Wealth Data Strategy Associate
$109.12k - $163.68kCiti
Job Family Group: Decision Management Job Family: Business Analysis Time Type: Full time Primary Location: New York New York United States Primary Location Full Time Salary Range: $109,120.00 - $163,680.00 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. 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: Aug 21, 2025 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. As part of our group of innovative thinkers, you’ll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will help work with different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes. This role requires a detail-oriented thinker with analytic background to help draft requirements, process flows, and design future state solutions. This individual will be responsible for analyzing different scenarios, and datasets while coordinating with multiple technology squads to help to prioritize decisions and requirements. Key Competencies required for the role include Data Analysis, Strategic Thinking, Decision Making and Problem Solving, Project Management and Execution, Innovation and Continuous Improvement, and Adaptability and Resilience. A background in data management and data modeling will be an added benefit. Responsibilities: Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy. Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data Interview various users in operations and front office to understand current processes and draft process flows Collaborate with engineering, data and analytics teams to design, build, and enhance tools for rollout against the product roadmap Qualifications: A minimum of 5 years of relevant business data analysis experience. Bachelor's Degree in Computer Science/Business Management/Engineering, advanced degree is a plus Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale Experience with the Agile development process. Ability to communicate effectively with both technical and non-technical audiences. Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done. A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges. Desirable: Familiarity with Wealth Management business processes and front office users is extremely desirable. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. #J-18808-Ljbffr Citi
$77k - $202k
...Description & SummaryAt PwC, our people in data and analytics focus on leveraging data to... ...and how your work fits into the overall strategy.Develop a deeper understanding of the... ...technologists and business partners. As a Senior Associate you are expected to analyze complex...SuggestedFull timeH1b$77k - $214k
...Description & SummaryThe OpportunityAs a Tax Innovation - Data Governance Senior Associate, you will play a pivotal role in transforming raw data... ...data integrity- Collaborating with teams to optimize data strategy and performance tuning- Leveraging Snowflake Data Warehouse...SuggestedFull timeH1b$96.89k - $155.02k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...ones Capital Group Rotational Program Data & Technology Track Associate - US - New... ...Capital Group's investment process, business strategy, and client experience. Rotations may...SuggestedRotational programFull timeTemporary workInternshipLocal areaFlexible hours$90k - $110k
...investment professionals and Compliance team to work with alternative data to uncover insights about companies, industries, and the broader... ...of the leaders in our group were promoted from within.The Data Strategy team within Market Intelligence takes a research-oriented and...SuggestedContract workWork experience placement- Data & Strategy Operations Specialist Job description Hey there, Future Data & Strategy Operations Specialist @ Better Collective! Our mission is to be the world’s leading digital sports media company, making sports entertainment more engaging and transparent for fans worldwide...SuggestedWorldwide
$85k - $140k
...investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...an important part of our culture.The Analytics & Data (A&D) team within Morgan Stanley Wealth Management Strategy and Analytics delivers management reporting,...Temporary workWorldwide$143.2k - $163.5k
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Principal Data Analyst - Strategy and Analytics Data is at the center of everything we do at Capital One. Your role as a Data Analyst on the... ...work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount...Full timePart timeLocal area- ..., the Networked Experience Agency, is seeking a Search Engine Optimization Senior Analyst to inform our clients’ online marketing strategy. You’ll collaborate with Marketing, Creative, Technology, Strategy and Insights, and Media teams to gain in-depth knowledge of how...
- Job Title: Academy Data 360 AssociateWe’ve been forging digital transformation through... ...dedicated, one-on-one mentorship for every associate. About the Role: As an Academy Data 360... ...mentorship, and exposure to complex data strategy to propel your career progression. Candidate...Full timeWork experience placementRemote work
- Mercor is seeking Product / Platform professionals with experience in platform-focused product management or technical product strategy. You will review, assess, and provide structured feedback on domain-specific documents, ensuring quality, accuracy, and relevance. The...
$60 per hour
...****@*****.*** Suman Dabbeta | Sr. Recruiter | Yoh Data Analyst- US Wealth LOCATION: BOSTON/NYC/CHICAGO - onsite 3-4 days per week... .... RESPONSIBILITIES Define and lead the end?to?end strategy for onboarding new distributors and products at scale,...Full time3 days per week- ...About Middesk: Middesk is building the data and intelligence infrastructure that helps businesses work together with confidence... ...At least two years of experience in consulting, finance, strategy, or business operations. Experience that shows you can design...
- ...Machine Learning Model Specialist The ideal candidate will have a foundational understanding of machine learning, data annotation, quality assurance, and natural language processing. They will play a pivotal role in updating our machine learning models and ensuring their...Full time
$115k - $150k
...is a global leader in digital assets and data center infrastructure, delivering... ...Build Dream Teams. Who You Are: The Risk Associate will play a key role in coordinating across... ...budgeting considerations and risk mitigation strategies such as hedging. Produce risk reports,...Contract workFor contractorsLocal area- Artefact North America is seeking a Junior Data Consultant to join our regional team, blending business strategy with data-driven insights. You’ll work directly with clients to understand challenges, explore datasets, and communicate findings that drive decisive actions...
- ...USA-anywhere:To shape, manage, and deliver multi-million budget Data transformation programs. Proven track record of delivering data... ...complex, global organizations, and devising change management strategies. Deep expertise in data structures, especially Customer, vendor...
- ...Data Governance Specialist (Ref: 198304) Location: New York City (Hybrid, 3–4 days onsite preferred) Contract: Initial 3 Months... ...implementing solutions, rather than solely developing governance strategies. What You'll Be Doing Implement and enhance data...Contract workTemporary workFor contractorsImmediate startFlexible hours
- PIMCO Europe Ltd. in New York is seeking a Senior Associate to join the U.S. Global Wealth Management Marketing team. You will apply data, automation, and AI to enhance client engagement and marketing effectiveness, supporting segmentation, targeted campaigns, and multichannel...
$120k - $150k
...Overview Neuberger is building a high-performance Secondary Data Strategy capability to strengthen data quality, analytical insight, and... ...making. Position Overview The Private Markets Secondary Data Associate is a junior onshore hire for the Secondary Data Strategy team...Local areaShift work- ...partner helping organizations modernize data ecosystems, build real-time analytics capabilities... ...(minimum 12 years' work experience). If Associate’s Degree, must have equivalent minimum 6-... ...of services, solutions and assets across Strategy & Consulting, Technology, Operations,...Full timeWork experience placementLive inWork at officeLocal area
$81.15k - $137.95k
Title: Senior Transportation Data SpecialistLocation: Washington, DC or New York Area About ICF International - Transportation PortfolioICF... ...before-and-after studies and policy evaluations for safety strategies and investments.Transportation asset management concepts,...Full timeContract workWork experience placementWork at officeLocal area$200k - $300k
Hudson River Trading (HRT) is seeking a Research Data Expert to join our Data team. Data is a cornerstone of HRT’s trading strategies, serving as the raw fuel that powers research, automated trading, and risk management.In this role, you will own a specific area of expertise...Work at officeLocal areaImmediate start$77k - $214k
...Description & SummaryThe OpportunityAs a Tax Innovation - Data Engineer - Senior Associate, you will play a pivotal role in transforming raw data... ...engineering tasks- Developing data architecture and modeling strategies to optimize data flow and storage- Applying database...Full timeH1b- ...you will: Define and lead the product strategy, roadmap, and lifecycle management for digital... ...through execution, specifically in wealth management, brokerage, or private banking... ...Frequency varies for text messages. Message and data rates may apply. Carriers are not liable...Permanent employmentFull timeWork experience placementImmediate startWorldwide
- The Corporate and Investment Bank (CIB) Data Use Team is a center of excellence in the CIB for the usage and governance on how data is used and shared in the organization and plays a critical role to meet our policies and standards. The team works closely with firm wide...
- Oscar Health in New York, NY is seeking an Associate, Inquiries and Investigations to join our Provider Data Operations team. You will solve data process challenges, lead implementations, and drive corrections that improve directory accuracy and filing submissions. You...Work at office3 days per week
$65k - $83k
The Slate Enrollment Data Specialist builds and maintains the reports and dashboards behind our enrollment insights. Most of this role... ...bugs across client instances. Partner with Data Science and Strategy teams to bring predictive scores, affinity indicators, and external...Work at officeRemote work
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