Head of Middle Office Transformation - Director

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Job Overview

We are looking for a Product Manager at the Director level to lead transformation in Middle Office within Investor Services.

The Transformation Lead - Director is a key role managing within the Middle Office team who broadly set the strategy and provide direction, leadership, and budgetary management for the products.  This role will support the development of product plans, strategies, and tactics while coordinating business lines through product life cycles working with the broader Fund Services Management team. The overall objective of this role is to manage and facilitate the planning, development and execution of the Middle Office Product roadmap, focused on operating models, platform redesign, data management, Agentic AI capabilities, vendors, and client needs.

The manager will partner with tech and operations to execute the book of work while reporting program updates and ensuring the financial discipline of the business and book of work always aligns to the approved budgets. You will assist with appropriately assessing risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Responsibilities

• Own, lead, deliver and manage strategic program roadmap, development, launch, and internal / external marketing to gain maximum benefit from each product
• Ownership as well as the management, Performance, and Risk related to product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
• Own client and competitor market research, develop product innovation roadmap, and address fundamental trials of product commoditization to create an advanced set of solutions
• Execute on and oversee product development in and exaction in agile framework
• Deploy cutting edge technology using various AI frameworks to speed time to market and create operating efficiency

Description

• Develop, lead / own and communicate a product roadmap to approach the marketplace, and coordinate and implement new capabilities, address client issues resolutions through innovation

• Lead innovation by collaborating with external partners/alliances to develop products, manage ongoing relationships, and prepare agreements

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

• Think through strategic programs and vision and be able to effect change. Take decisions and be accountable.
• Own the data capability for the business including the control framework for data quality and delivering a data rich close to real time offering for our clients, internal stakeholders and the business line

• Socialize future state vision with all other Citi partners and clients.

• Spearhead Agile initiatives and dynamically create agile squads.  Report on Agile release trains and ensure Program Increments are executed on.

• Partner with Investor Services transformation team to ensure connectivity, driving and owning the budgets for change

• Drive a Data culture across the business and own remediation programs of work to ensure execution

Qualifications

• 10+ years of relevant experience in delivering complex data rich tech transformation
• 3-5+ years of managerial experience
• Deep Expertise in Middle Office services and Investment Operations
• Extensive working knowledge of Order Management Systems (OMS)
• Proven experience implementing AI and ML automation for efficiency and new product capabilities
• Background in digital assets, DLT based trading strategies and crypto currency administration is a benefit
• Proven record in data integration and client delivery strategy
• Background in supporting Asset Manager operations
• Understanding of trade management and settlement servicing
• Experience with account, fund and asset performance and client reporting
• Technical knowledge of IBOR and ABOR management / oversight
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Proven influence management capabilities to drive delivery across all stakeholders (Ops, Tech, controls, compliance, legal, procurement, risk, finance)
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Consistently demonstrates clear and concise written and verbal communication
• Proven analytical, problem-solving, and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication
• Ability to work in a team-oriented environment

Education:

• Bachelor’s degree/University degree or equivalent experience

• Financial Engineering background a plus

• MBA or Master’s degree

• CFA Preferred

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Primary Location:

Boston Massachusetts United States

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Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Mar 17, 2026

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