Wealth Technology - Head of Investment Solutions Data & Analytics, Director

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Job Overview

Overview of the Role:

Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth, and ultra-high net worth clients globally. We are committed to service excellence and seizing opportunities for our clients through the wealth continuum. The technology organization is building a purpose-driven team to serve its globally diverse, digitally forward customers. We are seeking 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. The Role We are seeking a highly skilled and experienced senior data leader to join our Wealth Manage

Citi Wealth is transforming its investment technology ecosystem to be data-driven, AI-enabled, and real-time. The organization seeks a Head of Investment Solutions Data & Analytics to lead the design, engineering, and operation of high-performance, enterprise-grade data platforms, pipelines, and integration layers that power all investment solutions.

This product-agnostic role will ensure data flows seamlessly across custody, trading, portfolio, and advisory platforms, enabling analytics, AI/ML decisioning, and insight delivery at scale. The candidate will be responsible for building the end-to-end data architecture—from ingestion and integration to pipelines, storage, and analytics consumption.

Key Responsibilities

1. Data Integration & Platform Strategy

• Define and execute a modern data strategy for Investment Solutions, focused on platform-first, product-agnostic architecture
• Build and maintain scalable, cloud-native data platforms that integrate:
  • Custody, clearing, and post-trade systems
  • Portfolio and risk engines
  • Market data and alternative data sources
  • Client and advisor-facing systems
  • Ensure real-time and batch integration pipelines support analytics, AI, and operational systems

2. Data Engineering & Pipeline Ownership

Lead the design and engineering of end-to-end data pipelines for:

• Trade and portfolio data ingestion
• Market and reference data integration
• Position, cash, and transaction reconciliation
• Performance, attribution, and risk data feeds
• Implement streaming and event-driven architectures to enable real-time analytics and decisioning
• Ensure scalable, resilient, and observable pipelines with monitoring, alerting, and automated recovery

3. Advanced Analytics & AI Enablement

Enable AI/ML capabilities by providing:

• High-quality, integrated, and curated data sets
• Feature stores and model-ready datasets
• Real-time data feeds for predictive analytics and AI-powered recommendations
• Collaborate with portfolio management, trading, and risk teams to embed data-driven decisioning
• Implement MLOps practices for model deployment and monitoring

4. Data Governance, Quality & Control

• Establish enterprise-grade data governance including:
  • Lineage, metadata, and catalog management
  • Data quality, validation, and reconciliation
  • Regulatory and compliance-aligned data controls
  • Ensure consistent, accurate, and trusted data across all investment solutions

5. Reporting, Insights & Integration

• Enable self-service analytics and visualization platforms for business and advisory teams
• Ensure integrated data pipelines support both real-time insights and historical reporting
• Enable cross-platform interoperability with API-first access and event-driven data delivery

6. Leadership & Talent

Build and lead a global, high-performing data engineering and analytics organization

Attract and develop talent in:

• Data engineering and integration
• Cloud-native data platforms
• AI/ML data pipelines and analytics
• Foster a culture of engineering excellence, data ownership, and innovation

Must-Have Qualifications

• 15+ years in financial services technology with strong experience in data integration, engineering, and analytics
• Deep experience building end-to-end data pipelines, cloud-native platforms, and integration layers

Expertise with:

• Data ingestion, transformation, and storage (ETL, ELT, streaming pipelines)
• Cloud platforms (AWS, Azure, GCP) and modern data architectures
• API and event-driven integration frameworks
• High-volume, real-time data systems in trading or investment workflows
• Proven ability to deliver enterprise-grade data platforms supporting analytics, AI, and decisioning
• Experience in data governance, lineage, and quality frameworks
• Familiarity with investment workflows, portfolio management, and risk systems
• Strong leadership and ability to influence executive stakeholders

Nice-to-Have Qualifications

• Hands-on experience with AI/ML pipelines and feature engineering for investment solutions Experience integrating multi-asset class data across custody, clearing, and trading Knowledge of UMA platforms, model portfolios, and portfolio optimization engines Experience with business intelligence tools (Power BI, Tableau, Looker) Familiarity with regulatory and fiduciary reporting requirements Prior exposure to data mesh or platform-as-a-service models

Leadership Profile

• Platform-minded, with deep expertise in data integration, pipelines, and engineering
• Able to translate complex investment data flows into scalable, reusable platform capabilities
• Collaborative and capable of bridging business, technology, and analytics teams
• Results-driven, with strong ownership and execution in large-scale, complex transformations

Why This Role Matters

This role is critical to Citi Wealth’s transformation into a data-first, AI-enabled investment platform. By leading integration, engineering, and pipeline excellence, this position ensures that accurate, real-time, and actionable data flows seamlessly across platforms, enabling smarter investment decisions, personalized client experiences, and operational efficiency at scale.

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Job Family Group:

Technology

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Job Family:

Applications Development

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Time Type:

Full time

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Primary Location:

Jersey City New Jersey United States

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Primary Location Full Time Salary Range:

$170,000.00 - $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:

Apr 09, 2026

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