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Forms Governance Business Lead Analyst, Vice President

senior · Consulting

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Job Overview

The Vice President – Forms Governance Business Lead Analyst for Wealth business is a senior-level individual contributor and subject matter expert (SME) responsible for leading, designing, and executing the Forms Governance framework across the North America (NAM) and Latin America (LATAM) regions.

In this highly strategic role, you will act as the primary authority on document governance, partnering with senior business leaders, compliance, legal, and technology teams to ensure the integrity, regulatory compliance, and operational efficiency of the Bank’s client-facing and internal document inventories. While this is an individual contributor role (non-people manager), it requires exceptional leadership, influence, and project management capabilities to drive regional standardization, digital transformation, and risk mitigation.

Key Responsibilities

1. Strategic Governance & Framework Ownership

Framework Design & Oversight

• Establish, refine, and oversee the regional Forms Governance framework.
• Ensure all client-facing and internal documents comply with:
  • Global policies
  • Local regulatory requirements
  • Corporate branding standards

Inventory Lifecycle Management

• Direct the end-to-end lifecycle management of the Bank's document inventory across NAM and LATAM.
• Implement rigorous periodic review and maintenance processes.
• Manage complex, high-priority, and time-sensitive ad hoc document requests.

2. Stakeholder Advisory & Relationship Management

Strategic Advisory

• Serve as a trusted advisor to Business Requestors and Product Owners.
• Translate complex business requirements into:
  • Streamlined document solutions
  • Compliant processes
  • Client-centric documentation

Cross-Functional Collaboration

• Partner closely with:
  • Legal
  • Compliance
  • Risk
  • Brand Management

Consensus Building

• Facilitate alignment among senior stakeholders across multiple jurisdictions.
• Drive standardized regional solutions while balancing local business requirements.

3. Process Transformation & Technology Integration

Digital Enablement

• Collaborate with Technology and Product teams to:
  • Enhance document management systems
  • Automate manual processes
  • Advance digital document capabilities

Continuous Improvement

• Proactively identify:
  • Operational bottlenecks
  • System deficiencies
  • Data quality gaps
• Design and implement scalable remediation strategies to improve efficiency and effectiveness.

Client Experience (CX) Innovation

• Lead strategic initiatives focused on:
  • Modernizing the document experience
  • Reducing onboarding friction
  • Accelerating time-to-market
  • Enhancing overall client satisfaction

4. Risk Management & Quality Assurance

Control Enforcement

• Establish and maintain rigorous quality assurance standards.
• Oversee controls related to:
  • Form uploads
  • Form updates
  • Distribution management
• Minimize operational, compliance, and regulatory risks.

Audit Readiness

• Maintain comprehensive:
  • Governance documentation
  • Approval records
  • Audit trails
  • Control evidence
• Ensure readiness for internal audits and external regulatory examinations.

Qualifications & Experience

Education

Required

• Bachelor's degree in:
  • Business Administration
  • Management
  • Information Systems
  • Finance
  • Or a related discipline

Professional Experience

Experience Level

• Typically 7-10 years of progressive experience in:
  • Forms Governance
  • Operational Risk
  • Business Analysis
  • Process Transformation
• Experience within a global financial institution or highly regulated industry strongly preferred.

Regional Scope

• Demonstrated success managing initiatives across multiple geographic regions.
• Experience with NAM and LATAM regulatory environments is highly desirable.

Subject Matter Expertise

• Deep understanding of:
  • Digital document management platforms
  • Content management lifecycles
  • Forms governance frameworks
  • Regulatory documentation requirements

Leadership Competencies & Soft Skills

Influence Without Authority

• Demonstrated ability to:
  • Lead cross-functional teams
  • Challenge the status quo
  • Influence decision-making
  • Drive consensus among senior stakeholders

Change Management

• High adaptability and resilience in:
  • Ambiguous environments
  • Organizational transformation
  • Evolving regulatory landscapes

Communication Excellence

• Exceptional:
  • Verbal communication
  • Written communication
  • Interpersonal skills
• Ability to communicate complex governance concepts to both technical and non-technical audiences.

Execution & Prioritization

• Strong organizational and time-management capabilities.
• Proven ability to:
  • Manage competing priorities
  • Deliver high-stakes initiatives
  • Meet demanding deadlines in fast-paced environments

Key Success Factors

• Strategic mindset
• Strong governance discipline
• Regulatory awareness
• Stakeholder management excellence
• Continuous improvement orientation
• Technology and digital transformation leadership
• Client-centric execution focus

•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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