Wealth Technology - Head of Platforms, 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 Investment Solutions is transforming its investment technology landscape to compete in a world defined by platform ecosystems, real-time intelligence, and AI-driven personalization.

We are seeking a Head of Platforms to build and lead the next generation of AI-enabled, product-agnostic platforms that power the full lifecycle of Wealth Investment Solutions.

This role is foundational—not aligned to any single product or asset class. Instead, it is responsible for creating horizontal, reusable platform capabilities that serve all investment products (equities, fixed income, alternatives, structured products, annuities) and all channels (advisor-led, digital, hybrid).

The successful candidate will define and execute a vision where platforms evolve from systems of record and workflow into systems of intelligence and decisioning, embedding AI deeply into the fabric of investment processes.

Key Responsibilities

1. Platform Strategy & Transformation

• Define and execute a platform-first, product-agnostic technology strategy
• Lead the transition from fragmented, product-centric systems to a composable, API-driven platform ecosystem
• Establish a target-state architecture that is modular, scalable, and cloud-native
• Drive platform reuse, standardization, and reduction of duplication across the investment landscape

2. Build Horizontal, Reusable Platforms

• Own and evolve core platforms that serve all investment solutions:
• Portfolio Construction & Management (UMA, models, overlays, constraints)
• Order Management, Rebalancing & Execution, Investment Data, Performance & Analytics
• Product Manufacturing & Lifecycle Platforms (abstracted from product silos)
• API & Experience Enablement Platforms powering advisor and client channels

3. AI-Enabled Decisioning Platforms

• Embed AI as a native platform capability, not an overlay
• Build decision-centric platforms supporting:
• Portfolio optimization and personalization
• Intelligent rebalancing and execution
• Product recommendation and suitability
• Real-time risk monitoring
• Establish closed-loop intelligence systems (data → insight → decision → action → learning)
• Deliver reusable AI services (recommendation engines, copilots, decision engines)

4. Modern Engineering & Architecture

Drive adoption of:

• Cloud-native architectures (AWS/GCP)
• Microservices, APIs, and event-driven systems
• Real-time streaming data platforms
• Establish engineering excellence through:
• DevSecOps and CI/CD
• Site Reliability Engineering (SRE)
• Observability, resiliency, and scalability patterns
• Promote API-as-a-product mindset across the organization

5. Data & AI Platform Convergence

Build unified platforms integrating data engineering and AI/ML capabilities

Enable:

• Real-time and batch data pipelines
• Feature stores and model lifecycle management (MLOps)
• Scalable AI deployment frameworks
• Ensure strong data governance, lineage, and quality controls

6. Ecosystem & Integration

• Enable seamless integration across:
• Internal Citi platforms (banking, markets, risk, data, Services)
• External partners (custodians, market data providers, fintechs)
• Design interoperable, extensible platforms to reduce vendor lock-in
• Establish standardized APIs and event contracts

7. Risk, Controls & Compliance

• Embed controls, auditability, and explainability into platform design
• Ensure compliance with regulatory and fiduciary requirements
• Implement Responsible AI frameworks (bias detection, explainability, monitoring)

8. Leadership & Talent

• Build and lead a high-performing global platform engineering organization
• Attract and develop talent in distributed systems, data engineering, and AI platforms
• Foster a culture of innovation, ownership, and engineering excellence
• Act as a senior technology advisor to business and executive leadership

Must-Have Qualifications

• 20+ years of experience in financial services or adjacent industries,
• with strong exposure to wealth or investment management technology
• Proven track record of leading large-scale platform transformations in complex, global organizations
• Deep expertise in modern platform architecture, including:
• Microservices, APIs, and event-driven systems
• Cloud-native engineering (AWS and /or GCP)
• Distributed systems and high-scale platforms
• Demonstrated experience building product-agnostic, reusable platform capabilities
• Strong experience integrating data platforms and AI/ML capabilities into production systems

Hands-on understanding of:

• Portfolio management, trading, and investment lifecycle workflows
• Real-time data and decisioning systems
• Proven ability to lead large global engineering teams and significant technology budgets
• Strong executive presence with ability to influence C-suite and senior stakeholders
• Experience operating in highly regulated environments with strong risk and control frameworks

Nice-to-Have Qualifications

• Direct experience building AI-native or decisioning platforms in wealth or asset management
• Exposure to Generative AI use cases (advisor copilots, client interaction, automated insights)
• Experience with UMA platforms, model management, and multi-asset portfolio construction
• Familiarity with alternatives, structured products, and annuities platforms
• Experience implementing MLOps frameworks and enterprise AI governance
• Prior experience driving cloud transformation at enterprise scale
• Exposure to platform operating models (platform-as-a-product, internal developer platforms)
• Background in capital markets or institutional asset management technology
• Advanced degree in Computer Science, Engineering, Finance, or related field

Leadership Profile

• Platform-first thinker with the ability to abstract business capabilities into reusable services
• Strong balance of strategic vision and execution discipline
• Ability to operate effectively in ambiguity and transformation environments
• Commercially minded, with focus on business outcomes and value creation
• Exceptional communicator who can translate complex technology into business impact
• High ownership, resilience, and ability to drive change at scale

Why This Role Matters

This role will define the technology backbone of Citi Wealth’s future investment ecosystem.

The ideal candidate will:

• Build the core platform layer powering all investment solutions
• Enable AI-driven, real-time decisioning at scale
• Drive Citi’s evolution from fragmented systems to a unified, intelligent platform ecosystem

This is a unique opportunity to shape the next generation of wealth technology, combining platform engineering, data, and AI to deliver differentiated client and advisor outcomes.

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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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