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Citi · 1 day ago

Head of Wealth Technology Platform

New York, NY

Full-time

Onsite

Director/Executive

$250K/yr - $500K/yr

15+ years exp

Citi is a leading global financial services company that provides a broad range of financial products and services. They are seeking a Head of Wealth Technology Platform to lead the transformation of their Wealth Technology Stack into a unified platform, focusing on innovation, efficiency, and client experience.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Define 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

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

Qualification

Technology leadershipWealth management technologiesCloud technologiesAgile development methodologiesTechnology architecture principlesInfluencing skillsConsensus buildingPassion for innovationLeadership skillsCommunication skillsStrategic thinkingProblem-solving abilitiesAdaptability

Required

Bachelor's degree in Computer Science, Information Technology, or a related field

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

Exceptional 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

Preferred

Master's degree

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

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