Analysis & Reporting Lead
Citizens Bank, Charlotte, NC, United States
The
Analysis & Reporting Lead
supports the Wealth and Asset Management business through advanced operational, systems, and reporting leadership. The
Analysis & Reporting Lead
is ideal for a highly motivated problem solver and emerging leader who is eager to become a subject‑matter expert in investment reporting platforms, data workflows, and account lifecycle processes, while also coaching junior associates and leading reporting initiatives across the organization.
The role blends hands‑on execution with oversight and guidance, combining reporting delivery, systems integration, data analysis, and process improvement. The individual will play a critical role in ensuring accurate, timely, and well‑controlled reporting while supporting Wealth Managers and senior business partners with insights, transparency, and scalable solutions. This position also serves as a point of escalation, mentorship, and quality assurance for junior team members.
Job Requirements
Support and lead Wealth and Asset Management operations through a combination of financial reporting, systems expertise, and advanced data analysis, with a strong focus on delivering accurate, timely, and well controlled reporting. The individual will own and drive recurring and adhoc reporting initiatives, including performance and client reporting, while serving as a key point of contact for Wealth Managers and senior business stakeholders. A core component of the role includes coaching and mentoring junior associates by providing guidance on reporting best practices, data validation, system usage, and issue resolution, as well as reviewing work to ensure quality, consistency, and strong control standards.
The ideal candidate will possess strong working knowledge of account lifecycle processes such as account setup, householding, reconciliations, data validations, and system integrations across Wealth and Asset Management platforms. Advanced analytical skills are required to prepare, review, and interpret complex data, identify trends and discrepancies, and resolve data or reporting issues through root cause analysis and sustainable solutions. This role also involves leading the creation, maintenance, and enhancement of reports, dashboards, and data extracts, with an emphasis on scalability, accuracy, and alignment to evolving business and client needs.
Other Key Responsibilities Will Include
Coaching and development of colleagues
Monitoring to ensure service levels are met
Willingness to embrace continuous improvement within the team
Develop procedures and training plans as new initiatives are implemented
Monitor daily workflows and make necessary adjustments to staffing
Provide exceptional customer service
Work directly with other Wealth Ops leaders in support of decision making regarding all operational improvements or required procedure changes
Required Qualifications
Completed high school diploma or GED equivalent
Minimum of 3 years of experience in Wealth Management or Asset Management operations, with demonstrated leadership or senior level responsibility
Proven experience leading or owning complex reporting deliverables, including performance, client, or operational reporting
Strong working knowledge of Wealth Management account lifecycle processes, including account setup, householding, reconciliations, data validation, and system integrations
Advanced analytical skills with the ability to review, interpret, and resolve complex data and reporting issues through root cause analysis
Demonstrated expertise in Wealth Management operations systems and brokerage platforms – Tamarac and Black Diamond, including troubleshooting and issue resolution
Experience coaching, mentoring, or reviewing the work of junior associates to ensure quality, consistency, and control standards
Ability to prioritize and manage multiple concurrent initiatives based on risk, client experience, and business impact
Strong judgment and ability to collaborate effectively with Wealth Managers, senior business partners, technology, risk, and operations stakeholders
Proficiency in personal computer applications, including the Microsoft Office Suite
Demonstrated excellent written and verbal communication skills, with the ability to explain complex data and reporting topics clearly to non‑technical audiences
Demonstrated willingness and flexibility to manage both planned and unplanned work as business needs evolve
Preferred Qualifications
Completed associate or bachelor’s degree
Prior experience serving as a formal team lead, subject matter expert, or escalation point within Wealth or Asset Management operations
Experience designing, enhancing, or scaling reports, dashboards, or data extracts to meet evolving business or client needs
Exposure to process improvement initiatives, including automation, workflow optimization, or reporting standardization
Experience developing procedures, documentation, or training materials to support new initiatives or system enhancements
Demonstrated ability to monitor service levels, adjust daily workflows, or support staffing decisions in a reporting or operations environment
Experience partnering with senior operations leaders to influence operational improvements or procedural changes
Strong interest in becoming a systems, data, and reporting platform expert within the Wealth and Asset Management space
Demonstrated past job stability
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
This role is not eligible for new employer‑sponsored or current H‑1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.
Some job boards have started using jobseeker‑reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
#J-18808-Ljbffr
Analysis & Reporting Lead
supports the Wealth and Asset Management business through advanced operational, systems, and reporting leadership. The
Analysis & Reporting Lead
is ideal for a highly motivated problem solver and emerging leader who is eager to become a subject‑matter expert in investment reporting platforms, data workflows, and account lifecycle processes, while also coaching junior associates and leading reporting initiatives across the organization.
The role blends hands‑on execution with oversight and guidance, combining reporting delivery, systems integration, data analysis, and process improvement. The individual will play a critical role in ensuring accurate, timely, and well‑controlled reporting while supporting Wealth Managers and senior business partners with insights, transparency, and scalable solutions. This position also serves as a point of escalation, mentorship, and quality assurance for junior team members.
Job Requirements
Support and lead Wealth and Asset Management operations through a combination of financial reporting, systems expertise, and advanced data analysis, with a strong focus on delivering accurate, timely, and well controlled reporting. The individual will own and drive recurring and adhoc reporting initiatives, including performance and client reporting, while serving as a key point of contact for Wealth Managers and senior business stakeholders. A core component of the role includes coaching and mentoring junior associates by providing guidance on reporting best practices, data validation, system usage, and issue resolution, as well as reviewing work to ensure quality, consistency, and strong control standards.
The ideal candidate will possess strong working knowledge of account lifecycle processes such as account setup, householding, reconciliations, data validations, and system integrations across Wealth and Asset Management platforms. Advanced analytical skills are required to prepare, review, and interpret complex data, identify trends and discrepancies, and resolve data or reporting issues through root cause analysis and sustainable solutions. This role also involves leading the creation, maintenance, and enhancement of reports, dashboards, and data extracts, with an emphasis on scalability, accuracy, and alignment to evolving business and client needs.
Other Key Responsibilities Will Include
Coaching and development of colleagues
Monitoring to ensure service levels are met
Willingness to embrace continuous improvement within the team
Develop procedures and training plans as new initiatives are implemented
Monitor daily workflows and make necessary adjustments to staffing
Provide exceptional customer service
Work directly with other Wealth Ops leaders in support of decision making regarding all operational improvements or required procedure changes
Required Qualifications
Completed high school diploma or GED equivalent
Minimum of 3 years of experience in Wealth Management or Asset Management operations, with demonstrated leadership or senior level responsibility
Proven experience leading or owning complex reporting deliverables, including performance, client, or operational reporting
Strong working knowledge of Wealth Management account lifecycle processes, including account setup, householding, reconciliations, data validation, and system integrations
Advanced analytical skills with the ability to review, interpret, and resolve complex data and reporting issues through root cause analysis
Demonstrated expertise in Wealth Management operations systems and brokerage platforms – Tamarac and Black Diamond, including troubleshooting and issue resolution
Experience coaching, mentoring, or reviewing the work of junior associates to ensure quality, consistency, and control standards
Ability to prioritize and manage multiple concurrent initiatives based on risk, client experience, and business impact
Strong judgment and ability to collaborate effectively with Wealth Managers, senior business partners, technology, risk, and operations stakeholders
Proficiency in personal computer applications, including the Microsoft Office Suite
Demonstrated excellent written and verbal communication skills, with the ability to explain complex data and reporting topics clearly to non‑technical audiences
Demonstrated willingness and flexibility to manage both planned and unplanned work as business needs evolve
Preferred Qualifications
Completed associate or bachelor’s degree
Prior experience serving as a formal team lead, subject matter expert, or escalation point within Wealth or Asset Management operations
Experience designing, enhancing, or scaling reports, dashboards, or data extracts to meet evolving business or client needs
Exposure to process improvement initiatives, including automation, workflow optimization, or reporting standardization
Experience developing procedures, documentation, or training materials to support new initiatives or system enhancements
Demonstrated ability to monitor service levels, adjust daily workflows, or support staffing decisions in a reporting or operations environment
Experience partnering with senior operations leaders to influence operational improvements or procedural changes
Strong interest in becoming a systems, data, and reporting platform expert within the Wealth and Asset Management space
Demonstrated past job stability
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
This role is not eligible for new employer‑sponsored or current H‑1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.
Some job boards have started using jobseeker‑reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
#J-18808-Ljbffr