Wealth COO Office - Vice President

Citi; New York (NY); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Citi Wealth COO Office seeks a Vice President to lead administrative and analytics functions, including audits, business continuity planning, and regulatory oversight, across a global wealth management framework. This role emphasizes cross-functional collaboration with Finance, Technology, Risk, and Front Office.

The candidate will design centralized KPI reporting, perform deep-dive analyses, and present insights to senior management to drive strategic decisions and value realization while

Qualifications

• 10–16 years of experience in financial services, esp. wealth management.
• Deep understanding of wealth management value chain and drivers.
• Strong analytical and quantitative skills for actionable insights.

Responsibilities

• Design and maintain a centralized KPI reporting suite.
• Perform deep-dive analysis to identify trends, risks, opportunities.
• Develop analytics to track value realization of investments.
• Ensure data quality and integrity across reports.
• Prepare findings for senior management to inform decisions.
• Support strategy and talent/communication initiatives.
• Drive productivity and cost-savings with senior leadership.

Skills

SQL

Python/R

Tableau

Power BI

Financial modeling

Presentation skills

Stakeholder management

Education

Bachelor's Degree/University degree or equivalent experience

Master's degree preferred

Job description

Wealth COO Office - Vice President

Location(s):

Haryana, India

Job Type:

Hybrid

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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

The Business Associate is a senior level position responsible for the overall administrative activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested.

Responsibilities:

• Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
• Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
• Develop analytics to track value realization from key investments and initiatives.
• Ensure data quality and integrity in all reporting and analytics deliverables.
• Serve as communications lead on strategy development and execution for internal business messaging
• Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
• Prepare and present findings to senior management to support strategic decision-making.
• Advance organization/people strategy goals including communications strategy, talent strategy, and employee engagement initiatives
• Drive productivity/ cost savings initiatives in partnership with the senior management team

Recommended Qualifications:

• 10-16 years of experience in financial services, with a significant portion in wealth management, business management, strategy, or a related analytics function.
• Deep understanding of the wealth management value chain, products, and key business drivers.
• Exceptional analytical and quantitative skills; ability to translate complex data into actionable insights.
• Proficiency with data analysis and visualization tools (e.g., SQL, Python/R, Tableau, Power BI).
• Strong understanding of financial modeling and business case development.
• Excellent verbal and written communication skills, with the ability to create compelling presentations and influence senior stakeholders.
• Strong project management skills and ability to manage multiple priorities in a fast-paced environment.

Education:

• Bachelor's Degree/University degree or equivalent experience
• Master's degree preferred

Job Family Group:

Business Strategy, Management & Administration

Job Family:

Business Execution & Administration

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 (opens in new window).
View Citi's EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.