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
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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
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.
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.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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