Citi · 5 months ago
Wealth Operations Strategy Lead Analyst Vice President
Tampa Florida United States
Full-time
Hybrid
Mid, Senior Level
$114K/yr - $171K/yr
6+ years expCiti is a leading financial services company providing a wide range of financial products and services. The Wealth Operations Strategy Lead Analyst will work on the Operations Change Management team to manage the Tech Book of Work and drive strategy across the Wealth program for operations, collaborating closely with operational leads on process re-engineering and technology platform changes.
BankingFinanceFinancial Services
Responsibilities
Lead projects across their lifecycle: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and obtaining buy-in for change
Manage all aspects of client service, including planning, prioritizing and organizing projects
Develop and strengthen relationships with executives across the business
Identify opportunities to add value beyond the scope of formal projects
Contribute to continuous team improvement and management, e.g., provide leadership in recruiting, coach junior staff, etc
Efficiently solve complex, ambiguous problems/situations
Multi-tasks productively and reliably, while managing conflicting priorities
Performs other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualification
Required
6-10 years experience in financial services
Strategy consulting experience
Ability to problem solve, sound business judgment, and demonstrated result orientation
Outstanding analytical and quantitative capabilities; history of academic and professional excellence and achievement
Creativity and independent thinking
Consistently demonstrates clear and concise written and verbal communication
Collaborative work style; effectively interacts with partners across organizational boundaries/hierarchies
Leadership presence; commands respect and will earn trust of senior leaders
Highly motivated and with enthusiasm for Financial Services industry and desire to master the business
Sound working knowledge of financial modeling and can analyze financial statements
Highly proficient in MS Powerpoint and Excel
Bachelor's/University degree or equivalent experience, potentially Masters degree
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
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