Wealth Technology - Data Reconciliation & Analytics, Vice President

We are seeking a highly analytical and forward-thinking Vice President to join our Wealth Management Technology team in Jersey City. This role is focused on ensuring the integrity and accuracy of the data our Financial Advisors rely on, moving beyond traditional methods to build an intelligent reconciliation framework. You will be the subject matter expert for data reconciliation across the complex landscape of wealth management systems, leveraging modern AI tools to enhance accuracy and efficiency.

The ideal candidate is a meticulous problem-solver with a deep understanding of the wealth management domain and a passion for data innovation. You have a proven track record of not just identifying data discrepancies but building the systems and processes to resolve them at scale. You will be instrumental in designing and developing central utilities for data reconciliation that incorporate AI-driven techniques and creating end-to-end, advisor-facing processes that provide transparency and build trust in our data., * Data Reconciliation Strategy: Design, implement, and manage a comprehensive data reconciliation strategy for critical wealth management data domains, including positions, balances, transactions, and client static data.

• AI-Enhanced Reconciliation: Leverage modern AI/ML tools and techniques to enhance the reconciliation process. This includes using AI for advanced anomaly detection, predictive break analysis, and automating root cause identification to move from reactive to proactive data quality management.
• Central Utility Development: Lead the initiative to build and enhance a centralized data reconciliation utility. This platform will automate the comparison of data across multiple source systems, intelligently identify breaks using both rule-based and AI-driven methods, and provide a golden source of reconciled data.
• Advisor-Facing Process Ownership: Design and build end-to-end reconciliation processes specifically for our Financial Advisors. This includes developing tools and dashboards that provide advisors with clear visibility into data discrepancies, their root causes, and the status of their resolution, along with the ability to fix data operationally.
• Root Cause Analysis: Go beyond break identification to perform deep-dive analysis into the root causes of data inconsistencies. Work with source system owners and technology partners to implement permanent fixes.
• BI & Analytics (Traditional & Modern): Develop and maintain a suite of reports and dashboards using both traditional BI tools for operational reporting and modern BI platforms for interactive, analytical insights into data quality trends and reconciliation performance.

• Experience: 8+ years of experience in financial services technology, with a strong and demonstrable background in the Wealth Management domain.
• Core Skill: Expert-level data reconciliation experience is mandatory. You must have a history of reconciling complex financial data across disparate systems.
• Technical Expertise:
• Advanced SQL skills for complex data querying, comparison, and analysis are essential.
• Proficiency with scripting languages, particularly Python, for data manipulation and automation.
• Hands-on experience with modern BI and data visualization tools (e.g.,Tableau)
• Familiarity with traditional enterprise BI platforms
• Experience with applying AI/ML concepts and tools for data quality, anomaly detection, or process automation is highly desirable.
• Experience in designing or heavily utilizing data reconciliation software or custom-built utilities.
• Domain Knowledge: Deep understanding of wealth management products, the trade lifecycle, and key data domains (e.g., securities, positions, transactions, corporate actions, client reference data).
• Process Builder: Proven ability to design and implement end-to-end business processes, particularly those that are visible to and used by front-office personnel.
• Analytical Mindset: Exceptional analytical and problem-solving skills with a meticulous attention to detail and a passion for getting to the bottom of complex issues.

Education:

• Bachelor's degree in Finance, Computer Science, Information Systems, or a related field.

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.