Wealth Technology - Head of Platforms, Director

Citi•Jersey City, NJ

About The Position

Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth, and ultra-high net worth clients globally. We are committed to service excellence and seizing 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. We are seeking 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 highly skilled and experienced senior data leader to join our Wealth Manage Citi Wealth Investment Solutions is transforming its investment technology landscape to compete in a world defined by platform ecosystems, real-time intelligence, and AI-driven personalization. We are seeking a Head of Platforms to build and lead the next generation of AI-enabled, product-agnostic platforms that power the full lifecycle of Wealth Investment Solutions. This role is foundational—not aligned to any single product or asset class. Instead, it is responsible for creating horizontal, reusable platform capabilities that serve all investment products (equities, fixed income, alternatives, structured products, annuities) and all channels (advisor-led, digital, hybrid). The successful candidate will define and execute a vision where platforms evolve from systems of record and workflow into systems of intelligence and decisioning, embedding AI deeply into the fabric of investment processes.

Requirements

20+ years of experience in financial services or adjacent industries, with strong exposure to wealth or investment management technology
Proven track record of leading large-scale platform transformations in complex, global organizations
Deep expertise in modern platform architecture, including: Microservices, APIs, and event-driven systems Cloud-native engineering (AWS and /or GCP) Distributed systems and high-scale platforms
Demonstrated experience building product-agnostic, reusable platform capabilities
Strong experience integrating data platforms and AI/ML capabilities into production systems
Hands-on understanding of: Portfolio management, trading, and investment lifecycle workflows Real-time data and decisioning systems
Proven ability to lead large global engineering teams and significant technology budgets
Strong executive presence with ability to influence C-suite and senior stakeholders
Experience operating in highly regulated environments with strong risk and control frameworks

Nice To Haves

Direct experience building AI-native or decisioning platforms in wealth or asset management
Exposure to Generative AI use cases (advisor copilots, client interaction, automated insights)
Experience with UMA platforms, model management, and multi-asset portfolio construction
Familiarity with alternatives, structured products, and annuities platforms
Experience implementing MLOps frameworks and enterprise AI governance
Prior experience driving cloud transformation at enterprise scale
Exposure to platform operating models (platform-as-a-product, internal developer platforms)
Background in capital markets or institutional asset management technology
Advanced degree in Computer Science, Engineering, Finance, or related field

Responsibilities

Platform Strategy & Transformation Define and execute a platform-first, product-agnostic technology strategy Lead the transition from fragmented, product-centric systems to a composable, API-driven platform ecosystem Establish a target-state architecture that is modular, scalable, and cloud-native Drive platform reuse, standardization, and reduction of duplication across the investment landscape
Build Horizontal, Reusable Platforms Own and evolve core platforms that serve all investment solutions: Portfolio Construction & Management (UMA, models, overlays, constraints) Order Management, Rebalancing & Execution, Investment Data, Performance & Analytics Product Manufacturing & Lifecycle Platforms (abstracted from product silos) API & Experience Enablement Platforms powering advisor and client channels
AI-Enabled Decisioning Platforms Embed AI as a native platform capability, not an overlay Build decision-centric platforms supporting: Portfolio optimization and personalization Intelligent rebalancing and execution Product recommendation and suitability Real-time risk monitoring Establish closed-loop intelligence systems (data → insight → decision → action → learning) Deliver reusable AI services (recommendation engines, copilots, decision engines)
Modern Engineering & Architecture Drive adoption of: Cloud-native architectures (AWS/GCP) Microservices, APIs, and event-driven systems Real-time streaming data platforms Establish engineering excellence through: DevSecOps and CI/CD Site Reliability Engineering (SRE) Observability, resiliency, and scalability patterns Promote API-as-a-product mindset across the organization
Data & AI Platform Convergence Build unified platforms integrating data engineering and AI/ML capabilities Enable: Real-time and batch data pipelines Feature stores and model lifecycle management (MLOps) Scalable AI deployment frameworks Ensure strong data governance, lineage, and quality controls
Ecosystem & Integration Enable seamless integration across: Internal Citi platforms (banking, markets, risk, data, Services) External partners (custodians, market data providers, fintechs) Design interoperable, extensible platforms to reduce vendor lock-in Establish standardized APIs and event contracts
Risk, Controls & Compliance Embed controls, auditability, and explainability into platform design Ensure compliance with regulatory and fiduciary requirements Implement Responsible AI frameworks (bias detection, explainability, monitoring)
Leadership & Talent Build and lead a high-performing global platform engineering organization Attract and develop talent in distributed systems, data engineering, and AI platforms Foster a culture of innovation, ownership, and engineering excellence Act as a senior technology advisor to business and executive leadership

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.

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