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.

We are looking for a visionary leader who has experience of creating, communicating, and executing an innovative and unifying vision for our digital channels and creating an end-to-end solution. Developing and leading a team of ambitious technologists and building strong collaborative relationships with business leaders and key stakeholders to drive the vision forward is essential.  An ideal candidate will be comfortable with not only leading, and influencing, but also diving into the technical weeds and rolling up their sleeves.

The Global Head of Wealth Platform and Experience will be responsible for digital products, digital channel management, solutions/journeys, build of digital platforms in partnership with the tech head for the Wealth Continuum. The candidate must have experience in the following areas of wealth and banking technology:

• Drive thought leadership on leading edge capabilities, trends and priority applications of Digital in context of Citi Wealth.
• Defining and delivering the product roadmap for Global Digital Wealth platform, mobile and web applications for wealth in partnership with Wealth Tech and Design team across wealth management and related digital financial services. 
• 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.
• Candidate should have extensive experience managing and integrating third party technologies against solid product management and commercial principles to build a best-in-class experience and achieve speed to market. 
• 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.
• Right candidate will provide vision, leadership, direction for the Wealth Digital Product and Solutions Organization; and drive organizational effectiveness, execution, delivery, product management, and superior products / services within an environment of continuous learning & growth.
• 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 platforms, infrastructure, processes, and organizations, in coordination with each Wealth Digital Tech Head.
• Drive disciplines in the area of Financials, Digital Governance, Billing and Program Management in order to have repeatable, high quality and on-time delivery.
• Maintain strong relationships with senior business partners, control organizations, other technology functions and external regulators and vendors.
• Manage global, regional and country-level governance, regulatory, and controls processes to meet all requirement and maintain and address any control, consent and regulatory items to ensure proper operational risk and standards are met.
• Champion an inclusive and diverse global mindset, find, develop and advocate a deep and diverse talent pool within the organization and offer effective coaching and development. 

What You’ll Need (Qualifications)

• 15+ years' experience in overall Client/Advisor platforms with hands on knowledge and getting into the details
• 10+ years’ experience managing large or multiple technology development efforts within a major line of business
• 10+ years' managerial experience directly managing high-performing technology teams with demonstrable and measurable results
• 8+ years’ experience with enterprise level program/project management, enterprise architecture, digital technology, consulting, and/or management experience
• Passion for product, design, technology, digital transformation and modernization
• Consistent record as department head, managing teams and large, strategic cross-functional or enterprise projects
• Previous digital product, program/project management, digital technology, consulting, and/or management experience a must
• Multiple experiences defining new digital products, deploying digital-led technology product roadmaps, building collaboratively across a large enterprise, that generates commercial value and shipping at scale
• Expertise building products that continuously increase investment balances and deepen engagement with banking and lending products with existing customers while attracting new customers at a low cost per acquisition
• Proven ability to influence decision-making at all levels within an organization and influence non-directs through data and a vision in a variety of contexts
• Sharp minded, you think on your feet, quickly come up with innovative solutions and are always one step ahead
• Deep product and technical knowledge, with the ability to break down the work involved in solving them, and the impact of those decisions on business and product teams
• Brings a mix of entrepreneurial/intrapreneurial, growth, and corporate-level scaled innovation leadership experience
• Seasoned, passionate, and mission-driven digital product professional with a demonstrated ability to develop a vision, drive and manage the execution of that vision, and deliver top-tier results
• Demonstrated client-centric mindset and communication skills
• A record of fostering a clear vision, translating that vision to action, and delivering products and services that deliver measurable business outcomes
• Deep consumer product knowledge and passion around emerging technologies and how they will change consumer experience

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Job Family Group:

Project and Program Management

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Job Family:

Program Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Sep 06, 2024

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