Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions. We are seeking a highly skilled Head of Business Intelligence and Enablement to spearhead our data visualization and reporting efforts, ensuring that everyone from client advisors to senior management have the data and insights necessary to make informed decisions.

Position Overview

The Head of Business Intelligence and Enablement for Citi Global Wealth will play a pivotal role in transforming data into strategic insights that guide decision-making across the organization. This senior leadership position will oversee the development, implementation, and optimization of the business intelligence capabilities and operational enablement strategies across the entirety of the Citi Global Wealth franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold businesses, as well as the product teams, to deliver metric/KPI reporting and foster a stronger data-driven culture. The ideal candidate will have extensive BI experience within a financial services context, with a proven ability to lead multi-phase projects and foster a culture of excellence.

Key Responsibilities:
-Leadership and Strategy:

• Develop and execute a comprehensive business intelligence and enablement strategy aligned with the firm’s growth objectives.
• Lead and mentor a team of BI analysts and specialists, fostering a collaborative and high-performance culture.
• Serve as a strategic advisor to partners and other Analytics leaders, providing insights and recommendations based on data analysis.

-Business Intelligence:

• Oversee the design, development, and maintenance of BI tools, dashboards, and reporting systems to track key performance metrics across all Wealth LOBs and products
• Partner with stakeholders to identify data needs, ensure data accuracy, and deliver actionable insights that drive decision-making.

-Enablement:

• Develop and implement enablement programs that enhance operational efficiency and improve client service delivery, within an access-controlled and risk-approved visibility framework
• Lead initiatives to expand tool adoption across the Wealth franchise, including trainings, office hours, use cases, etc.

-Technology and Innovation:

• Partner closely with Technology within an Agile framework
• Evaluate and implement appropriate tools that can scale with increased usage and content
• Stay ahead of industry trends in business intelligence, wealth management technology, and operational enablement to ensure the firm and capabilities remain competitive.
   

Experience:

• Minimum of 10 years of experience in business intelligence, with at least 5 years in a leadership role.
• At least 10 years of experience in business intelligence and data analytics, preferably within the wealth management or financial services industry.
• Proven history of success in leading and scaling BI functions in a fast-paced, growth-oriented environment.
• Expertise in BI and CRM tools (e.g., Tableau, Salesforce, Dataiku) and data management systems.

Skills:

• Excellent leadership and team management skills.
• Strong analytical and problem-solving abilities.
• Proficiency in data management tools and technologies (e.g., SQL, Hadoop, Tableau, etc.).
• Exceptional communication and interpersonal skills.
• Ability to manage multiple projects and prioritize tasks effectively

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Job Family Group:

Decision Management

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Job Family:

Business Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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.

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Anticipated Posting Close Date:

Sep 11, 2024

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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