Wealth Data, Analytics & Innovation - Business Analyst AVP

Position Overview:

We are seeking a strategic and results-driven Business Analyst to lead the development and optimization of our Next Best Action (NBA) platform. In this role, you will oversee the end-to-end lifecycle of innovative platforms that enable personalized customer engagement and dynamic decision-making. Collaborating closely with cross-functional teams, you will shape the vision, prioritize features, and deliver solutions that empower data-driven marketing, sales, and customer success efforts.

Key Responsibilities:

Platform Vision & Strategy

• Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale

• Define and communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms.

• Build solutions to seamlessly create and publish content across multiple client channels

• Stay informed about industry trends, emerging technologies, and best practices in personalized customer engagement.

• Develop and maintain a product roadmap that aligns with organizational goals and customer needs.

Stakeholder Collaboration

• Act as the primary liaison between business stakeholders, data science teams, engineering, marketing, and customer success teams.

• Gather and prioritize requirements from diverse teams to ensure the platform meets their needs for personalization and targeting.

• Drive alignment on priorities and ensure consistent delivery of value across the organization.

Product Development & Delivery

• Translate business requirements into clear user stories and detailed acceptance criteria.

• Work closely with development teams to manage the product backlog, sprint planning, and release cycles.

• Ensure the platform integrates effectively with other systems, including CRM, analytics, and customer data platforms.

Optimization & Innovation

• Oversee the implementation of AI/ML models for personalized targeting and decision-making.

• Monitor platform performance, gather feedback, and identify opportunities for continuous improvement.

• Lead A/B testing and analytics efforts to refine targeting and publishing capabilities.

• Analyze campaign performance to inform future strategies and optimizations.

Compliance & Governance

• Ensure adherence to regulatory and compliance standards related to data privacy and ethical AI usage.

• Establish governance practices for data quality, decisioning logic, and platform integrity.

Qualifications:

Experience

• 4+ years of experience in financial services product ownership, product manager, or related role

• Proven track record of delivering similar targeting and publishing platforms in previous roles.

• Deep understanding of Next Best Action frameworks, decision engines, and personalization technologies.

• Familiarity with customer data platforms (CDPs), CRM systems, and advanced analytics tools.

• Knowledge of Agile and Scrum methodologies.

• Strong background in AI and machine learning applications/models in financial services.

• Experience with leading digital initiatives as a product owner in agile development process

• Strong data analysis skills (e.g. SQL) along with an understanding of technical patterns used to consume and curate data

• Strong ability to influence and lead cross-functional teams without direct authority.

• Excellent stakeholder management and communication skills to bridge technical and business priorities.

• Extensive experience working with engineers and developers to understand what is technically possible, how to translate customer’s needs into technical requirements that deliver scalable and reliable solutions

• Familiar with data tools and technologies (data lakes, ETLs, Hadoop, Snowflake)

• Experience with personalization engines, idea generation, and campaign management.

• Proven track record of problem solving,

• Demonstrated ability to partner effectively with technology, legal, compliance, and risk teams to deliver results.

Skills

• Exceptional strategic thinking and problem-solving skills.

• Ability to work collaboratively with cross-functional teams.

• Strong understanding of client engagement and wealth management processes.

• Excellent communication and interpersonal skills.

• Proficiency in data analysis and optimization techniques.

Key Attributes

• Visionary Leader: Able to create and drive a compelling vision for the Next Best Action Platform.

• Client-Centric: Focused on delivering personalized, high-quality advice and enhancing client engagement.

• Innovative Thinker: Constantly seeking ways to improve and optimize the platform.

• Collaborative Partner: Works effectively with advisors, bankers, relationship managers, and other stakeholders.

• Data-Driven: Uses data to inform decisions and measure the platform’s success.

Education

  - Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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