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