Forms Governance Business Lead Analyst, Vice President

Job ID: 99985734864Posted: 2026-08-31Location: Fort Lauderdale, Florida, United StatesSalary: $117,440.00 - $176,160.00Category: Business Strategy, Professional, WealthCompany: CitiThe 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 Responsibilities1. Strategic Governance & Framework OwnershipFramework Design & OversightEstablish, refine, and oversee the regional Forms Governance framework.Ensure all client-facing and internal documents comply with:Global policiesLocal regulatory requirementsCorporate branding standardsInventory Lifecycle ManagementDirect 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.2. Stakeholder Advisory & Relationship ManagementStrategic AdvisoryServe as a trusted advisor to Business Requestors and Product Owners.Translate complex business requirements into:Streamlined document solutionsCompliant processesClient-centric documentationCross-Functional CollaborationPartner closely with:LegalComplianceRiskBrand ManagementConsensus BuildingFacilitate alignment among senior stakeholders across multiple jurisdictions.Drive standardized regional solutions while balancing local business requirements.3. Process Transformation & Technology IntegrationDigital EnablementCollaborate with Technology and Product teams to:Enhance document management systemsAutomate manual processesAdvance digital document capabilitiesContinuous ImprovementProactively identify:Operational bottlenecksSystem deficienciesData quality gapsDesign and implement scalable remediation strategies to improve efficiency and effectiveness.Client Experience (CX) InnovationLead strategic initiatives focused on:Modernizing the document experienceReducing onboarding frictionAccelerating time-to-marketEnhancing overall client satisfaction4. Risk Management & Quality AssuranceControl EnforcementEstablish and maintain rigorous quality assurance standards.Oversee controls related to:Form uploadsForm updatesDistribution managementMinimize operational, compliance, and regulatory risks.Audit ReadinessMaintain comprehensive:Governance documentationApproval recordsAudit trailsControl evidenceEnsure readiness for internal audits and external regulatory examinations.Qualifications & ExperienceEducationRequiredBachelor's degree in:Business AdministrationManagementInformation SystemsFinanceOr a related disciplineProfessional ExperienceExperience LevelTypically 7-10 years of progressive experience in:Forms GovernanceOperational RiskBusiness AnalysisProcess TransformationExperience within a global financial institution or highly regulated industry strongly preferred.Regional ScopeDemonstrated success managing initiatives across multiple geographic regions.Experience with NAM and LATAM regulatory environments is highly desirable.Subject Matter ExpertiseDeep understanding of:Digital document management platformsContent management lifecyclesForms governance frameworksRegulatory documentation requirementsLeadership Competencies & Soft SkillsInfluence Without AuthorityDemonstrated ability to:Lead cross-functional teamsChallenge the status quoInfluence decision-makingDrive consensus among senior stakeholdersChange ManagementHigh adaptability and resilience in:Ambiguous environmentsOrganizational transformationEvolving regulatory landscapesCommunication ExcellenceExceptional:Verbal communicationWritten communicationInterpersonal skillsAbility to communicate complex governance concepts to both technical and non-technical audiences.Execution & PrioritizationStrong organizational and time-management capabilities.Proven ability to:Manage competing prioritiesDeliver high-stakes initiativesMeet demanding deadlines in fast-paced environmentsKey Success FactorsStrategic mindsetStrong governance disciplineRegulatory awarenessStakeholder management excellenceContinuous improvement orientationTechnology and digital transformation leadershipClient-centric execution focus•Working Environment: office setting, minimal travel required.• Effort: minimal physical effort required.------------------------------------------------------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 - $176,160.00In 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.------------------------------------------------------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------------------------------------------------------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.