local candidates only!!! Work authorization: US Citizens/GC with excellent comm skills Please share candidates with active LinkedIn profiles only! Only candidates with local ID will be...

  • Sr Information Security Analyst

    5 days ago

    Jacksonville, United States Corps Team Full time

    Posted: 12/11/2024 Employment Type: Contract Industry: Financial Services Job Number: 17262 Field of Expertise: Information Technology Remote Friendly: NoJob DescriptionOur client, a diversified financial services company providing banking and investing services, is seeking a SR Information Security Analyst for a 6-month contract role located in...

  • Infrastructure Security Sr. Analyst, VP

    6 days ago

    Jacksonville, United States Citi Full time

    About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking,...

  • Financial Advisor Lead

    2 weeks ago

    Jacksonville, Florida, United States Coastal Wealth Full time

    Unlock Your Financial Future with Coastal WealthIn this rewarding role as a Financial Planner, you will have the opportunity to help individuals, business people, and families navigate their financial future and secure their prosperity. You will be provided with current leads to quickly build your book and achieve success in your career.Compensation...

  • Wealth Deposits and Lending Control Testing Lead VP

    6 days ago

    Jacksonville, United States Citibank (Switzerland) AG Full time

    Wealth Deposits and Lending Control Testing Lead VP (Hybrid) Apply remote type Hybrid locations Jacksonville Florida United States, O'Fallon Missouri United States, Tampa Florida United States, Florence Kentucky United States, Irving Texas United States. Time type Full time. Posted on: 2 Days Ago. Job requisition id: 24816444. The Wealth Deposits and Lending...

  • Wealth Management Representative

    4 weeks ago

    Jacksonville, Florida, United States Randstad US Full time

    We are looking for a talented Wealth Management Representative to join our team at Randstad US. As a Customer Service Representative, you will play a critical role in our inbound call center, assisting clients and branch partners with their financial needs.About the Role:Assist clients with banking and brokerage accounts, credit and debit cards, and small...

  • Junior Tax/Wealth Management Specialist

    2 months ago

    jacksonville, United States LHH Full time

    Junior Tax/Wealth Management SpecialistLHH Recruitment Solutions is seeking a Junior Tax/Wealth Management Specialist in Jacksonville, FL for a long-term contract assignment with one of the world’s most stable and well-established banks. This is a great opportunity for someone with experience or someone with transferable skills seeking an opportunity in...

  • Junior Tax/Wealth Management Specialist

    2 months ago

    Jacksonville, United States LHH Full time

    Junior Tax/Wealth Management SpecialistLHH Recruitment Solutions is seeking a Junior Tax/Wealth Management Specialist in Jacksonville, FL for a long-term contract assignment with one of the world’s most stable and well-established banks. This is a great opportunity for someone with experience or someone with transferable skills seeking an opportunity in...

  • Junior Tax/Wealth Management Specialist

    2 weeks ago

    Jacksonville, United States LHH Full time

    Junior Tax/Wealth Management SpecialistLHH Recruitment Solutions is seeking a Junior Tax/Wealth Management Specialist in Jacksonville, FL for a long-term contract assignment with one of the world’s most stable and well-established banks. This is a great opportunity for someone with experience or someone with transferable skills seeking an opportunity in...

  • Wealth Deposits and Lending Control Testing Lead VP

    6 days ago

    Jacksonville, United States Citigroup Inc. Full time

    The Wealth Deposits and Lending Control Testing Team is responsible for the testing of controls that are designed and owned by Citi’s Wealth Deposits and Lending departments. The Citi Wealth business delivers a comprehensive wealth solution to clients across the wealth continuum, with integrated advice and execution, as well as traditional and alternative...

  • Sr Financial Analyst

    15 hours ago

    Jacksonville, United States Sig Sauer Full time

    Description Sr. Financial Analyst - Ammunition Relocation available SIG SAUER, Inc. is a leading provider and manufacturer of firearms, electro-optics, ammunition, air guns, suppressors, remote controlled weapons stations, and training. For over 250 years SIG SAUER, Inc. has evolved, and thrived, by blending American ingenuity, German engineering, and Swiss...

  • Syndicated Loan Support Operations Analyst

    1 day ago

    Jacksonville, United States Lenmar Consulting Inc Full time

    Lenmar is seeking a Syndicated Loan Operations Analyst to help us support our global banking client. This is a long-term (hybrid) contract role out of their Jacksonville, FL location. Title: Syndicated Loan AnalystLocation: Jacksonville, FLPay Rate: $ 32/ HR On a W2 Contract without benefitsRequirements:Bachelor's Degree preferred in Business, Finance,...