Wealth - Business Intelligence Product Performance Lead

We are seeking a highly skilled Business Intelligence Lead to spearhead our Product Performance Metric curation and reporting efforts, ensuring that Citi Wealth Product teams have necessary data and insights necessary to make informed decisions.

• Lead the development, curation and launch of Product Performance metrics
• Conduct in-depth quantitative analysis of Wealth Management products
• Partner proactively with Stakeholders, Business Analytics Managers and Product teams
• Design and Develop Reporting / Insights that can be automated into Dashboards or ad-hoc reports
• Lead a Global Product Performance team of high-performing analysts
• Drive best practices and consistency in data analysis, modeling and reporting across the team
• Partner with Technology teams working within an Agile Framework to evaluate and implement appropriate tools
• Stay at the forefront of industry trends in business intelligence, wealth management technology, and operational enablement

• Excellent leadership, team management, stakeholder management and project management skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple projects, prioritize tasks effectively, and delivery impactful results
• Expertise in Wealth Management products and their associated performance metrics
• Minimum of 10 years of experience in analytics, reporting, process simplification and automation
• Proven history of success in leading and scaling BI functions in a fast-paced, growth-oriented environment
• Expertise in applying advanced analytical techniques and knowledgeable in analytical program languages (e.g., SQL, Python)
• Proficiency in BI and CRM tools (e.g., Tableau, Salesforce, Dataiku) and data management systems

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele.