Customer Relationship Manager Architect, Senior Vice President

Citi • Jersey City, NJ

3d

About The Position

The Senior Vice President, Technology (CRM Architect) will lead the architecture, delivery, and evolution of large-scale CRM solutions supporting key Financial Services businesses including Investment Research, Equity and Fixed Income Sales, Investment Banking, Corporate Banking, and Securities Services. This role blends hands-on architectural leadership (system design, integration patterns, and data structures) with strong business partnering and proven capability to lead a high-performing engineering organization of 10–15 developers.

Requirements

• 15+ years of technology experience with significant depth in CRM architecture and enterprise application delivery.
• Proven delivery leadership for large CRM implementations in Financial Services, supporting front-office and/or banking businesses (Investment Research, Equity/FI Sales, Investment/Corporate Banking, Securities Services).
• Strong hands-on experience with Siebel and/or Salesforce architecture, configuration/customization, environment strategy, and deployment patterns.
• Demonstrated expertise in system architecture and design (application layering, integration, scalability, resiliency) and strong command of data structures and modeling concepts.
• Experience leading high-performing engineering teams (10–15 developers), including cross-functional collaboration with QA, DevOps, SRE/production support, and security/risk partners.
• Excellent communication skills—able to explain architectural decisions to both technical teams and senior business stakeholders.

Nice To Haves

• Experience integrating CRM with client identity/account master, reference data, workflow/case management, document management, communications, and analytics/reporting ecosystems.
• Exposure to CRM modernization approaches (re-platforming, decomposition, API enablement, event-driven integration, and legacy reduction).
• Understanding of Financial Services controls including auditability, segregation of duties, access governance, data retention, and operational risk practices.
• Prior responsibility for vendor/partner management and budget delivery in a matrixed environment.
• Business partnership: Builds credibility with business leaders, deeply understands workflows, and co-owns outcomes.
• Architecture leadership: Sets technical direction, enforces standards, and drives pragmatic, scalable designs.
• Execution excellence: Establishes clear plans, measures progress, and removes blockers to deliver reliably.
• Talent builder: Develops engineers and team leads; creates a high-performance culture with strong accountability.
• Risk-aware delivery: Balances speed with stability and compliance expected in regulated environments.

Responsibilities

• CRM architecture and strategy: Own end-to-end CRM architecture for one or more strategic platforms, including target-state roadmap, reference architecture, and modernization planning.
• Large-program delivery leadership: Lead delivery across multiple workstreams (enhancements, regulatory initiatives, platform upgrades, and remediation), ensuring predictable execution, quality, and operational stability.
• Financial industry domain alignment: Partner closely with front-office and banking stakeholders to translate business processes into scalable CRM capabilities supporting research distribution, sales coverage, pipeline management, onboarding, servicing, and client lifecycle workflows.
• Solution design and integration: Define integration patterns with upstream/downstream systems (e.g., client data, product reference, trade/position, document/workflow, entitlements), balancing performance, resiliency, and maintainability.
• Data structures and information architecture: Lead logical and physical data modeling within the CRM ecosystem, including customer/account hierarchies, coverage relationships, activities/interactions, and audit requirements; ensure data quality and lineage expectations are met.
• Non-functional excellence: Establish standards for security, privacy, access controls, resiliency, observability, capacity, and performance; drive adherence to SDLC and risk controls aligned to Financial Services expectations.
• Stakeholder management and business partnering: Serve as a trusted technology partner to business and product leaders; manage expectations, communicate tradeoffs, and drive alignment on priorities, funding, and outcomes.
• People leadership: Manage and develop a team of 10–15 developers/engineers (and potentially leads), including hiring, coaching, performance management, and career development; create a culture of accountability and continuous improvement.
• Engineering practices: Promote best practices in agile delivery, code quality, automated testing, CI/CD, release governance, and production support to improve cycle time and platform reliability.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive