Head of Advisor & Branch Workspace Technology - Director

Citi • Jersey City, NJ

11d • $170,000 - $300,000 • Onsite

About The Position

This Director position seeks a visionary and experienced technology leader to define and execute the strategic direction for the Advisors, Branch and broader front office desktop needs within retail banking & wealth management. The role involves leading a global team to deliver, enhance, and manage technology platforms that support client-facing teams, drive business growth, and improve operational efficiency.

Requirements

• 15 years in a senior technology leadership role.
• 5 years hands-on experience with enterprise-scale front office & CRM platforms (e.g., Salesforce, Microsoft Dynamics).
• Proven track record leading large, globally distributed technology teams.
• Significant experience within the financial services industry (Investment Banking, Wealth Management, Corporate Banking).
• Expert-level knowledge of front office architecture, data models, and best practices.
• Ability to partner with and influence senior business executives.
• Exceptional leadership, communication, and interpersonal skills.
• Strong strategic thinking and problem-solving abilities.
• Proficiency in Agile and DevOps methodologies.
• Strong financial acumen and experience managing significant budgets.
• Bachelor’s degree in computer science, Information Technology, Engineering, or a related field.

Nice To Haves

• Master’s degree or MBA.
• Salesforce certifications (e.g., Salesforce Certified Technical Architect, Application Architect).
• Experience leading large-scale digital transformation projects in complex, regulated environments.
• Knowledge of AI/ML applications within a CRM context (e.g., predictive analytics, lead scoring).

Responsibilities

• Develop and own the multi-year technology strategy for Workstation, including CRM and practice management, aligning with business goals, championing innovation, and driving platform adoption.
• Oversee the entire SDLC for associated applications, ensuring stability, scalability, and security.
• Act as the primary technology partner to senior business leaders, translating objectives into a scalable technology roadmap and delivering measurable value.
• Lead, mentor, and grow a global team of product managers, software engineers, and business analysts, fostering excellence and collaboration.
• Ensure the platform serves as a central source of truth for client data, driving advanced analytics, reporting dashboards, and AI-driven insights.
• Architect and manage seamless integration with other enterprise systems (e.g., marketing automation, data warehouses, core banking platforms).
• Manage relationships with key technology vendors (e.g., Salesforce) and oversee the budget, forecasting, and financial planning for the technology portfolio.
• Ensure all solutions adhere to strict enterprise-wide standards for data privacy, information security, and regulatory compliance.

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