OMAI - Program Management Lead - Vice President

Citi•Getzville, NY
•$92,000 - $138,000•Onsite

About The Position

The Finance OM&AI Governance & Oversight Lead is a key leadership role within the Finance Operating Model & Artificial Intelligence (OM&AI) organization. The position establishes, drives, and maintains portfolio governance frameworks, investment stage-gating, milestone tracking, and executive transparency across strategic digital, automation, and AI initiatives. Working at the intersection of business strategy, technology execution, and risk control, the role provides centralized oversight across the transformation lifecycle. It manages the end-to-end Proof of Concept (PoC) approval process, governs investment requests and business case evaluations, administers portfolio tracking and milestones in Citi’s enterprise program management tool, and automates executive dashboards and scorecards for senior leadership. The role also applies project and portfolio management principles, investment governance, and structured change management to support organizational readiness and audit-ready delivery.

Requirements

  • 7–10 years of relevant experience in portfolio governance, project management, PMO, or business management within financial services.
  • Hands-on experience utilizing and managing portfolio data, milestones, and reporting within enterprise program management tools or enterprise PPM platforms.
  • Demonstrated experience managing PoC stage-gate processes, investment request workflows, and quantitative business case evaluations.
  • Expertise building executive dashboards, KPI scorecards, and advanced reporting packages for senior leadership.
  • Experience applying structured change management methodologies to complex digital, technology, or operating model transformations.
  • Knowledge of project management frameworks, including Agile, Waterfall, and Hybrid, and enterprise governance lifecycles.
  • Strong analytical and problem-solving skills for evaluating complex portfolio data, risk factors, and control activities.
  • Exceptional verbal and written communication skills, including the ability to engage, influence, and present at the senior executive level.
  • Ability to manage multiple initiatives, competing priorities, and tight deadlines with high autonomy and meticulous attention to detail.
  • Advanced proficiency in MS Office, including Excel and PowerPoint, and dashboarding or visualization tools such as Power BI or Tableau.
  • Bachelor’s or University degree, or equivalent work experience.

Nice To Haves

  • Master’s degree (MBA, MS in Finance, Information Systems, or related discipline).
  • Experience supporting Finance, AI/ML, Generative AI, or digital transformation initiatives within a major banking or financial institution.
  • Relevant certifications such as PMP, PMI-ACP, SAFe, Prosci (Change Management), or equivalent portfolio management credentials.
  • Familiarity with Citi's Manager's Control Assessment (MCA) framework, risk shift-left practices, and enterprise data governance standards.

Responsibilities

  • Define, standardize, and enforce portfolio governance frameworks, gating criteria, and control mechanisms across Finance OM&AI transformation and AI initiatives.
  • Lead and coordinate the end-to-end PoC approval process, including evaluation, architectural alignment, risk vetting, and stage-gate approvals before scaling.
  • Facilitate cross-functional stage-gate reviews of initiative viability, milestone completion, and readiness to transition from PoC to production deployment.
  • Manage the intake, review, prioritization, and tracking of investment requests and business cases across Finance OM&AI programs.
  • Verify funding alignment, business case assumptions, return on investment, and measurable benefit realization across project lifecycles.
  • Oversee portfolio tracking, milestone administration, and project data integrity within Citi’s Project Management Tracking System to maintain audit readiness.
  • Design, automate, and maintain executive dashboards, KPI scorecards, and Management Information Systems that provide visibility into portfolio health, delivery status, budget utilization, and risks.
  • Prepare and present governance packages, steering committee decks, and executive briefings for senior leadership and operating committees.
  • Provide actionable insights to senior stakeholders to support data-driven decisions and resolution of delivery roadblocks.
  • Drive structured change management to support organizational readiness, business adoption, and transitions to new digital tools and operating models.
  • Partner with Finance leadership, Technology partners, Risk & Control officers, and Agile project delivery teams to foster alignment and shared accountability.
  • Identify, track, escalate, and resolve cross-program risks, issues, dependencies, and governance bottlenecks across concurrent workstreams.
  • Assess risks when business decisions are made, considering the firm's reputation and safeguarding Citigroup, its clients, and assets.
  • Drive compliance with applicable laws, rules, regulations, and internal policies; apply sound ethical judgment and transparently escalate control issues.
  • Supervise team activity and establish accountability for maintaining enterprise control and governance standards.

Benefits

  • Medical, dental, and 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
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