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Wealth Workflow Transformation Lead - Hybrid

Irving, Texas| New York, New York

Job Req ID 22555092
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Citi is undergoing a Transformation to modernize and simplify the bank. We’re raising the bar and taking the opportunity to reevaluate the way we do business. This includes fostering a culture of curiosity and excellence and shifting our mindset to be simpler and data driven, making Citi an easier place to work and improving client experience. If you’re ready to be at the forefront of Transformation while taking your career to the next level, we invite you to come and join us!

Success Profile

As one of the world’s most global banks, Citi gives you the tools to make a difference. Through Transformation, we’re building the future of the bank and shaping the banking industry. Citi employs over 220,000 individuals located around the world, encompassing a broad range of teams, roles, cultures and backgrounds. Some of the skills that will make you successful in this role include:

  • Cross-Functional Collaboration
  • Credible Challenge
  • Risk Management
  • Data and Results Driven
  • Accountable
  • Adaptable


Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.

Citi Global Wealth (CGW) is an integration of Citi Private Bank and the Consumer Wealth organization into a single platform enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of CGW, which is to be the leading wealth management provider globally. We’re looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients. We define success by our Citi Leadership Standards: Develops our People, Drives Value for Clients, Works as a Partner, Champions Progress, Lives our Values and Delivers results.

Overview of the Role:

Reporting to the Wealth Workflow Transformation Lead, Workflow Intake Lead is responsible for working closely with the Citi Private Bank Lines of Businesses (LOBs) in establishing and executing the roadmap for business process workflow.


  • Formulate and define systems scope and objectives for complex projects and define roadmap for the workflow transformation program

  • Foster communication between business leaders and IT

  • Consult with stakeholders to solve complex system issues/problems through in-depth evaluation of business processes, systems and industry standards and recommends solutions

  • Support system change processes from requirements through implementation and provide input based on analysis of information

  • Consult with business clients to determine business roadmap for transformation and end to end accountability from planning to delivery for the workflow transformation of the line of business

  • Work with product owner and tech stakeholders to create program backlog and prioritize and create roadmap for the transformation

  • Create high level statement of work and share with stakeholders to enable sizing, forecast and planning. Stakeholders include Business, Development, Testing / UAT and deployment partners.

  •  Come up with creative solutioning especially when needed to mitigate scope and capacity risks

  • Providing vision, strategic leadership and operational direction to workflow implementation.  

  •  Building an Agile/Adaptive culture/team, managing workflow transformation projects with evolving         requirements but fixed timescales.

  • Collaborate with Senior Management on cross functional areas and other programs, as appropriate.

  •  Providing a disruptive, forward-looking mindset, challenging the status quo, articulating, communicating and inspiring various levels of management to achieve an aggressive technological transformational agenda.

  • Act as advisor or coach to new or lower level analysts and work as a team to achieve business objectives, performing other duties and functions as assigned

  • Has the ability to operate with a limited level of direct supervision.

  • Can exercise independence of judgement and autonomy.

  • Acts as SME to senior stakeholders and /or other team members.

  • 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.

Organizational Scope and Accountability:

  • Client Franchise: Strong interaction with Business and tech teams. Represent CGW on key Senior Management forums at Regional and Global levels, Performance meetings and Business/Product/cluster reviews in conjunction with the Finance Planning units.

  • Incumbent will provide vision, leadership and direction for Strategy initiatives; and drive organizational effectiveness, global optimizations, and superior products / services within an environment of continuous learning & growth.

  • Champion an inclusive and diverse global mindset in order to attract a deep and diverse talent pool within the organization that includes effective coaching and development.

  • Ultimate accountability for management of business value outcomes (revenue, cost and services) and delivery provided to CGW. This includes driving excellence in delivery, risk mitigation, compliance, financial commitments, and talent management.

  • Evaluate opportunities and enable measurable improvements quickly and best utilize resources, while building an automation roadmap that matches strategy and direction.

  • Establish and maintain a high performing, open culture based on integrity and strong partnership and financial responsibility.

  • Develop a strong functional SME team which is working closely with sub functions within CGW in the regional and country teams

  • Maintain strong relationships with senior business partners, control organizations, other technology functions, and external regulators and vendors.

  • Manage release management, beta testing, gradual customer rollout and track feature adoption in the markets

  • Strong communication skills, ability to chair senior dialogue in high-pressured environment, attention to detail, ability to identify risks and manage escalation appropriately within the organization.

  • Good negotiation, influencing and stakeholder management skills


  • The ideal candidate will possess 10+ years of progressive senior technology leadership experience leading transformational technology efforts, ideally in the financial sector or mid-size Fintech companies.

  • Knowledge of PEGA / workflow transformation implementation is a must.

  • Having prior digital transformation leadership experience is a nice to have.

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


Job Family Group:



Job Family:

Applications Development


Time Type:

Full time


Primary Location:

Irving Texas United States


Primary Location Salary Range:

$150,940.00 - $226,410.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Success Stories

Usman B.

Usman B.

“By joining Transformation, you will be at the center of driving change at Citi. You’ll help us lay the foundation to make this a better place to work and do business by implementing sound risk and controls. This team will give you a launchpad of endless opportunities to grow as a professional and challenge yourself while working across various functions.”

Risk & Controls Transformation Lead
New York

Cynthia D.

Cynthia D.

“Citi hires people for their potential and not just their experience. This gives people, including myself, the opportunity to try different roles and explore new careers. Transformation at Citi is a new adventure and will challenge how we do things at Citi: with clients, with regulators and with our peers.”

Mexico Transformation Head

Dan F.

Dan F.

“Data Transformation is a great area to be a part of at Citi. Data is at the heart of our business and ensuring that our data is of good quality with clear ownership is imperative to our success.”

Data Operating Model and Governance Program Lead
New York


Shahzad A.

“This is an exciting area to work in at Citi! Being part of Transforming a 200+ year-old institution is a once in a lifetime opportunity. This is relatively new work, so not only you can learn new skills and get exposure, but you can play a pivotal role in shaping the Citi of the future.”

Data Tooling and Capability Head

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