Wealth Technology Book of Work reporting and Intake Lead, SVP

Wealth Technology Book of Work reporting and Intake lead

The primary purpose of this role is to support governance and facilitation of end to end Wealth Technology Book of Work (BoW) reporting and handling communication with business and technology partners. Playing a role of single point of contact for business partner and investment requests sponsors for BoW Intake/Demand queries. Role requires end to end deep understanding of BoW complexity considering annual planning, intake, demand, financial and capacity management aspects.

Key Responsibilities:

• Plan, create, maintain all BoW reports and data analysis for CGW technology and business partners
• Being the single point of contact for business on any BoW Intake/Demand queries
• Manage communication and reporting across Business/Tech SMT/Tech Planning
• Provides regular reports and updates to management, ensures alignment of conflicting program priorities to common goals.
• Reporting backlog, backlog management with business to find funds & resolve
• Provide overall support across Demand/Intake workstreams including BoW Planning, investment request budget management, backlog management, BoW execution
• Drive holistic and consistent view of the Book of Work across CGW products and regions
• Facilitate execution strategy and determine timelines in close partnership with CGW Finance to deliver Book of Work with Annual Plan and Outlook/MYF updates
• Drive partnership with stakeholders across the Business, Technology, Global Functions, Regions and Finance, delivering a holistic and cohesive view
• When there is more demand than capacity this individual works with Technology and the business to review the different trade-offs to determine which projects move ahead and which get canceled.  Facilitates the conversations, makes sure we have the right data and makes the trade-off recommendations based on the data.
• Works with the Technology managers to understand their technology capacity
• Develops relationships across all business and functions partners.
• Influences and negotiates with senior leaders (across functions)

Knowledge/Experience:

• Experience with annual budgeting process, demand management and negotiating across multiple parties.
• Experience in project / program delivery.
• Experience interacting with senior management on a regular basis.
• Track record of driving cooperation in multi-country environment.
• Experience in financial area and Citi Project Tracking System(PTS) would be an advantage.

Qualification & Skills:

• 10+ years of experience in a technology planning or program management role.
• Subject matter expert in one or more areas of technology planning.
• Consistently detail-oriented and well organized
• Goal-oriented, and able to multi-task, having prioritization capabilities and manage to deadlines
• Collaborating and influencing business stakeholders: Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization.
• Communicating complex topics: Exceptional communication skills, both verbal and written, including horizontal and vertical logic and executive presentations.
• Adaptable: Strong work-ethic, innovative and adaptable with positive attitude and willingness / ability to pick up work quickly when and where needed
• Strong analytic skills
• Ability to identify and manage key risks and issues
• Sensitive to cultural and background differences and environments
• Confident and assertive
• Takes ownership and accountability for assigned work.
• Being experienced in PowerPoint and Excel.

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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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