Senior Manager- Wealth Operations Analytics- Vice President

Job description

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 degree (MBA/MS) preferred Success Metrics Measurable business impact (cost savings, productivity improvement, risk reduction) Adoption of analytics and AI solutions within Wealth Operations workflows Stakeholder satisfaction and influence Team capability uplift, particularly in Generative AI and advanced analytics Quality, timeliness, and scalability of delivery Why This Role Matters This role is critical in transforming Wealth Operations into an AI-enabled, insight-driven function. You will directly influence how business problems are solved using data, analytics, and next-generation AI, driving improvements in efficiency, scalability, and client experience. This role provides a unique opportunity to shape the adoption of AI within Wealth Operations while working closely with global stakeholders on high-impact transformation initiatives. ------------------------------------------------------ Job Family Group: Decision Management ------------------------------------------------------ Job Family: Business Analysis ------------------------------------------------------ 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. 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