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Principal Data Support Analyst - Wealth Management
full-timeJohnston

Summary

Location

Johnston

Type

full-time

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About this role

As a Principal Data Support Analyst, you will play a pivotal role in ensuring the accuracy, security, and efficiency of data flows across our wealth management applications. You will be responsible for identifying, investigating, and resolving discrepancies in data transmissions to uphold data quality and integrity. This role demands a high level of attention to detail, critical thinking, and a strong grasp of data transmission and management principles. Success in this position requires a proactive mindset and the ability to navigate both technical and business domains with confidence.

 

Key Responsibilities:

 

  • Monitor and analyze data feeds and application integrations to ensure accuracy, timeliness, and compliance.
  • Develop and maintain detailed documentation of data transmissions, application dependencies, and integration points to support transparency, troubleshooting, and audits.
  • Maintain and update documentation: data flow diagrams, feed specifications, interface inventories, transmission schedules.
  • Serve as the data subject matter expert for wealth management applications, validate data accuracy, consistency, and integrity across systems; establish and monitor reconciliation processes.
  • Lead the design, onboarding, and implementation of new data feeds, coordinating across technical, vendor and business teams.
  • Serve as the central communication point and partner closely with technology teams, business leaders, and external vendors to align requirements, resolve issues, and implement solutions.
  • Execute assigned tasks and self-initiated deliverables with minimal supervision.
  • Maintain clear records of issues, incidents, root cause analysis, and remediation plans.
  • Identify gaps or inefficiencies in current processes or tools and suggest or lead improvements (e.g. automation, better reconciliation, improved error reporting).
  • Partner with stakeholders to prioritize enhancements, incident resolution, and project deliverables.
  • Provide clear, consistent communication on issue status, incident trends, and project progress to stakeholders.
  • Work with Information Security, Risk and Compliance teams to review controls, participate in audits or assessments, ensure documentation is sufficient.

 

Required:

  • Minimum 5 years of experience in an analytical or data-focused role.
  • Strong technical and analytical skills with proficiency in:
  • Excel, SQL, Power BI, Visio, PowerPoint
  • Hands-on experience with data quality tools or data loading processes.
  • Strong critical thinking skills and a proactive approach to solving complex data challenges.
  • High attention to detail and commitment to delivering accurate, high-quality work.
  • Excellent written and verbal communication skills; able to convey complex information clearly.
  • Ability to manage competing priorities and work across multiple teams
  • Comfortable operating in ambiguous or uncertain environments.

 

Preferred:

  • Proven experience as a Business Analyst, preferably in the finance or wealth management industry, particularly within the Securities or Investments industry.
  • Familiarity with data architecture, data stewardship, or database administration concepts.
  • Strong background in incident and issue management, including communication, escalation, and documentation.
  • Prior experience in managing or leading cross-functional projects.
  • Motivation for continuous improvement, especially using agile approaches.

 

Education:

  • Bachelor’s degree in Finance, Computer Science, Information Systems, or related field (or equivalent experience).
  • Advanced degree (e.g., Master’s in Data Analytics or Business Intelligence) is a plus.
  • Demonstrated job history stability 

 

Hours and Work Schedule 

  • Hours Per Week: 40
  • Work Schedule: Monday-Friday (8:00 AM ET – 5:00 PM ET);  4 days in office / 1 day potential work from home

 

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Other facts

Tech stack
Data Analysis,SQL,Excel,Power BI,Documentation,Data Quality,Critical Thinking,Communication,Project Management,Data Management,Incident Management,Reconciliation,Automation,Agile Methodologies,Technical Skills,Business Analysis

About Citizens

Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice.

Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come.

¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Principal Data Support Analyst will monitor and analyze data feeds to ensure accuracy and compliance while serving as a subject matter expert for wealth management applications. They will lead the design and implementation of new data feeds and maintain documentation to support transparency and troubleshooting.

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Frequently Asked Questions

What does a Principal Data Support Analyst - Wealth Management do at Citizens?

As a Principal Data Support Analyst - Wealth Management at Citizens, you will: the Principal Data Support Analyst will monitor and analyze data feeds to ensure accuracy and compliance while serving as a subject matter expert for wealth management applications. They will lead the design and implementation of new data feeds and maintain documentation to support transparency and troubleshooting..

Why join Citizens as a Principal Data Support Analyst - Wealth Management?

Citizens is a leading Financial Services company.

Is the Principal Data Support Analyst - Wealth Management position at Citizens remote?

The Principal Data Support Analyst - Wealth Management position at Citizens is based in Johnston, Rhode Island, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Principal Data Support Analyst - Wealth Management position at Citizens?

You can apply for the Principal Data Support Analyst - Wealth Management position at Citizens directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Citizens on their website.