Platform Director

Citizens•Chicago, IL

1d•$214,365 - $292,000•Remote

About The Position

Citizens Financial Group, Inc. (CFG) seeks a Platform Director for its Chicago, Illinois location. This role involves leading efforts to shape and deliver the digital platforms that power Citizens’ Wealth Management experiences. The Platform Director will be responsible for strategic ownership, alignment, and delivery of Wealth-focused technology platforms, with Salesforce serving as a foundational system of engagement across advisor, client, and operational workflows. This includes owning the technology strategy, platform alignment, and execution of Wealth Management journeys and experiences, with a particular focus on Salesforce-based capabilities and developing high-quality technology solutions to support digital platforms for banking operations. The role provides end-to-end leadership for Salesforce and adjacent Wealth platforms, ensuring cohesion across custom development, configuration, integrations, and vendor solutions. The Director will manage the delivery of multiple agile teams and interdependent platform teams, including in-house engineering, configuration, and vendor partners, ensuring integrity, resilience, and quality across Salesforce and integrated platforms supporting Wealth business processes. This position serves as a senior technology partner to Wealth executive stakeholders, translating business strategy and regulatory needs into executable platform roadmaps. Key responsibilities include defining success metrics, acceptance criteria, and outcomes across platforms to ensure consistent delivery and measurable business value, driving alignment across platform roadmaps, enterprise architecture standards, and Wealth priorities, and ensuring Wealth advisor and client journeys are cohesive, intuitive, and scalable across channels and touchpoints.

Requirements

Requires a Bachelor’s degree or foreign equivalent in Computer Science, Computer Engineering, or related field followed by 8 years of progressive experience as Principal Consultant, Business & Integration Arch Manager, or related position developing and implementing Salesforce enterprise applications.
Developing and implementing Salesforce enterprise applications, including Salesforce classic, Salesforce Lightning, Apex, Triggers, Batch Processes, Controllers, EmailHandler, Database, System APIs, Dashboards/Reports, Lead Conversion, Audit, Forecasting, Lightning (Pages and Components), LDS, Visual Force (Pages, Components, Controllers, and Tabs Data), SOQL, SOSL, Workflow & Approvals, Formulas, Validation Rules, Email Templates, Roles, Profiles, Permission Sets, Groups, Knowledge Roles, Folders, Field Encryption, OAuth2.0, Client-Server SSL Certificates, Single SignOn (IdP and SdP) Security Gateways, Salesforce Shield, and CipherCloud
Developing Salesforce sandbox platforms and environments, including Sales Cloud, Service Cloud (including the implementation of Salesforce Voice, contract management, and CTI integration with products like Avaya, Service console, and Omni channel), Salesforce Experience Cloud (including the implementation of Partner/customer facing portals developed using Salesforce components, HTML, CSS, and Java script), Financial Services Cloud, Marketing Cloud, and Vlocity
Implementing third party applications into Salesforce, including Marketo and Silverpop for marketing, lead, and campaign management, Docusign for document execution, Conga and Thunderhead for document generation, QAS Experian, and Zuora
Integrating solutions between SFDC and external systems like Morning Star, Specifi, and Envestment to implement business processes
Facilitating the implementation of the Salesforce data models, providing guidance on how and when to create custom objects, junction objects, and other model items
Utilization of Salesforce APEX data loader
Utilizing Salesforce Web Service APIs, including SOAP and REST, to work with data returned by API response payloads
Deploying, building, and migrating processes in a Salesforce environment using associated tools, including Welkin Suit, Copado, and Git Hub Enterprise
Managing technology projects by developing and retaining a team of technologists
Defining design approaches with technical and non-technical stakeholders that are aligned with a customer-centric product vision and ensuring best practices around engineering and documentation are understood and followed.

Responsibilities

Lead efforts to shape and deliver the digital platforms that power Citizens’ Wealth Management experiences.
Responsible for strategic ownership, alignment, and delivery of Wealth-focused technology platforms, with Salesforce serving as a foundational system of engagement across advisor, client, and operational workflows.
Own the technology strategy, platform alignment, and execution of Wealth Management journeys and experiences, with particular focus on Salesforce-based capabilities develop high-quality technology solutions to support digital platforms for banking operations.
Provide end-to-end leadership for Salesforce and adjacent Wealth platforms, ensuring cohesion across custom development, configuration, integrations, and vendor solutions.
Manage the delivery of multiple agile teams and interdependent platform teams, including in-house engineering, configuration, and vendor partners.
Ensure integrity, resilience, and quality across Salesforce and integrated platforms supporting Wealth business processes.
Serve as a senior technology partner to Wealth executive stakeholders, translating business strategy and regulatory needs into executable platform roadmaps.
Define success metrics, acceptance criteria, and outcomes across platforms to ensure consistent delivery and measurable business value.
Drive alignment across platform roadmaps, enterprise architecture standards, and Wealth priorities.
Ensure Wealth advisor and client journeys are cohesive, intuitive, and scalable across channels and touchpoints.