Citi Wealth Technology - Head of Digital Advisory and Financial Planning Experience

Overview of Citi:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.

Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.

Job Overview

Citi Wealth is seeking a highly experienced and visionary leader to join our team as the Head of Digital Advisory and Financial Planning Experience Technology. This critical role will be responsible for defining, developing, and executing the technology strategy and roadmap for our digital advisory platforms and financial planning tools, enabling our advisors and clients to achieve their financial goals through innovative, intuitive, and scalable solutions.

The successful candidate will lead a global team of engineers working closely with business stakeholders, product owners, design teams, and other technology groups to deliver best-in-class digital experiences. This role requires a deep understanding of wealth management, financial planning methodologies, digital advisory solutions, and a proven track record in leading large-scale technology transformations in a complex financial services environment, with a strong emphasis on modern technical stacks and AI-driven experiences.

Key Responsibilities

• Strategic Leadership: Develop and articulate a compelling technology vision and strategy for digital advisory and financial planning within Citi Wealth, aligning with overall business objectives and long-term growth aspirations. This includes identifying opportunities for leveraging emerging technologies, particularly Artificial Intelligence and Machine Learning.
• Roadmap Definition & Execution: Own the end-to-end technology roadmap, including prioritization, resource allocation, and timely delivery of features and platforms that enhance the advisor and client experience. Drive the adoption of cutting-edge technologies for responsive and scalable solutions.
• Team Leadership & Development: Lead, mentor, and grow a high-performing global technology team, fostering a culture of innovation, collaboration, and continuous improvement. Provide technical guidance and architectural oversight, particularly for teams working with modern frontend (e.g., Angular) and backend (e.g., Spring Boot) frameworks.
• Platform Modernization & AI Integration: Drive the modernization of existing platforms and the adoption of new technologies (e.g., AI/ML, cloud-native architectures, advanced analytics) to create a flexible, scalable, and resilient technology ecosystem. Specifically, lead the development and integration of AI-powered experiences to enhance financial planning and advisory services.
• Technical Architecture & Standards: Define and enforce robust technical architecture standards, ensuring solutions are built with scalability, security, and performance in mind. Guide the selection and implementation of core technologies like Spring for microservices and Angular for rich user interfaces.
• Stakeholder Management: Collaborate extensively with senior business leaders, product m