Senior Manager- Wealth Operations Analytics- Vice President

Job description

## **Discover your future at Citi** Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. ## **Job Overview** **Vice President – Wealth Operations Analytics (People Manager)** **Shape the Future of Wealth Operations** **Be a Problem Solver. Enable AI Transformation. Lead with Impact.** **Job Description** Are you a results-oriented analytics leader with a strong ability to partner with business teams and translate complex operational problems into data-driven and AI-enabled solutions? Join our Analytics & Information Management (AIM) organization as a **Vice President – Wealth Operations Analytics**, and play a key role in enabling operational excellence across Wealth Management. This role offers the opportunity to work at the intersection of **business, analytics, and next-generation AI technologies**, including **Generative AI and Agentic AI frameworks**. You will partner closely with Wealth Operations stakeholders to understand business priorities, design analytical and AI-driven solutions, and deliver measurable impact. **A critical success factor in this role is the ability to deeply understand business problems and translate them into structured analytics and AI solutions with measurable impact.** As a people leader, you will manage and grow a high-performing team while fostering a culture of innovation, problem-solving, and continuous learning. **Responsibilities** **Business Partnership & Problem Translation** - Build strong partnerships with Wealth Operations, Risk, Product, and Technology stakeholders - Develop deep understanding of Wealth Operations processes and priorities - Translate business needs into structured analytics problems and AI solution frameworks - Act as a bridge between business and analytics/AI teams, ensuring clarity, alignment, and impact - Proactively identify opportunities where analytics and AI can solve business challenges **Analytics & AI Solution Delivery** - Lead delivery of advanced analytics and AI initiatives across Wealth Operations - Design and implement Generative AI use cases (e.g., document intelligence, knowledge copilots, workflow assistants) - Build or drive development of Agentic AI solutions for workflow automation and decisioning - Own end-to-end lifecycle: problem framing, solution design, execution, and deployment - Measure and communicate business impact (efficiency, cost savings, risk reduction, client experience) **AI Enablement & Innovation** - Drive **execution and adoption** of scalable analytics and AI solutions aligned to business priorities - Apply LLM-based approaches including prompt engineering and retrieval-based frameworks - Collaborate with Technology teams to productionize AI solutions - Ensure adherence to responsible AI practices and governance standards **Execution Excellence & Continuous Improvement** - Deliver analytically rigorous and business-relevant solutions with clear linkage to measurable outcomes - Balance multiple priorities across stakeholders and ensure predictable, high-quality delivery - Drive standardization and reusability across analytics and AI solutions **Stakeholder Management & Communication** - Independently manage communication with global stakeholders - Present insights and recommendations to senior leadership clearly and effectively - Act as a trusted advisor, influencing adoption of analytics and AI-driven decision-making **Team Leadership** - Manage and develop a team of analytics and AI professionals (typically 15–30 members) - Coach and mentor team members on analytics techniques, AI tools, and business context - Build capability in Generative AI, Agentic AI, and modern analytics practices - Foster a culture of ownership, innovation, and continuous learning - Build next-level leadership within the team (AVP/Lead pipeline) - Drive high standards on delivery quality, stakeholder engagement, and business impact **Qualifications** **Experience** - 10–14 years of experience in Analytics, Data Science, or AI - 3–6 years of people management experience - Experience in Financial Services or Wealth Operations analytics preferred - **Mandatory:** Proven experience delivering **production-grade Generative AI and/or Agentic AI solutions**, including problem framing, model/application design, and measurable business impact realization - Experience working with enterprise constraints such as data privacy, latency, and model governance in AI deployments **Industry & Functional Knowledge** - Strong understanding of operations analytics and process optimization - Exposure to Wealth Management domains such as client lifecycle, KYC, servicing, or trade lifecycle preferred **Analytical & Technical Skills** - Strong problem structuring and hypothesis-driven analysis - Experience in statistical techniques, segmentation, and predictive analytics - Proficiency in SQL and Python (or R/SAS) - Experience with BI tools such as Tableau or Power BI **AI & Data Skills (Critical)** - Hands-on experience with: - Generative AI (LLMs, prompt engineering, embeddings, retrieval-based frameworks) - Agentic AI (multi-step workflows, orchestration frameworks) - Understanding of AI/ML lifecycle, APIs, and deployment architectures - Experience driving AI-led automation and transformation initiatives **Leadership & Professional Skills** - Exceptional ability to understand business problems and translate them into analytics and AI solutions - Strong stakeholder management and influencing skills - Excellent communication and storytelling ability - Proven ability to operate in a global, matrixed organization - High ownership mindset with strong execution focus **Education** - Bachelor’s degree in a quantitative field (Engineering, Mathematics, Statistics, Economics, Computer Science) - Master’s