Citi Citigold & Citi Priority segment and Citi Personal Wealth Management - Business Strategy Analyst in United States
Primary Location: United States
Education: Master's Degree
Job Function: Bus Strategy, Planning & Admin
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 16061501
About Citigold Wealth Management
The Citigold Wealth Management and Citi Priority client segment team within the US Retail Bank provides holistic, financial services to the Affluent and Emerging Affluent clients of Citi. With a dedicated salesforce of over 700 Citigold Relationship Managers and Financial Advisors, the group delivers a unique and differentiated value proposition to over 600,000 retail bank households. Citigold Wealth Management and the Citi Priority client segments team is uniquely positioned for continued rapid growth within the U.S. Retail Bank.
Citigold is a relationship banking and wealth management solution, reserved exclusively for clients who expect a personalized approach, demand seamless service and experienced financial advice . Citi Priority clients receive enhanced everyday banking benefits, on-demand financial guidance, on-the-go access, and powerful protection.
Through analytical and qualitative work, develop the financial plan and scorecard targets for Citigold, Citi Priority and Investment products and as well implement governance routines such as portfolio reviews and dashboard reporting and draft communications to deliver on business strategies.
Responsibilities / Duties:
Develop business case(s) for investment opportunities (e.g., revenue forecast, expense outlay, business volumes) for Citigold, Citi Priority and Investment product
Identify and track risks and opportunity to the annual financial plan (P&L) for two client segments and one product
Research internal MIS systems and external sources to identify client trends and understand business drivers to predict expected outcomes through the use of reusable models
Compile and analyze large volume and range of data points; build connectivity across multiple sources and types of data
Set scorecard targets across variety of key business metrics
Own and iterate on the businesses’ momentum and KPI weekly dashboard
Ensure alignment between scorecard and financial targets with KPI metrics reporting
Develop governance mechanisms to track and report status against strategic business initiatives with integrity and disciplined
Draft and deploy relevant communications to varied audiences on business strategy, strategic agenda progress, and culture-building topics
Create compelling presentation materials to communicate business results, key learnings and strategies to senior level executives
Act as ‘project lead’ on cross-business initiatives; identify problem-to-be-solved, draft project plan, identify owners, organize appropriate governance forum, and track to closure/operationalization transfer to another business unit
Conduct competitive analysis and fine tune strategy based on market trends and internal factors.
Ability to partner well with peers and functional areas to (Finance, DM, Performance Reporting) to commission and perform data analytics
Partner with stakeholders to define scope, deliverables, and project plans and help resolve/escalate issues as needed to successfully deliver projects on time and with quality
MBA preferred, Bachelor’s degree required
The ideal candidate will have at a minimum 3-5 years of experience in designing and implementing complex analytic solutions, preferably with financial modeling experience
Prior experience in wealth management firms with strategy and business planning is a plus.
- Strategy consulting analytical & presentation skills
Business Knowledge - Has an understanding of the financial service industry, preferably wealth management
Analytical Thinking – Has experience in building financial models, analyzing what if scenarios and presenting results to senior management in a clear, articulate way
Independent Work – Can work independently and effectively, can make recommendations for alternate ways of structuring problems and is empowered to make choices that move the objective forward