The Business Associate is a senior level position responsible for the overall administrative activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested.
Responsibilities:
- Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
- Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
- Develop analytics to track value realization from key investments and initiatives.
- Ensure data quality and integrity in all reporting and analytics deliverables.
- Serve as communications lead on strategy development and execution for internal business messaging
- Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
- Prepare and present findings to senior management to support strategic decision-making
- Drive productivity/ cost savings initiatives in partnership with the senior management team
Recommended Qualifications:
- 10 -16 years of experience in financial services, with a significant portion in wealth management, business management, strategy, or a related analytics function.
- Proven experience in leading analytical or strategic projects.
- Deep understanding of the wealth management value chain, products, and key business drivers.
- Exceptional analytical and quantitative skills; ability to translate complex data into actionable insights.
- Proficiency with data analysis and visualization tools (e.g., SQL, Python/R, Tableau, Power BI).
- Strong understanding of financial modeling and business case development.
- Experience with performance management frameworks (e.g., OKRs, balanced scorecards, QBRs).
- Excellent verbal and written communication skills, with the ability to create compelling presentations and influence senior stakeholders.
- Strong project management skills and ability to manage multiple priorities in a fast-paced environment.
Education:
- Bachelor’s Degree/University degree or equivalent experience
- Master’s degree preferred
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Execution & Administration------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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Skills Required
- 10–16 years of experience in financial services, including significant experience in wealth management, business management, strategy, or related analytics
- Experience leading analytical or strategic projects
- Deep understanding of the wealth management value chain, products, and business drivers
- Exceptional analytical and quantitative skills, with the ability to translate complex data into actionable insights
- Proficiency with SQL, Python or R, Tableau, or Power BI
- Understanding of financial modeling and business case development
- Experience with performance management frameworks such as OKRs, balanced scorecards, or QBRs
- Excellent verbal and written communication skills, including presentations and senior stakeholder influence
- Strong project management skills and ability to manage multiple priorities
- Bachelor’s degree or equivalent experience
- Master’s degree
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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