Technical Project Management Head for Investments, Director

Citi•Jersey City, NJ

1d•$170,000 - $300,000•Onsite

About The Position

Citi, a leading global bank with approximately 200 million customer accounts in over 160 countries, provides a broad range of financial products and services. Its Enterprise Operations & Technology teams are crucial for the bank's safety, resource management, digital architecture, and customer experience, aiming to deliver excellence through secure, reliable, and efficient services. Citi fosters a diverse and inclusive environment, valuing respect, merit-based promotion, and personal development. Ideal candidates are innovators, problem solvers, and authentic individuals who contribute to a culture of pride and progress. Citi’s Global Wealth Management is building a purpose-driven team to serve its globally diverse, digitally forward customers. They seek exceptional candidates who think digitally, resolve problems unconventionally, and strive to provide a remarkable client experience, aligning with Citi Leadership Standards: taking ownership, delivering with pride, and succeeding together. The Director of Technical Program Management for Wealth Investments reports to the Investment Technology Head for Global Wealth Management. This role is responsible for delivering on Global Wealth Management's strategy for Investments and Trades, driving the launch of customer experiences and digital capabilities for wealth management and affluent clients. The position focuses on delivering customer-centric solutions and communications that enable clients to manage their finances confidently through easy-to-use tools, insights, content, offers, and recommendations, as well as expanding the digital presence and offerings for wealth management customers. The ideal candidate is a leader passionate about developing people, leveraging technology for efficiency and customer engagement, and solving problems as an engineer. This senior leader will lead a world-class technical team of skilled program managers, sharing a passion for developing people, building technology, being fearless, obsessed with simplification and excellence, and tackling complexity. This role is at the intersection of business, technology, and product, working with engineering leaders, product management, and cross-functional teams to manage and execute the product strategy. The organization serves as the hub for rationalizing, conceptualizing, assigning, and delivering engineering work across domains in an agile execution model. The role involves solving challenging problems, improving processes, developing new mechanisms for scaling platform services, driving agile transformation, and fostering a culture of learning and delivery excellence. The individual is expected to drive innovation, eliminate redundancy, and ensure execution excellence, while continuously monitoring capacity, demand, execution, delivery, and hygiene via KPIs. They must ensure execution aligns with regulatory requirements, simplify and automate processes, and be a smart risk-taker who can deliver big ideas and transform them into scalable programs. Communication and relationship-building with business, technology, audit, risk, fraud, and finance executives are crucial. The role requires a data-driven approach, collaboration with product management, governance, UX design, and vendors, and fostering engineering excellence and innovation. The candidate must operate effectively in an ambiguous, fast-paced environment, possess excellent leadership and interpersonal skills, and actively encourage the development of managers and technical staff.

Requirements

Proven ability to develop talent and build a bar raising function & high performing teams (both managers and individual contributors)
High degree of emotional intelligence, empathy and level headed, fact based approach to solving problems
Capability to define a well thought out organizational strategy and execute on an associated operational plan
Experience with building client centric platforms at scale, understanding of value stream mapping and ensuring delivery of services in a domain driven design architecture
Experience with cloud computing, online services, enterprise software development, engineering and associated operations at scale, application security
Experience with associated developer tooling for CI/CD, TDD, and BDD
Demonstrated ability to operate with complete independence and autonomy
Change agent with strong credibility and influence in the organization
Proven ability to drive transformation and simplification of a function and organization
A deep understanding of agile software development processes
Lean engineering focus
Motivated to achieve results through teamwork and collaboration; drives results through managing teams to success, in addition to partnering with others to achieve results
Strong stakeholder management
Customer focused, with proven excellence in program delivery, with high quality and engineering focus
Intellectually curious, open minded, and a creative problem solver with impeccable judgment
Ability to communicate a compelling vision and inspire others to deliver on an ambitious, complex roadmap
Ability to dive deep into and explain complex technical topics and architectural tradeoffs while tailoring the message to various audience groups (e.g. engineers, product managers, executives)
Demonstrated ability to work effectively within a complex regulatory framework and to innovate while achieving compliance objectives
Be curious, you are never done learning and always seek to improve yourself. You curious about new possibilities and act to explore them. You are a learner for life and invest in yourself, find time to self-develop
Come from an organization with a strong technical program management function and be a visionary leader with deep experience driving technical or engineering programs from ideation to implementation
Bachelor’s degree in computer science, or a related field
Hands on experience (10+ years) leading program management function and/or technical teams
15+ years’ experience in enterprise level program management and delivery engineering products at scale
Strong analytical and quantitative skills; Data driven and results oriented
Exceptional strategic analysis, problem solving, issue resolution and decision-making skill
Excellent verbal and written communication skills backed by a strong business and technical vision
Expert knowledge of Agile frameworks like SAFe, Scrum, Kanban, and familiarity with Jira and Confluence tools

Nice To Haves

Master’s degree or equivalent experience preferred
Prior experience in wealth management with focus on investments and trade is a huge plus

Responsibilities

Responsible for the delivery on Global Wealth Management strategy for Investments and Trades
Own driving the launch of great customer experiences and digital capabilities for our wealth management business and our most affluent client base
Deliver customer-centric solutions and communications that enable clients to confidently manage their entire financial picture through easy-to-use tools, insights, content, offers, and recommendations
Deliver programs that provide for a growing digital presence and offerings for our wealth management customers
Lead a world class technical team of skilled program managers
Work with engineering leaders, product management, and cross-functional teams to manage and execute our ambitious product strategy
Partner with every functional domain in the company and exercise your influence to get big things done
Lead the charge on solving our hardest, most meaningful challenges: set the drumbeat that everyone marches to
Improve existing processes and develop new mechanisms to scale the way we plan and deliver for platform services as we grow the company
Drive agile transformation and improving speed to market
Build and drive a culture of learning and excellence in delivery with your team and stakeholders
Drive innovation that people love and be boundary-less in seeking solutions, eliminating redundancy and driving execution excellence
Build your own scorecard to continuously monitor capacity, demand, execution, delivery, and hygiene via key performance indicators including capacity, demand, backlog, velocity, quality, project throughput, spend, regulatory compliance, and application security
Ensure execution aligns with all regulatory requirements while continuously working to simplify and to automate the necessary and auditable “paperwork” and processes
Communicate with business, technology, audit, risk, fraud, and finance executives, and build relationships with them
Establish collaborative and productive relationships with product management, governance, UX design, vendors and other supporting teams
Foster an environment of engineering excellence and innovation
Insist on designing to the edge
Actively encourage the development of your managers and your technical staff while continuously raising the bar on performance and technical depth
Be the strategic partner and advisor to the Business and Technology heads for Wealth Management for Investments and Trade
Ensure well laid out roadmaps and execution plans for book of work
Responsible for management and execution of operating model routines
Obsess about building and shipping great products for our customers with excellence
Manage from the front, prioritize, and drive the bigger mission forward by translating vision into results
Be accountable for driving teams inside and outside of your organization to deliver the expected results
Focus on the key business outcomes and deliver them with quality and in a timely fashion
Drive disciplined execution with high quality and insist on high standards
Lead your teams to deliver high quality products, services, and processes
Deliver results while maintaining highest level of quality and ensuring timely adherence to software development lifecycle standards
Drive innovation that people love and be boundary-less in seeking solutions
Build and lead an organization with customer focus and effective communication with a focus on decisive, fast-moving solutions, quick and constructive resolutions to conflicts, and a “no barriers” mentality
Lead by influence and set the vision for a bar raising TPM function
Manage, mentor and grow the TPM leaders of the future
Build and lead a team of TPM’s that are highly passionate, motivated and smart problem solvers to design future state products and technology solutions
Demonstrate an ability to structure an organization and optimize it for execution, including attracting top tier talent and filing out gaps in the existing team quickly to accommodate growth
Partner with fellow TPM leaders to ensure alignment and standardization in ways of working
Be a change agent. Drive agility, excellence and simplification in ways of working
Measure and improve efficiency and effectiveness of processes that are working well and build the next level of improvements, set standards for deployments at scale, infrastructure reliability, security, and scalability
Demonstrate an ability to identify and act upon unique insights and apply them to solve unmet needs and an expertise leveraging/synthesizing competitor, emerging technology, and other marketplace trends to draw out implications to support the team's overall mission and goals
Transform the organization into one that drives speed to market and delivers value for our customers in an agile operating model
Champion a culture of high standards, push for progress, embrace change and challenge the status quo
Continue to improve the engineering culture across all tech functions
Serve as an evangelist for the team and overall culture, both internally and externally
Be responsible for communicating business strategy and goals and how they align to the team’s work
Provide transparent frequent updates, manage sponsor expectations, and keep all stakeholders informed on Book of Work progress
Create a culture of transparency and trust