Wealth COO Office VP Strategy and Analytics

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

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