NAM and LATAM Wealth Markets Technology Head

Citi • Jersey City, NJ

2d • $176,720 - $265,080 • Onsite

About The Position

The NAM and LATAM Wealth Markets Technology Head is a senior leader accountable for delivering business priorities for the North America and Latin America Wealth Markets segment. The role defines and implements the Wealth Markets platform strategy, drives technology evolution toward a target state, and serves as the primary senior technology liaison to Wealth Markets business leadership in the New York/New Jersey area. The position leads technology strategy and execution for equity trading within Wealth Markets, ensuring compliance with complex US regulatory requirements.

The role oversees technology across equity trading operations, including order management, execution, and post-trade processing. It leads platform implementation and enhancement, team development, risk management, integration, and process improvement. The position also provides architectural and application-development guidance, establishes methodologies and standards, and works with end users to translate system needs into designs. The successful candidate is expected to influence senior leaders, mentor colleagues, and assess and manage risks while promoting compliance with applicable laws, policies, and controls.

Requirements

• Extensive experience and deep understanding of the Wealth Markets technology domain, specifically in North America and Latin America.
• In-depth knowledge of the US equity trading landscape, market structure, and operational workflows, including front-to-back-office processes.
• Expertise and practical experience implementing solutions compliant with US equity trading and wealth management regulations, including CAT, Reg NMS, and Reg BI.
• Understanding of CAT reporting requirements, fee structures, funding models, evolving exemptions, and the impacts of extended trading hours, including accurate capture and submission of data to the CAT Central Repository.
• Knowledge of Reg NMS rules concerning market access, order protection (Rule 611), and market-data dissemination, including odd-lot information; awareness of changes to tick sizes, access fees, and lot sizes and their effects on market structure and routing.
• Expertise designing and implementing technology solutions that help broker-dealers meet Reg BI obligations, including requirements concerning recommendations, conflicts of interest, disclosures, complex products, and vulnerable investors.
• Familiarity with amendments to Rule 605 and proposed rules such as the Order Competition Rule and Regulation Best Execution, as well as evolving crypto-asset regulations and potential trading-platform impacts.
• Demonstrated success defining and executing complex technology platform strategies from conception through production.
• Exceptional ability to engage and influence business leaders, regulatory bodies, and cross-functional technology teams.
• Strong leadership skills and a track record of driving innovation, fostering excellence, and managing large-scale technology initiatives.
• Understanding of modern technology stacks, architectural patterns, and engineering best practices in financial services, especially high-performance trading environments.
• Experience with market data systems, order management systems (OMS), execution management systems (EMS), and trading analytics platforms.
• Excellent verbal and written communication skills, including the ability to explain complex technical concepts to non-technical audiences.
• 10+ years of relevant experience.
• Experience implementing projects and in systems analysis and programming of software applications.
• Demonstrated subject matter expertise in Applications Development and knowledge of client core business functions.
• Demonstrated leadership, project management, and development skills.
• Strong relationship-building and consensus-building skills.
• Bachelor's degree, university degree, or equivalent experience.

Nice To Haves

• Master's degree preferred.

Responsibilities

• Define and execute the technology strategy for NAM and LATAM Wealth Markets, aligning it with business objectives and growth priorities.
• Lead implementation and enhancement of the Wealth Markets platform and its transition to the desired target-state architecture.
• Serve as a senior liaison to Wealth Markets business leadership, translate business needs into technology solutions, and influence strategic decisions.
• Oversee technology supporting equity trading operations, including order management, execution, and post-trade processing.
• Ensure technology solutions and processes comply with US equity trading regulations; monitor regulatory changes and adapt systems as needed.
• Build, mentor, and lead technology teams responsible for development, support, and innovation in the Wealth Markets domain.
• Identify and mitigate technology-related risks, ensuring platform resilience, security, and stability.
• Lead integration of functions, deployment of new products, and process enhancements.
• Analyze complex business and system processes and industry standards to define solutions to high-level problems.
• Provide advanced application-programming expertise and plan assignments involving large budgets, cross-functional projects, or multiple projects.
• Develop application methodologies and standards for program analysis, design, coding, testing, debugging, and implementation.
• Consult with end users to identify system-function specifications and incorporate them into overall system design.
• Allocate work and advise and coach developers, analysts, and new team members.
• Influence and negotiate with senior leaders and communicate with external parties.
• Assess risks in business decisions, safeguard the firm's reputation, clients, and assets, drive compliance with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including planned vacation time and unplanned sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards for eligible employees

What This Job Offers

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