Forms Governance Business Lead Analyst, Vice President

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 OwnershipFramework 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 & ExperienceEducationRequired
Bachelor's degree in:
Business Administration
Management
Information Systems
Finance
Or a related discipline
Professional ExperienceExperience 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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Job Family Group: Business Strategy, Management & Administration
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Job Family:Business Management
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Time Type:Full time
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Primary Location:Fort Lauderdale Florida United States
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Primary Location Full Time Salary Range:$117,440.00 - $176,160.00
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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Most Relevant Skills Please see the requirements listed above.
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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:Sep 07, 2026
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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 countr