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Business Transformation Lead - SVP

Job Req ID 21340999 Primary Location Jersey City, New Jersey; Short Hills, New Jersey Job Category Project and Program Management
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The Global Trust CAO supports the Global Trust and Wealth Planning business which is comprised of Wealth Planners, that drive advisory solutions and new business goals and Fiduciary Services, which provides the day to day servicing and administration of the trust structures.

This role will work within the Trust CAO team and take ownership and management of strategic projects related to our technology roadmap and control initiatives and remediation. The role will partner with all parts of the Global Private Bank including sales, service, risk, legal and compliance. The role will serve as the key interface between Trust’s CAO office and our partners across the organization to enhance and strengthen our day-to-day operating processes and controls.

The Business Transformation Lead will be responsible for delivery of assigned projects as well as ad hoc deliverables that arise from within the Trust business or from the broader Private Bank; ensuring connectivity and adherence to Private Bank Standards. This role will partner closely with the Trust Business Risk Group and will be responsible for the ongoing oversight and risk analysis of the business globally.

The candidate will be a detail oriented strategic thinker with a passion for solving complex problems and building consensus. They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization. They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables. This is a global role and will require schedule flexibility to accommodate different time zones.


Key Responsibilities

  • The Business Transformation Lead will be the “jack of all” and will work on tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience The Business Transformation Lead will also get involved in day to day ad hoc items that arise and require oversight and leadership. There is a strong emphasis on control and remedial project work
  • Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective
  • Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth
  • Partner with all constituents to ensure consistency of solutions across all trust centers
  • Own end-to-end execution of strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise
  • Design and implement regional communication strategy and control structure to ensure all stakeholders are involved in and aware of key business change activities (system, process, policy, oversight, training)
  • Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments

Technical Skills Required

  • Proven superior project management and process mapping skills – ability to translate complex business need into a well-controlled, yet simple solution, whether technology or process based
  • In depth understanding of Bank risk control requirements in a fiduciary business and ability to identify control weaknesses and build end to end project remediation and enhancements to process, including detailed process mapping, redesign of process, training and rollout
  • Critical risk analysis with ability to design permanent, systemic fixes that will exceed audit scrutiny
  • Excellent skills in communicating change and hosting training sessions
  • Advanced competency in Visio, Excel and PowerPoint and Project Management software is required
  • Adobe Professional with template creation
  • Data governance experience
  • Operations experience / knowledge
  • Outside the box thinker and change agent – must be able to move the business in new directions
  • Candidate must be a self-starter with the ability to operate independently and make decisions and exercise judgment by soliciting necessary subject matter expertise from the business and control partners
  • Proficiency in writing business requirement documents and designing and performing UAT testing scripts
  • Familiarity with Citi Private Bank systems and Citi Policy is a plus

Soft Skills Required

  • Ability to build relationships and partner across a complex organization both in person or via Zoom
  • Ability to multi-task and manage multiple simultaneous projects with strict deadlines
  • Ability to influence seniors and stakeholders outside of your span of control and come to consensus
  • Excellent time management, follow-through
  • Exceptional written and verbal communication skills
  • Strong attention to detail
  • Team player

  • Minimum Bachelor’s degree required, additional qualifications preferred
  • 10 + years of large financial institution experience
  • Work on high level regulatory / compliance technology and process redesign projects

Location of the candidate is flexible pending appropriate candidate.


Job Family Group:

Project and Program Management


Job Family:

Project Management


Time Type:


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.

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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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