The Vice President – Forms Governance Business Lead Analyst for Wealth business is a senior-level individual contributor and subject matter expert (SME) responsible for leading, designing, and executing the Forms Governance framework across the North America (NAM) and Latin America (LATAM) regions.
In this highly strategic role, you will act as the primary authority on document governance, partnering with senior business leaders, compliance, legal, and technology teams to ensure the integrity, regulatory compliance, and operational efficiency of the Bank’s client-facing and internal document inventories. While this is an individual contributor role (non-people manager), it requires exceptional leadership, influence, and project management capabilities to drive regional standardization, digital transformation, and risk mitigation.
Key Responsibilities
1. Strategic Governance & Framework OwnershipFramework Design & Oversight- Establish, refine, and oversee the regional Forms Governance framework.
- Ensure all client-facing and internal documents comply with:
- Global policies
- Local regulatory requirements
- Corporate branding standards
- Direct the end-to-end lifecycle management of the Bank's document inventory across NAM and LATAM.
- Implement rigorous periodic review and maintenance processes.
- Manage complex, high-priority, and time-sensitive ad hoc document requests.
- Serve as a trusted advisor to Business Requestors and Product Owners.
- Translate complex business requirements into:
- Streamlined document solutions
- Compliant processes
- Client-centric documentation
- Partner closely with:
- Legal
- Compliance
- Risk
- Brand Management
- Facilitate alignment among senior stakeholders across multiple jurisdictions.
- Drive standardized regional solutions while balancing local business requirements.
- Collaborate with Technology and Product teams to:
- Enhance document management systems
- Automate manual processes
- Advance digital document capabilities
- Proactively identify:
- Operational bottlenecks
- System deficiencies
- Data quality gaps
- Design and implement scalable remediation strategies to improve efficiency and effectiveness.
- Lead strategic initiatives focused on:
- Modernizing the document experience
- Reducing onboarding friction
- Accelerating time-to-market
- Enhancing overall client satisfaction
- Establish and maintain rigorous quality assurance standards.
- Oversee controls related to:
- Form uploads
- Form updates
- Distribution management
- Minimize operational, compliance, and regulatory risks.
- Maintain comprehensive:
- Governance documentation
- Approval records
- Audit trails
- Control evidence
- Ensure readiness for internal audits and external regulatory examinations.
- Bachelor's degree in:
- Business Administration
- Management
- Information Systems
- Finance
- Or a related discipline
- Typically 7-10 years of progressive experience in:
- Forms Governance
- Operational Risk
- Business Analysis
- Process Transformation
- Experience within a global financial institution or highly regulated industry strongly preferred.
- Demonstrated success managing initiatives across multiple geographic regions.
- Experience with NAM and LATAM regulatory environments is highly desirable.
- Deep understanding of:
- Digital document management platforms
- Content management lifecycles
- Forms governance frameworks
- Regulatory documentation requirements
- Demonstrated ability to:
- Lead cross-functional teams
- Challenge the status quo
- Influence decision-making
- Drive consensus among senior stakeholders
- High adaptability and resilience in:
- Ambiguous environments
- Organizational transformation
- Evolving regulatory landscapes
- Exceptional:
- Verbal communication
- Written communication
- Interpersonal skills
- Ability to communicate complex governance concepts to both technical and non-technical audiences.
- Strong organizational and time-management capabilities.
- Proven ability to:
- Manage competing priorities
- Deliver high-stakes initiatives
- Meet demanding deadlines in fast-paced environments
- Strategic mindset
- Strong governance discipline
- Regulatory awareness
- Stakeholder management excellence
- Continuous improvement orientation
- Technology and digital transformation leadership
- Client-centric execution focus
•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Management------------------------------------------------------
Time Type:Full time------------------------------------------------------
Primary Location:Fort Lauderdale Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:$117,440.00 - $176,160.00
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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Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:Sep 07, 2026------------------------------------------------------
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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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.
Skills Required
- Bachelor’s degree in Business Administration, Management, Information Systems, Finance, or a related discipline
- Typically 7–10 years of progressive experience in Forms Governance, Operational Risk, Business Analysis, or Process Transformation
- Experience managing initiatives across multiple geographic regions
- Deep understanding of digital document management platforms, content management lifecycles, forms governance frameworks, and regulatory documentation requirements
- Experience within a global financial institution or highly regulated industry
- Experience with North American and Latin American regulatory environments
- Ability to lead cross-functional teams, influence decision-making, challenge the status quo, and drive consensus among senior stakeholders
- Strong change-management skills in ambiguous and transforming environments
- Exceptional verbal, written, and interpersonal communication skills
- Strong organizational and time-management capabilities, including managing competing priorities and demanding deadlines
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
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