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Citizens · 15 hours ago

Manager of Strategic Innovation & Delivery - Portfolio Management

71 S Wacker Drive 29Th Floor, Chicago, IL, 60606-4637, US

Full-time

Onsite

Senior Level

$144K/yr - $175K/yr

7+ years exp

Citizens is a financial services company seeking a proven technology leader to set and execute the end-to-end strategy for Underwriting & Portfolio Management technology. The role involves driving modernization, innovation, and efficiency through disciplined investment management and responsible AI deployment by partnering across various departments.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

Develop and continuously refine the U&PM technology strategy and multi‑year roadmap aligned to business outcomes, risk controls, and regulatory expectations

Identify, evaluate, and launch new ventures/solutions (build/partner/buy) that extend U&PM capabilities and accelerate time‑to‑value; lead pilots through scaled adoption. Summarizing business use cases and implement design thinking methodology for driving new process and technology solutions

Own execution of strategic initiatives from business case through delivery, ensuring scope, schedule, benefits realization, and stakeholder alignment

Serve as Experience Owner (EO) for U&PM technology, governing platform standards, reliability, security, and lifecycle management across the application portfolio. Responsible for providing business requirements in coordination with U&PM, credit, Capital Markets, and RM subject matter experts, development and system testing, and product development roadmaps

Drive innovation and AI enablement—select, govern, and deploy AI and automation tools responsibly; establish guardrails, consumption visibility, and cost controls

Hold accountability for execution and efficiency tooling, instituting operating mechanisms and KPIs for adoption, productivity, and unit‑cost improvements

Manage CapEx and OpEx for U&PM technology, including budgeting, prioritization, vendor spend, and investment flight‑planning to optimize total cost of ownership

Own IT platform management for U&PM (availability, performance, observability, release/change management, incident/problem processes) in partnership with Enterprise Technology. Serve as a BSA (business systems analyst) to help write development stories

Set the vision for U&PM operations, embedding best‑practice workflows, role clarity, and controls into platforms to streamline underwriting and portfolio management. Coordinate with U&PM manual, Sharepoint, training and development

Enable trusted data and insights—define data product roadmaps, quality standards, lineage, and access; ensure curated data serves analytics and operational use cases. Responsible for updating trackers for initiatives and presentations to multiple internal and external stakeholders

Training and development, program management for training and developing U&PM colleagues on technology and process solutions. Partner with human resources and development colleagues to develop training and adoption strategies, and execute on training programs to enhance solutions literacy, usage and adoption. Partner with third party vendor resources for training and colleague development

Qualification

Technology leadershipPlatform portfoliosAI/automation deploymentInvestment managementDesign thinkingData strategyChange managementAgile environmentProblem resolutionCommunication skillsCollaboration skills

Required

7+ years of progressive technology leadership in financial services or adjacent regulated industries, including 5+ years leading complex, cross‑functional programs. Or 7+ years of progressive underwriting and portfolio management leadership with demonstrable success with special projects including new process and technology improvements and driving adoption

Proven ownership of platform portfolios and modernization initiatives (cloud migration, microservices/API enablement, observability, reliability engineering)

Proven critical thinking and interpersonal skills focused on collaboration, influencing, problem resolution, consensus building, concise and clear communication, cross-functional team management, thrives in matrixed organizations and effective use of humor in the professional environment

Demonstrated success deploying AI/automation in production with governance (guardrails, security/PII controls, model evaluation, cost/consumption management)

Investment management expertise (CapEx/OpEx planning, vendor evaluation, benefits tracking, and portfolio prioritization across a multi‑year roadmap)

Strong command of design thinking and data strategy (domain‑driven data products, data quality, lineage, and analytics enablement for both BI and operational use cases)

Ability to translate business goals into technology outcomes, with executive‑level communication and stakeholder management

Experience leading change and adoption (operating model design, KPIs, training, and culture of continuous improvement)

Prior experience working in an agile/pod environment

Preferred

Graduate degree in Computer Science, Engineering, Data/Analytics, or MBA

Certifications such as PMP/SAFe, Cloud (Azure/AWS), or Data Governance/Privacy

Familiarity with Microsoft ecosystem, SQL, object oriented programming concepts, Salesforce and AI governance in enterprise settings

Experience in Underwriting & Portfolio Management domains or similar credit lifecycle functions (policy, risk, data, and workflow design)

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2020 (1)