Citizens · 8 hours ago
Wealth Management Principal Business Insights Analyst
Johnston, RI
Full-time
Onsite
Senior Level, Lead/Staff
7+ years expCitizens is seeking a highly analytical and strategic Principal Business Insights Analyst to join their Wealth Management team. This role plays a critical part in enabling data-driven decision-making across the organization and involves partnering closely with business leaders to shape the direction of the wealth management business through robust analytics and storytelling.
RetailFinanceBankingFinTechPaymentsCredit CardsFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Analyze complex datasets to identify trends, patterns, risks, and opportunities that inform business strategy
Partner with cross‑functional teams to deliver insights that support growth, client experience, and operational efficiency
Develop and present clear, data‑driven recommendations using compelling visualizations and structured narratives
Serve as a trusted advisor to business leaders, ensuring data insights align with organizational objectives and strategic priorities
Leverage data to evaluate profitability across business segments and impacts of proposed business strategies
Translate technical analyses into concise, actionable insights that are accessible to non‑technical stakeholders
Operate effectively in environments of ambiguity, using sound judgment to provide guidance even when information is incomplete
Manage multiple priorities in a dynamic, fast‑paced environment while maintaining high standards of quality and accuracy
Uphold rigorous data governance, privacy standards, and compliance expectations across all work
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Statistics, Analytics, Data Science, Mathematics, or a related quantitative field
7+ years of experience in business analytics or insights within financial services or wealth management
Proficiency in data extraction using SQL
Strong understanding of statistical modeling, machine learning concepts, and analytical methodologies; Python experience is a plus
Demonstrated expertise in data visualization and storytelling using Tableau and PowerPoint
Strong conceptual thinking, quantitative reasoning, and problem‑solving skills
Experience reviewing and interpreting financial results
Excellent written and verbal communication skills, with the ability to simplify complex topics and influence decision‑makers
Ability to excel in a high‑performance environment with rapid turnaround times and shifting priorities
High degree of intellectual curiosity, initiative, and the ability to thrive in an entrepreneurial and evolving environment
Strong commitment to data accuracy, analytical rigor, compliance requirements, and data privacy standards
Preferred
Master's or MBA preferred in Business or a quantitative field such as Finance, Economics, Statistics, Analytics, Data Science, Math, Engineering, or Physical Sciences
Proficient with Salesforce / CRM Analytics a plus
Demonstrated job history stability
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
2026-02-02
2026-01-22
Company data provided by crunchbase