Citizens · 15 hours ago
Principal Data Support Analyst - Wealth Management
Johnston, RI
Full-time
Hybrid
Senior Level, Lead/Staff
5+ years expCitizens is a financial services company that is seeking a Principal Data Support Analyst for their Wealth Management division. The role involves ensuring the accuracy, security, and efficiency of data flows across wealth management applications, while also identifying and resolving discrepancies in data transmissions to maintain data quality and integrity.
BankingCredit CardsFinancial ServicesFinTechRetail
No H1B
Responsibilities
Monitor and analyze data feeds and application integrations to ensure accuracy, timeliness, and compliance
Develop and maintain detailed documentation of data transmissions, application dependencies, and integration points to support transparency, troubleshooting, and audits
Maintain and update documentation: data flow diagrams, feed specifications, interface inventories, transmission schedules
Serve as the data subject matter expert for wealth management applications, validate data accuracy, consistency, and integrity across systems; establish and monitor reconciliation processes
Lead the design, onboarding, and implementation of new data feeds, coordinating across technical, vendor and business teams
Serve as the central communication point and partner closely with technology teams, business leaders, and external vendors to align requirements, resolve issues, and implement solutions
Execute assigned tasks and self-initiated deliverables with minimal supervision
Maintain clear records of issues, incidents, root cause analysis, and remediation plans
Identify gaps or inefficiencies in current processes or tools and suggest or lead improvements (e.g. automation, better reconciliation, improved error reporting)
Partner with stakeholders to prioritize enhancements, incident resolution, and project deliverables
Provide clear, consistent communication on issue status, incident trends, and project progress to stakeholders
Work with Information Security, Risk and Compliance teams to review controls, participate in audits or assessments, ensure documentation is sufficient
Qualification
Required
Minimum 5 years of experience in an analytical or data-focused role
Strong technical and analytical skills with proficiency in: Excel, SQL, Power BI, Visio, PowerPoint
Hands-on experience with data quality tools or data loading processes
Strong critical thinking skills and a proactive approach to solving complex data challenges
High attention to detail and commitment to delivering accurate, high-quality work
Excellent written and verbal communication skills; able to convey complex information clearly
Ability to manage competing priorities and work across multiple teams
Comfortable operating in ambiguous or uncertain environments
Bachelor's degree in Finance, Computer Science, Information Systems, or related field (or equivalent experience)
Demonstrated job history stability
Preferred
Proven experience as a Business Analyst, preferably in the finance or wealth management industry, particularly within the Securities or Investments industry
Familiarity with data architecture, data stewardship, or database administration concepts
Strong background in incident and issue management, including communication, escalation, and documentation
Prior experience in managing or leading cross-functional projects
Motivation for continuous improvement, especially using agile approaches
Advanced degree (e.g., Master's in Data Analytics or Business Intelligence) is a plus
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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