Citi is looking to develop and optimize their Advisor Insights (Next Best Action) Platform Suite to enable personalized customer engagement and dynamic decision-making, ultimately empowering data-driven marketing, sales, and customer success efforts.
Requirements
- Deep understanding of Next Best Action frameworks, decision engines, and personalization technologies.
- Familiarity with customer data platforms (CDPs), CRM systems, and advanced analytics tools.
- Knowledge of Agile and Scrum methodologies.
- Understanding of AI and machine learning applications/models in financial services.
- Experience as a business analyst in agile development process
- Strong data analysis skills (e.g. SQL) along with an understanding of technical patterns used to consume and curate data
- Familiar with data tools and technologies (data lakes, ETLs, Hadoop, Snowflake)
Responsibilities
- Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale
- Define and communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms.
- Build solutions to seamlessly create and publish content across multiple client channels
- Key role will be to translate business requirements into clear user stories and detailed acceptance criteria.
- Work closely with development and Product owner to manage the product backlog, active sprint deliverables, daily scrum calls, defect management, sprint planning, and release cycles.
- Ensure the platform integrates effectively with other systems, including CRM, analytics, and customer data platforms.
- Monitor platform performance, gather feedback, and identify opportunities for continuous improvement.
Other
- 4+ years of experience in financial services in business analysis, requirements gathering related role
- Proven track record of delivering similar targeting and publishing platforms in previous roles.
- Experience with personalization engines, idea generation, and campaign management.
- Demonstrated ability to partner effectively with technology, legal, compliance, and risk teams to deliver results.
- Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.
