Citi
Wealth Data, Analytics & Innovation - Business Analyst AVP
Citi, New York, New York, us, 10261
Overview
Wealth Data, Analytics & Innovation - Business Analyst AVP Get AI-powered advice on this job and more exclusive features. We are seeking a strategic and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be part of an Agile squad to support the product owner with the end-to-end lifecycle of innovative applications that enable personalized customer engagement and dynamic decision-making. Collaborating closely with product management and cross-functional teams, you will drive the vision, prioritize features, and deliver solutions that empower data-driven marketing, sales, and customer success efforts.
Responsibilities
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.
Stakeholder Collaboration
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.
Product Development & Delivery
Translate business requirements into clear user stories and detailed acceptance criteria.
Manage the product backlog, active sprint deliverables, daily scrums, defect management, sprint planning, and release cycles with development and Product Owner.
Ensure the platform integrates 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.
Engagement and Adoption
Engage with frontline 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 inform business partners of 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
Education: Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.
Experience: 4+ years in financial services in business analysis or requirements gathering related role; proven track record with targeting and publishing platforms.
Deep understanding of Next Best Action frameworks, decision engines, and personalization technologies.
Familiarity with CDPs, CRM systems, and advanced analytics tools.
Knowledge of Agile and Scrum methodologies; understanding of AI/ML applications in financial services.
Strong data analysis skills (SQL) and experience with data tools/technologies (data lakes, ETLs, Hadoop, Snowflake).
Experience with personalization engines, idea generation, and campaign management.
Ability to partner with technology, legal, compliance, and risk teams to deliver results.
Skills: Strategic thinking, problem solving, collaboration, client engagement, communication, and data-driven optimization.
Key Attributes
Team player: work with multiple teams to drive the Next Best Action platform.
Client-Centric: deliver personalized, high-quality advice and enhance engagement.
Innovative Thinker: continuously seek improvements.
Collaborative Partner: works with advisors, bankers, relationship managers, and stakeholders.
Data-Driven: use data to inform decisions and measure success.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Wealth Data, Analytics & Innovation - Business Analyst AVP Get AI-powered advice on this job and more exclusive features. We are seeking a strategic and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be part of an Agile squad to support the product owner with the end-to-end lifecycle of innovative applications that enable personalized customer engagement and dynamic decision-making. Collaborating closely with product management and cross-functional teams, you will drive the vision, prioritize features, and deliver solutions that empower data-driven marketing, sales, and customer success efforts.
Responsibilities
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.
Stakeholder Collaboration
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.
Product Development & Delivery
Translate business requirements into clear user stories and detailed acceptance criteria.
Manage the product backlog, active sprint deliverables, daily scrums, defect management, sprint planning, and release cycles with development and Product Owner.
Ensure the platform integrates 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.
Engagement and Adoption
Engage with frontline 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 inform business partners of 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
Education: Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.
Experience: 4+ years in financial services in business analysis or requirements gathering related role; proven track record with targeting and publishing platforms.
Deep understanding of Next Best Action frameworks, decision engines, and personalization technologies.
Familiarity with CDPs, CRM systems, and advanced analytics tools.
Knowledge of Agile and Scrum methodologies; understanding of AI/ML applications in financial services.
Strong data analysis skills (SQL) and experience with data tools/technologies (data lakes, ETLs, Hadoop, Snowflake).
Experience with personalization engines, idea generation, and campaign management.
Ability to partner with technology, legal, compliance, and risk teams to deliver results.
Skills: Strategic thinking, problem solving, collaboration, client engagement, communication, and data-driven optimization.
Key Attributes
Team player: work with multiple teams to drive the Next Best Action platform.
Client-Centric: deliver personalized, high-quality advice and enhance engagement.
Innovative Thinker: continuously seek improvements.
Collaborative Partner: works with advisors, bankers, relationship managers, and stakeholders.
Data-Driven: use data to inform decisions and measure success.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
#J-18808-Ljbffr