Job Description
Posted Date 5/08/2026 Description Job Description Overview of Citi: Citi, the leading global bank, 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. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Overview of the Role: We are seeking a seasoned and deeply experienced Director to lead a significant portfolio within our Wealth Technology organization. This is a senior leadership role for a true Wealth Management Technology veteran who has built their expertise across a wide array of the domain's most critical functions. You are not just a leader, but a master craftsman who understands the intricate connections between client onboarding, CRM, advisor tools, workflows, documents, and the data that powers them all. The ideal candidate is a proven "leader of people" who excels at building, molding, and unifying teams. You will be the central figure responsible for weaving together disparate platforms and experiences into a cohesive whole. Critically, this role requires a hands-on practitioner with proven experience in designing and building Wealth Management systems. The candidate must be an active AI practitioner, well versed in using AI across different stages of developing and managing software. Key Responsibilities: Strategic Platform Leadership: Own the end-to-end technology strategy and execution for a portfolio of core wealth platforms, including Client Onboarding, CRM, External Data Interfaces, etc. AI first - mind-set of infusing AI into everything we do, and being an ambassador for being AI-first in the way we think and approach a situation. Full-Stack Execution: Lead multi-disciplinary teams across the full technology stack—from the underlying data and services/APIs to the front-end UI/experience layer—to deliver seamless, integrated solutions for our advisors and clients. People Leadership & Team Building: Act as a dedicated "leader of people." You will be responsible for building, molding, mentoring, and bringing teams together. Foster a world-class engineering culture based on collaboration, ownership, and technical excellence. This may be based on direct team, or the broader team - and with a combination of AI agents. Architectural Vision: Drive the architectural vision for platform integration, ensuring that new solutions are built on a scalable, resilient, and unified foundation. Global Collaboration: Partner with global heads of Product, Operations, and Technology to ensure your teams are delivering against the strategic priorities of the business and providing a world-class technology experience. Qualifications: Experience: 15+ years of technology leadership experience, with the vast majority (10-12+ years) spent in progressively senior roles specifically within Wealth Management Technology. Breadth of Domain Expertise: Demonstrable, deep experience across a wide range of Wealth Management functions is mandatory. This must include direct experience with Client Onboarding systems, CRM platforms (e.g., Salesforce), integration of external data interfaces (e.g., market data, financial planning tools), threading