Wealth Data, Analytics & Innovation - Business Analyst AVP

Wealth Data, Analytics & Innovation - Business Analyst AVP | Citi Careers

• Support Platform Vision and Execution
• 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.
• Work closely with Product owner, management and business stakeholders to develop and maintain a product roadmap that aligns with organizational goals and customer needs.
• Act as a liaison between business stakeholders, data science teams, engineering, marketing, and customer success teams.
• Gather and document requirements from diverse teams to ensure the platform meets their needs for personalization and targeting.
• Drive alignment with the Product Owner on priorities and ensure consistent delivery of value across the organization.
• Translate business requirements into clear user stories and detailed acceptance criteria.
• Work closely with development and Product owner to manage the product backlog, active sprint deliverables, daily scrum calls, defect management, sprint planning, and release cycles.
• Ensure the platform integrates effectively with other systems, including CRM, analytics, and customer data platforms.
• Oversee and provide UAT sign off for release features and production sign offs during weekend checkouts
• Engage with frontline field users to help with issues and drive best practices
• Monitor platform performance, gather feedback, and identify opportunities for continuous improvement.
• Help drive adoption of the platform by maintaining training and marketing collateral on our product page
• Analyze campaign performance to help inform business partners of future strategies and optimizations.
• 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.

• Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.
• 4+ years of experience in financial services in business analysis, requirements gathering 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.
• Understanding of AI and machine learning applications/models in financial services.
• Experience as a business analyst in agile development process
• Strong data analysis skills (e.g. SQL) along with an understanding of technical patterns used to consume and curate data
• Familiarity with data tools and technologies (data lakes, ETLs, Hadoop, Snowflake)
• Experience with personalization engines, idea generation, and campaign management.
• Demonstrated ability to partner effectively with technology, legal, compliance, and risk teams to deliver results.

• 401k matching
• Health insurance
• Flight privileges

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