Merakey Jobs

Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It serves over 500,000 clients through its global footprint in Asia, EMEA, Latin America, and North America. Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, lending, and banking.

We are seeking a transformative, visionary, and execution focused Head of Citi Wealth Hub to reimagine, unify, and modernize the advisor workstation, CRM, and productivity tools that empower our financial advisors and bankers across all wealth segments - from consumer wealth to ultra-high-net-worth private banking – and ultimately to optimize practice management to deliver the firm to clients, take scale actions, and drive growth.

This leader will drive the strategic development of a single, integrated platform “pane of glass” that enables advisors to manage the wealth management process end-to-end with their book of clients; supporting their practice and enabling their growth. The platform will include integrations with CRM, asset aggregation, as well as integrated data views from planning, proposals, analytics, and account maintenance, portfolio management, supervision/compliance, and practice management tools - creating a best-in-class digital experience that optimizes advisor productivity, reduces costs, and accelerates business growth of net new assets. This will also require deep understanding of client, custody, onboarding, and product data structures to enable AI based integrations and automation, as well as unification of architecture to resilient state.

The ideal candidate takes a metrics driven approach to development, and is an expert in scaled agile delivery, experienced in transforming complex wealth management platforms, rationalizing multi-vendor landscapes, and implementing modern, data-driven, and AI-powered solutions. This leader will partner closely with Technology, Design, Data, and Operations teams to ensure world-class execution while fostering an agile delivery organization that is faster, more efficient, and user-centric. Ultimately, the workstation hub strategic development should reduce client acquisition costs, increase revenue and growth to full service, holistic advice at scale, mitigate platform risks with systemic controls, and lower platform costs by consolidating functional components.

Responsibilities:

Strategic Leadership & Vision

• Define and execute the global strategy, vision, and roadmap for the Wealth Hub Platform, delivering a unified and scalable solution across the firms global wealth segments

• Drive the consolidation of disparate advisor tools into a modern, single pane-of-glass, platform that enhances advisor efficiency, scale, practice management, and client engagement

• Lead competitive analysis to identify opportunities to leapfrog the market, creating an industry-leading digital advisor experience comparable to or exceeding competitors

• Define the future advisor mobile experience, ensuring advisors have access to their workstation tools on the go

Platform Development

• Analyze and determine the future operating model for the Wealth Workstation

• Integrated Advisor and Client horizontals to drive book scale actions, including:

• Digital platforms harmonization

• Householding/Party ID/Product data structures

• Entitlement/Roles framework

• Goals based planning

• Next best action

• Analytics/Investment proposals monitoring

• Client profiling

• Onboarding, account maintenance

• Content management

• CRM

• Book and client dashboard

• Risk management

• Account aggregation

• Alerts management

• Identify which existing applications should be integrated, reimagined, or decommissioned

• Establish a long-term vendor strategy, selecting the right partners for future innovation while rationalizing the vendor landscape to optimize costs and functionality

• Modernize internal development and UX frameworks, ensuring consistency and high performance

• Oversee UX and UI design in collaboration with the design team, ensuring intuitive, modern, and data-driven interfaces

Advisor & Client Experience Transformation

• Create a best-in-class advisor experience, optimizing workflows to enable advisors to scale their business, maximize efficiency, and achieve their goals

• Reimagine account onboarding end-to-end in partnership with Operations, making it seamless, digital-first, and automated where possible

• Partner with Artificial Intelligence and Data Insights teams to integrate: Next-best-action recommendations, automated workflows for repetitive tasks and predictive insights to enhance advisor decision-making

• Implement automation and controls to reduce risk, improve compliance oversight, and streamline supervision processes

Advisor & Client Delivery Transformation

• Lead the transition to a scaled agile delivery model, ensuring a highly efficient, product-driven organization

• Build a team of experienced product managers to drive the goals of wealth

• Foster an innovation culture, accelerating the delivery of new capabilities while maintaining quality and regulatory compliance

• Establish clear OKRs / KPIs and success metrics to track adoption, platform effectiveness, and impact on net new investment assets and fee-based income growth

Qualifications:

• 15+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Wealth Management

• Proven experience leading and delivering large-scale digital advisor workstation transformations in global wealth management firms

• Deep expertise in advisor technology ecosystems, including CRM, financial planning, portfolio management, and workflow automation

• Strong experience in vendor strategy and rationalization, selecting best-in-class wealth technology partners

• Expertise in scaled agile transformation, with a track record of building world-class product teams in large enterprises

• Experience in data-driven decision-making, AI-driven advisory tools, and automation

• Ability to influence C-suite stakeholders, drive strategic investment decisions, and lead cross-functional teams

• Exceptional communication, leadership, and execution skills to drive high-impact organizational change

• Proven ability to drive cost savings through legacy technology decommissioning and platform modernization

• Consistently demonstrates clear and concise written and verbal communication

• Demonstrated problem-solving and decision-making skills

• Ability to work in a team-oriented cross-functional environment across multiple geographies

Education:

• Bachelor’s degree/University degree or equivalent experience

Job Family Group:

Technology

Job Family:

Digital Software Engineering

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Mar 10, 2025

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