Citi
Wealth Data, Analytics & Innovation - Business Analyst AVP
Citi, New York, New York, us, 10261
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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Job Details
Job Family Group: Private Client Coverage
Job Family: Franchise Administration
Time Type: Full time
Primary Location: New York, NY, United States
Primary Location Full Time Salary Range: $121,200.00 - $181,800.00
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.
Anticipated Posting Close Date: Aug 07, 2025
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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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
------------------------------------------------------
Job Details
Job Family Group: Private Client Coverage
Job Family: Franchise Administration
Time Type: Full time
Primary Location: New York, NY, United States
Primary Location Full Time Salary Range: $121,200.00 - $181,800.00
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.
Anticipated Posting Close Date: Aug 07, 2025
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.
#J-18808-Ljbffr