Head of Wealth Technology Platform

2 days ago


New York, United States Citi Full time

Head Of Wealth Technology PlatformWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job OverviewCiti is a leading global financial services company that has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.

Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. At Citi, we believe in the power of ingenuity and collaboration. We are looking for talented and passionate individuals to join our team and help us shape the future of financial services.

Job DescriptionThe Head of Wealth Technology Platform is a senior technology leadership role reporting directly to the Head of Wealth Technology. This critical position will lead the transformation of Citi's Wealth Technology Stack into a single, unified platform, driving innovation, efficiency, and a superior client experience. The ideal candidate will be a strategic thinker with a proven track record of leading large-scale technology transformations in the financial services industry. Key ObjectivesLead the transformation of Citi's Wealth Technology Stack into a single, unified platform.

Drive the adoption of modern technologies and architectures, including containerization and public cloud. Enable the delivery of a new, dedicated Citi Wealth application. Streamline account management and cash management processes. Enhance client segmentation and tiering capabilities.

Implement agile development methodologies and foster a culture of innovation. Ensure the platform meets the highest standards of security, reliability, and performance. ResponsibilitiesDefine and articulate a clear vision and strategy for the Wealth Technology Platform, aligned with the overall business objectives of Citi Wealth Management. Lead the end-to-end transformation of the Wealth Technology Stack, overseeing all aspects of the platform build, migration, and ongoing maintenance.

Drive the adoption of modern technology architectures, including containerization, public cloud, and microservices. Ensure the platform is scalable, resilient, and cost-effective. Lead the agile transformation of the development organization, establishing dedicated squads with product owners and enabling iterative development and streamlined decision-making. Collaborate closely with business leaders, product managers, and other stakeholders to ensure the platform meets their needs and expectations.

Manage relationships with key technology vendors, ensuring they deliver high-quality products and services. Abstract the choice of vendors as a key platform principle. Develop and manage the platform budget, ensuring resources are allocated effectively and efficiently. Identify and mitigate technology risks, ensuring the platform meets all regulatory requirements.

Build and lead a high-performing team of technology professionals, fostering a culture of innovation, collaboration, and continuous improvement. Ensure compliance with restricted technology guidelines: The new stack must limit any prohibited and restricted technologies. Accountable for wealth intra-day bookkeeping processes: journals, tax lots, positions, balances, clients, accounts. Oversee the phased rollout of the new stack, initially targeting new-to-bank CPB NAM clients, with bulk migration of existing clients occurring incrementally by region and segment after the platform stabilizes.

Establish and maintain enhanced testing environments, including 2 UAT and 1 Performance testing environment, to mitigate current test environment challenges and enable Agile execution. Drive testing automation to bring in cost efficiencies and faster turnaround time. QualificationsBachelor's degree in Computer Science, Information Technology, or a related field. Master's degree preferred.+15 years of experience in technology leadership roles, with a focus on wealth management or financial services.

Proven track record of leading large-scale technology transformations. Deep understanding of wealth management technologies and business processes.

Experience

with agile development methodologies.

Experience

with cloud technologies (AWS, Azure, GCP). Strong understanding of technology architecture principles. Soft SkillsExceptional leadership and communication skills. Strong strategic thinking and problem-solving abilities.

Ability to influence and build consensus across diverse stakeholders. Ability to thrive in a fast-paced, dynamic environment. Passion for innovation and continuous improvement.


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