AI Product Strategy & Agentic Solutions, Liquidity Management - Director

Citi • New York, NY

3d • $170,000 - $300,000 • Onsite

About The Position

Services provides global solutions that help corporations, financial institutions, public sector and commercial clients optimize operations and drive their business forward. Through our five business lines – Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi’s global network.

The Opportunity
We are seeking a Director – AI & Agentic Solutions, Liquidity Management to lead the next phase of AI Strategy & Transformation across Citi’s Liquidity Management business.
This is a unique opportunity for a senior professional who combines deep expertise in liquidity products and solutions with proven experience developing and deploying Generative AI and agentic AI capabilities.
The successful candidate will serve as a strategic bridge between Liquidity Management, Treasury, Product, Technology, Data & AI, Operations, Risk and senior business leadership. The role will identify high-value opportunities, define the AI strategy, and lead the development of production-ready solutions that materially improve how liquidity products are designed, managed, sold and delivered.
This is not a traditional AI engineering role. We are looking for a leader who understands the economics, products and workflows of liquidity management and can apply emerging AI technologies to solve complex banking problems.
What Makes This Role Distinct
Unlike a platform or engineering-focused AI role, this position is defined by:
Deep ownership of a Liquidity Management business line's AI agenda.
Direct client co-creation and external engagement to validate and shape AI solutions
A mandate to drive commercial outcomes — revenue, cost savings, and competitive differentiation — not just technology delivery
Leading a matrixed, global product team across multiple regions, functions, and regulatory environments

Requirements

• 12+ years of product management or product leadership experience, with a demonstrated track record of delivering large-scale, technology-led products
• Deep, demonstrated knowledge of bank liquidity products and solutions.
• Experience working directly with liquidity products, Treasury solutions, client liquidity structures or related banking businesses.
• Ability to translate a complex banking problem into a practical AI solution architecture.
• Demonstrated experience developing and deploying Generative AI and/or agentic AI solutions.
• Demonstrated P&L ownership or direct accountability for a key business metric significantly improved through product launches
• 5+ years of direct or indirect external client-facing experience; comfortable co-creating and validating products with enterprise clients
• Knowledge of AI governance, model risk management, responsible AI and financial-services regulatory requirements.
• Exceptional stakeholder management skills — ability to build consensus, influence without authority, and operate effectively in a matrixed global organization
• Outstanding communication skills; ability to translate complex AI concepts for executive, technical, and client audiences alike

Responsibilities

• Own and execute the AI and Agentic AI strategy for Liquidity Management.
• Establish a multi-year roadmap covering Generative AI, agentic AI, advanced analytics and intelligent automation.
• Identify and prioritize high-value opportunities based on business impact, feasibility, scalability, risk and client value.
• Lead initiatives from business problem identification through AI design, proof of concept, production deployment and adoption.
• Advise senior Liquidity and Treasury leadership on emerging AI capabilities and their potential business impact.
• Establish scalable AI patterns, frameworks and capabilities that can be deployed across multiple liquidity products and processes
• Apply deep knowledge of liquidity management to identify opportunities for AI-driven transformation.
• Partner with product and business leaders across: Cash management, Deposits, Liquidity concentration, Cash pooling, Sweeps, Intraday liquidity, Liquidity forecasting, Working capital solutions, Treasury management solutions, Client liquidity optimization
• Identify opportunities to develop AI-enabled liquidity products and advisory capabilities.
• Understand client liquidity structures and translate complex client needs into AI-enabled solutions.
• Use AI to improve product configuration, solution design, client analysis, forecasting, pricing and relationship-manager effectiveness.
• Lead the design and implementation of enterprise-grade AI agents and multi-agent workflows.
• Identify processes where agents can safely perform multi-step tasks rather than simply generate information.
• Define appropriate levels of AI autonomy and human oversight.
• Partner with engineering and AI/ML teams to ensure solutions are scalable, secure and production-ready.
• Establish appropriate controls around accuracy, hallucination, data access, authorization, privacy and model risk.
• Identify and deliver innovative use cases such as: Liquidity Intelligence (AI agents that analyze client liquidity positions, balances and transaction activity; Identification of liquidity opportunities, anomalies and potential client needs; Automated liquidity insights and recommendations), Forecasting & Decision Support (AI-enabled liquidity forecasting and scenario analysis; Intelligent interpretation of liquidity trends and drivers; Agentic workflows supporting liquidity planning and decision-making).
• Ensure all AI capabilities are built in line with Citi's enterprise risk standards — establishing model risk governance, data lineage, explainability standards, and regulatory compliance controls
• Proactively partner with Legal, Risk, Compliance, and Model Risk to navigate the regulatory landscape from day one
• Serve as a trusted advisor to senior Liquidity Management and Treasury executives.
• Present AI strategy, investment cases, business outcomes and risks to senior management.
• Build strong partnerships across Technology, Data, AI/ML, Product, Operations, Risk, Compliance, Legal and Cybersecurity.
• Lead multidisciplinary teams across business and technology organizations.
• Influence enterprise priorities and secure sponsorship for strategic AI initiatives.
• Drive adoption and change management across the organization.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed