Technology Lead PM/BA-Client Integration

Citi•Tampa, FL
•$103,920 - $155,880•Hybrid

About The Position

Citi is seeking a Technology Lead, Client Integration to own delivery of business-critical client connectivity programs across Cash and Synthetic Prime Brokerage. The role serves as the primary technology point of contact for high-profile external clients, shaping their connections to Citi's Equity PB, Fixed Income PB, Prime Finance Swaps, and Securities Lending platforms. It combines stakeholder management with hands-on technical investigation, leading integration delivery from initial requirements through go-live and post-launch support. The position is based in Tampa, Florida, and follows a hybrid model with three days in the office and two days working remotely. The role offers ownership of high-profile programs, exposure to global technology and business teams, and opportunities to build expertise in financial connectivity, trading workflows, and client technology.

Requirements

  • At least 6 years of experience leading client-facing integration or delivery programs in financial services or investment banking.
  • Ability to manage multiple concurrent delivery workstreams within a global operating model.
  • Understanding of connectivity protocols such as SFTP, SWIFT, and FIX and their use in trade file transmission and client reporting.
  • Working knowledge of the trade lifecycle, including allocation, clearing, and settlement.
  • Strong SQL skills, including writing complex queries and mapping data to validate integrations.
  • Working knowledge of Unix or Linux for troubleshooting, log analysis, and running scripts.
  • Experience applying structured project management or business analysis practices using tools such as JIRA, Confluence, or SharePoint.
  • Bachelor's degree, university degree, or equivalent experience.

Nice To Haves

  • Practical experience with Prime Brokerage products, including Equity PB, Fixed Income PB, Prime Finance Swaps, or Securities Lending.
  • Background as a business analyst or project manager with strong technical aptitude and a fast learning curve.
  • Experience interfacing directly with external financial services clients.
  • Master's degree preferred.

Responsibilities

  • Lead delivery of client integration programs for Cash and Synthetic Prime Brokerage, connecting external clients to Citi via SFTP and SWIFT.
  • Serve as the primary point of contact for external Prime Brokerage clients on connectivity requirements, from initial scoping through launch.
  • Design tailored integration solutions for standard and complex client connectivity needs.
  • Manage integrations from requirements gathering through testing, client sign-off, and post-launch support.
  • Coordinate rollout readiness across business, technology, and client teams ahead of deployments.
  • Report progress and risks to internal and external stakeholders to keep delivery on track and transparent.
  • Investigate data and connectivity issues using SQL and Unix tools to validate integration accuracy.
  • Guide and support junior Client Integration Analysts, developing their technical and client-facing skills.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k).
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off, including vacation, sick leave, and paid holidays.
  • Ongoing learning and development opportunities.
  • Wellbeing, family, and financial wellness support.
  • Eligible employees may receive discretionary and formulaic incentive and retention awards.
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