Head of AI/ML Solutions & Client Intelligence, Senior Vice President

Key Responsibilities

AI & Data Science Leadership

• Define and execute the strategic roadmap for AI, Machine Learning, Generative AI, and advanced analytics capabilities across Citi's client and revenue management platforms.
• Build intelligent solutions that improve client acquisition, retention, wallet-share growth, cross-selling opportunities, and relationship effectiveness.
• Develop predictive models for:
  • Client revenue forecasting
  • Client profitability optimization
  • Client churn and retention analysis
  • Coverage optimization
  • Relationship intelligence
  • Next-best-action recommendations
  • Opportunity identification
• Implement Generative AI and Agentic AI solutions to enhance banker, salesperson, relationship manager, and research analyst productivity.

Client Intelligence & Analytics

• Design and deliver advanced client intelligence solutions that leverage:
  • CRM interaction data
  • Call reports
  • Client feedback surveys
  • Research consumption data
  • Market and pricing data
  • Transaction and revenue data
  • External and alternative data sources
• Develop business intelligence capabilities that provide a comprehensive view of client relationships, engagement patterns, and growth opportunities.
• Build advanced recommendation engines and knowledge discovery capabilities that surface actionable insights to front-office teams.

Technology Leadership

• Lead end-to-end delivery of AI-powered applications from ideation through production.
• Establish scalable AI/ML platforms, MLOps practices, and model governance frameworks.
• Drive architecture decisions across:
  • Data engineering
  • Data integration
  • Machine learning platforms
  • Cloud and distributed computing
  • Real-time analytics
  • API and microservices architectures
• Ensure solutions meet Citi's standards for security, compliance, model governance, resilience, and operational excellence.

Forward-Deployed Engineering & Business Partnership

• Function as a strategic technology advisor to business stakeholders.
• Collaborate directly with senior leaders across Sales, Banking, Research, Treasury, Investor Services, Issuer Services, and Prime Finance.
• Translate business challenges into data-driven solutions and measurable outcomes.
• Drive rapid experimentation and deployment of AI capabilities aligned with strategic business priorities.

Team Leadership

• Lead, mentor, and develop a high-performing team of approximately 6 engineers and data scientists.
• Foster a culture of innovation, accountability, continuous learning, and engineering excellence.
• Build organizational AI capabilities and promote adoption of emerging technologies across the business.

Qualifications

Required Experience

• 8+ years of technology experience, including:
  • AI/ML and Data Science
  • Enterprise Application Development
  • Data Engineering
  • Analytics Platforms
  • Financial Services Technology
• 5+ years leading engineering and/or data science teams.
• Demonstrated experience delivering AI solutions in production environments.
• Experience partnering directly with business stakeholders and executive leadership.

Technical Skills

AI / Machine Learning

• Machine Learning, Deep Learning, NLP, LLMs, Generative AI
• Predictive Analytics
• Recommendation Systems
• Knowledge Graphs
• Retrieval-Augmented Generation (RAG)
• Agentic AI Architectures
• Model Evaluation and Governance

Programming & Engineering

• Python
• Java and/or .NET
• SQL
• Spark
• Distributed Data Processing
• REST APIs
• Microservices Architecture

Data & Analytics

• Data Modeling
• Data Warehousing
• Data Integration
• ETL/ELT Frameworks
• Streaming Technologies
• Data Governance
• Master Data Management
• Business Intelligence Platforms

DevOps & MLOps

• CI/CD Pipelines
• GitHub
• Kubernetes
• Docker
• Infrastructure as Code
• Model Monitoring
• Feature Stores
• MLOps Frameworks

Domain Expertise

Strong understanding of one or more of:

• Institutional Sales
• Investment Banking
• Corporate Banking
• Treasury & Trade Services
• Investor Services
• Issuer Services
• Prime Finance
• Capital Markets
• Investment Research
• Relationship Management
• Client Coverage Models

Leadership Competencies

• Strategic Thinker
• Technology Visionary
• Business Outcome Focused
• Strong Executive Presence
• Data-Driven Decision Maker
• Exceptional Communication Skills
• Talent Developer and Coach
• Collaborative Partner Across Business and Technology

Success Measures

Within the first 12–24 months, this leader will:

• Establish Citi's AI roadmap for client intelligence and relationship management platforms.
• Deliver AI-powered client intelligence and revenue growth capabilities.
• Improve banker and salesperson productivity through intelligent workflow automation.
• Enhance client profitability and coverage effectiveness through predictive analytics.
• Operationalize Generative AI solutions within CRM and client engagement platforms.
• Build a scalable AI engineering and MLOps foundation supporting enterprise growth.