What are the responsibilities and job description for the Wealth Management Principal Business Insights Analyst position at Citizens?
Description
The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.
Job Responsibilities
Analyze complex datasets to uncover trends, patterns, and opportunities Partner with cross-functional teams to provide insights that drive strategy and growth Influence business decisions by delivering clear, concise recommendations backed by data and presenting data stories through visualizations and reports Act as a trusted advisor to business units, ensuring data alignment with organizational objectives Communicate complex analyses in a way that is understandable and actionable for non-technical audiences Mentor junior analysts, fostering skill development and best practices Lead cross-functional projects to enhance analytics capabilities across the organization. Manage many priorities with minimal oversight. Plan and prioritize to hit deadlines in conditions that may change rapidly or involve ambiguity.
Minimum Requirements
The salary range for this position is $120K-$170K base plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 11/26/2025
The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.
Job Responsibilities
Analyze complex datasets to uncover trends, patterns, and opportunities Partner with cross-functional teams to provide insights that drive strategy and growth Influence business decisions by delivering clear, concise recommendations backed by data and presenting data stories through visualizations and reports Act as a trusted advisor to business units, ensuring data alignment with organizational objectives Communicate complex analyses in a way that is understandable and actionable for non-technical audiences Mentor junior analysts, fostering skill development and best practices Lead cross-functional projects to enhance analytics capabilities across the organization. Manage many priorities with minimal oversight. Plan and prioritize to hit deadlines in conditions that may change rapidly or involve ambiguity.
Minimum Requirements
- Completed Bachelor’s degree in Business or a quantitative field such as Finance, Economics, Statistics, Analytics, Data Science, Math, Engineering, or Physical Sciences
- 5 years of experience in business analytics and insights – experience in Financial Services preferred – FINRA certifications a plus
- 1 years of experience managing junior team members
- Proficient in SQL
- Experience with Tableau
- A solid understanding of statistical models and machine learning methods and algorithms
- A strong sense of intellectual curiosity and ability to thrive and deliver value in an entrepreneurial working environment
- Strong conceptual thinking skills and a strong quantitative orientation
- Excellent written and oral communication credentials, coupled with ability to influence and drive agreement through interpersonal skill and ability to compellingly organize facts
- Ability to work in a high-performance professional environment, with quick turn-around and evolving priorities, including flexibility to take on new roles and responsibilities as needed
- Commitment to intellectual rigor and observance of compliance and data privacy controls
- A disciplined approach to making decisions and setting expectations
- Completed Master’s or MBA preferred in Business or a quantitative field such as Finance, Economics, Statistics, Analytics, Data Science, Math, Engineering, or Physical Sciences
- Python experience (Strongly Preferred)
- Proficient with Salesforce / CRM Analytics a plus
- Demonstrated job history stability
- Hours per Week: 40
- Work Schedule: M-F 8:00 AM -5:00 PM ET
The salary range for this position is $120K-$170K base plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
- Citizens will not sponsor an applicant for a work visa, such as an H1-B, for this position***
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 11/26/2025
Salary : $120,000 - $170,000
