Wealth Management Principal Business Insights Analyst

Citizens Bank • Johnston, RI

21d

About The Position

We are seeking a highly analytical and strategic Principal Business Insights Analyst to join our Wealth Management team. This role plays a critical part in enabling data‑driven decision-making across the organization. The ideal candidate combines strong technical and quantitative skills with the ability to translate complex information into clear, actionable insights for senior leadership.
This is a high‑visibility role that partners closely with business leaders, supports strategic initiatives, and helps shape the direction of our wealth management business through robust analytics and storytelling.

Requirements

• 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.

Nice To Haves

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level