Portfolio Planning & Investment Governance Leader – Senior Vice President

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 Description Summary

We are seeking a highly motivated and experienced Senior Manager to lead critical technology program management, Investment governance, and strategic initiatives within Services Technology. This role involves significant leadership in budgetary processes, investment lifecycle management, governance frameworks, and driving automation and efficiency through innovative solutions. The successful candidate will play a pivotal role in ensuring financial discipline, optimizing risk management, and fostering collaboration across diverse stakeholder groups, with a focus on enhancing transparency, traceability, and proactive management of technology investments.

Key Responsibilities

Strategic Oversight & Financial Governance

• Lead budgetary reviews and discussions for Services and Services Technology, supporting senior leadership in check and challenge processes

• Drive the Tech mandatory budget allocation process, including collecting estimates from relevant applications and refining a robust budget allocation model

• Provide accurate, thorough information and data related to Services Technology investments to senior management

• Proactively collaborate with Tech and product teams to enhance investment business cases where augmentation is required

• Represent Services Technology at all senior-level workshops and Steering Committees related to the Investment Lifecycle, ensuring Services Tech needs and perspectives are well-represented

• Establish and maintain solid governance structures for tech mandatory initiatives, ensuring adherence to budget targets and optimizing financial performance.

• Manage the TM Program Governance & Budget, contributing significantly to financial discipline and alignment with LOB financial investment and risk management appetites.

• Reduce residual risk in the investment lifecycle by embedding CEAM, architectural governance, and proactive control checks into intake, planning, execution, and benefit realization.

• Formalize a review cadence with lead architects against the tech strategy roadmap and principles, including application health and CI/CD readiness to reduce long-term TCO and technical debt.

• Ensure proper categorization of Investment Requests (IRs) based on benefit types (HC, non-HC cost saves, TCO, tech productivity, revenue protection).

• Oversee the integration of comprehensive risk and control frameworks directly into the TM operating model for proactive identification, assessment, and reporting.

Program & Project Management

• Provide guidance and support for Architecture & Shared Services  PMO management.

• Drive the implementation of standardized Jira workflows for technology mandatory items across all Services Technology LOBs.