Senior Manager- Wealth Operations Analytics- Vice President

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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