Head of Wealth Investments Technology

Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. Citi Global Wealth prides itself on its commitment to service and its ability to see and seize opportunities for our clients through the wealth continuum. The technology organization is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We’re looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients. We define success by our Citi Leadership Standards: Develops our People, Drives Value for Clients, Works as a Partner, Champions Progress, Lives our Values and Delivers Results. 

The Role:

We are seeking a dynamic and strategic Head of Wealth Investments Technology to lead our technology platforms supporting Citi’s global wealth investments business. This is a senior leadership role responsible for driving the technology strategy, execution, and innovation for our investment platforms across private banking and affluent wealth segments. 

As a key member of the Wealth Technology leadership team, this leader will collaborate with business, product, and operations teams to enhance Citi’s investments platform, ensuring a best-in-class experience for clients and advisors. The ideal candidate will be a transformative technology executive with deep experience in wealth management, investment platforms, and digital transformation at scale. 

Responsibilities:

• Technology Strategy & Execution: Define and execute the technology roadmap for Citi’s global investment platforms, including portfolio management, trading, advisory, and digital wealth experiences. 
• Engineering Leadership: Lead a global engineering team, fostering a culture of innovation, technical excellence, and high performance. 
• Platform Modernization: Drive the modernization and simplification of legacy systems, ensuring scalable, resilient, and cloud-native architectures. 
• Digital & AI Innovation: Integrate emerging technologies, including AI, analytics, and automation, to enhance Citi’s wealth and investment capabilities. 
• Client & Advisor Experience: Partner with product and business teams to deliver seamless, personalized, and integrated experiences across channels. 
• Risk & Compliance: Ensure robust technology controls, security, and regulatory compliance in Citi’s investment platforms. 
• Collaboration & Influence: Engage with senior business leaders and technology partners to align technology priorities with Citi’s Wealth strategy. 
• Develop roles, responsibilities, and structure team to ensure greatest impact, efficient use of resource, and alignment to business structures. 
• Manage regulatory agenda in line with broader business goals and work with other key Information Technology (IT) and business stakeholders to ensure consistent delivery and prioritization of initiatives. 
• Deliver cost savings and greater efficiency through innovation, process improvement, simplification of the technology stack and strategic outsourcing, and vendor partnerships. 
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. 

Qualifications:

• 15+ years of leadership experience in financial services technology, with deep expertise in wealth management, investment platforms, or trading technology
• Knowledge of UMA, SMA, platforms, custody, alternative products (private equity, real estate, hedge funds), cash and derivative products 
• 10+ years of managerial experience 
• Experience in a senior technology leadership role 
• Experience with global, multi-region 24/7 operating platforms  
• Experience working with senior business partners and stakeholders 
• Advanced knowledge of industry practices, standards, rules, and regulations 
• Working knowledge of risk and control 
• Understanding of global regulatory environment 
• Demonstrated knowledge of software development processes and practices 
• Demonstrated knowledge of architecture, complex systems, and key technology areas within funds administration 
• Ability to build and maintain peer and business relationships 
  

Education:

• Bachelor’s degree/University degree or equivalent experience 
• Master’s degree preferred

------------------------------------------------------

Job Family Group:

------------------------------------------------------

Job Family:

------------------------------------------------------

Time Type:

------------------------------------------------------

Primary Location:

------------------------------------------------------

Primary Location Full Time Salary Range:

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.

------------------------------------------------------

Anticipated Posting Close Date:

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.