Analysis & Reporting Lead

Citizens•Charlotte, NC

1d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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.
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.
Coach and mentor 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.
Prepare, review, and interpret complex data, identify trends and discrepancies, and resolve data or reporting issues through root cause analysis and sustainable solutions.
Lead 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.
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