Global Head of Wealth Platform and Experience, C16

1 week ago


New York, United States Citi Full time

**Global Head of Wealth Platform and Experience**

Be a part of the work we do to enable progress around the globe

**Location: NYC**

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.

**About Citi Wealth**

Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.

**The Role**

The financial landscape and growing customer preference to do business in the digital channels has been quickly evolving over the past five years with change on multiple fronts, including evolving client needs, market entry of nontraditional competitors and a shifting landscape of emerging technology providers. This has significantly impacted the way we interact with our clients, the products we create and the strategies we deploy. To compete with fast growing entrants that are non-traditional financial services institutions we are focused on scaling our digital wealth capabilities and modernizing our overall technology stack and infrastructure.

Reporting to the Wealth COO, the Global Head of Wealth Platform and Experience will lead the wealth digital products and solutions space, responsible for driving disruptive thought leadership and new approaches to accelerate the digital priorities. This role ensures that advantage of digital capabilities across the firm, while incubating and scaling leading-edge capabilities. The position will deliver a simple, unified, and inspiring digital wealth experience that acts as a new vector of customer growth while driving significant assets under management. As a senior leader in Citi, the role will partner closely across the organization along with the front office, service & operations, marketing, core product management, and across varied technology teams to deliver unified client/advisor experiences, innovative technology solutions, and best in class digital experiences and journeys that drive end to end engagement and solutions that convert to new and additional revenue and AUM.
- Experience delivering end-to-end digitization across all core customer solutions/ journeys; marketing, sale, acquisitions, funding, planning, payments, lending, wealth, investments, servicing, research, advise, rewards & loyalty, identity management, authentication and personalization.
- Driving reuse and leverage of digital assets across the globe and principle of leverage before building/buying.
- Identifying and enable incubation of new digital capabilities, skills and digital research and product development.
- Driving the digital product management with a client centric approach that ensures each solution is built with full straight through process and aligning to real time and instantaneous delivery
- Building a common framework in partnership with the Wealth Tech head that leverages the power of Citi
- Proactively managing a pipeline of talent and build external networks to attract top-tier talent while promoting an industry leading technology culture
- Ensure Citi provides the best multichannel and cross product customer experience globally in wealth.
- Experience delivering at global scale and complexity
- Developing, Attracting and Retaining talent to achieve above outcomes

**Organizational Scope and Accountability**
- Ultimate accountability for quality of the Digital Channels, Experience, NPS, Metrics (including cost and services), speed of digital delivery provided to Citi Wealth. This includes driving excellence in product & service delivery, safety and soundness, risk mitigation, compliance, financial commitments, and talent management.
- Lead a team of employees and contractors located globally.
- Manage assets to effectively control and utilize budget.
- Establish and maintain a high performing, open culture based on integrity and strong partnership and financial responsibility.
- Provide leadership to lead convergence, standardization, and simplification of digital product platfo


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