Citigroup, Inc

Head of Advisor & Branch Workspace Technology - Director

Citigroup, Inc • $170K — $300K *
Irving, TX 75061In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 15 years in a senior technology leadership role.
  • 5 years hands-on experience with enterprise-scale front office & CRM platforms (e.g., Salesforce, Microsoft Dynamics).
  • Proven track record leading large, globally distributed technology teams.
  • Significant experience within the financial services industry (Investment Banking, Wealth Management, Corporate Banking).
  • Expert-level knowledge of front office architecture, data models, and best practices.

Responsibilities

  • Develop and own the multi-year technology strategy for Workstation, aligning with business goals and driving platform adoption.
  • Oversee the entire SDLC for associated applications, ensuring stability, scalability, and security.
  • Act as the primary technology partner to senior business leaders, translating objectives into a technology roadmap.
  • Lead, mentor, and grow a global team of product managers and software engineers, fostering collaboration.
  • Ensure the platform serves as a central source for client data, driving analytics and reporting.
  • Architect and manage seamless integration with other enterprise systems.
  • Manage relationships with technology vendors and oversee budget and financial planning.

Benefits

  • Medical, dental & vision coverage.
  • 401(k) retirement plan.
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off including vacation, sick leave, and paid holidays.
Full Job Description
This Director position seeks a visionary and experienced technology leader to define and execute the strategic direction for the Advisors, Branch and broader front office desktop needs within retail banking & wealth management. The role involves leading a global team to deliver, enhance, and manage technology platforms that support client-facing teams, drive business growth, and improve operational efficiency.

Key Responsibilities:
  • Strategic Leadership & Vision: Develop and own the multi-year technology strategy for Workstation, including CRM and practice management, aligning with business goals, championing innovation, and driving platform adoption.
  • Platform Ownership & Delivery: Oversee the entire SDLC for associated applications, ensuring stability, scalability, and security.
  • Stakeholder Partnership: Act as the primary technology partner to senior business leaders, translating objectives into a scalable technology roadmap and delivering measurable value.
  • Team Management & Development: Lead, mentor, and grow a global team of product managers, software engineers, and business analysts, fostering excellence and collaboration.
  • Data & Analytics Strategy: Ensure the platform serves as a central source of truth for client data, driving advanced analytics, reporting dashboards, and AI-driven insights.
  • System Integration: Architect and manage seamless integration with other enterprise systems (e.g., marketing automation, data warehouses, core banking platforms).
  • Vendor & Financial Management: Manage relationships with key technology vendors (e.g., Salesforce) and oversee the budget, forecasting, and financial planning for the technology portfolio.
  • Governance & Compliance: Ensure all solutions adhere to strict enterprise-wide standards for data privacy, information security, and regulatory compliance.

Qualifications:
  • Experience:
    • 15 years in a senior technology leadership role.
    • 5 years hands-on experience with enterprise-scale front office & CRM platforms (e.g., Salesforce, Microsoft Dynamics).
    • Proven track record leading large, globally distributed technology teams.
    • Significant experience within the financial services industry (Investment Banking, Wealth Management, Corporate Banking).
  • Skills:
    • Expert-level knowledge of front office architecture, data models, and best practices.
    • Ability to partner with and influence senior business executives.
    • Exceptional leadership, communication, and interpersonal skills.
    • Strong strategic thinking and problem-solving abilities.
    • Proficiency in Agile and DevOps methodologies.
    • Strong financial acumen and experience managing significant budgets.
  • Education: Bachelor's degree in computer science, Information Technology, Engineering, or a related field.


Preferred Qualifications:
  • Master's degree or MBA.
  • Salesforce certifications (e.g., Salesforce Certified Technical Architect, Application Architect).
  • Experience leading large-scale digital transformation projects in complex, regulated environments.
  • Knowledge of AI/ML applications within a CRM context (e.g., predictive analytics, lead scoring).


Job Family Group:
Technology

Job Family:
Applications Development

Time Type:
Full time

Primary Location:
Jersey City New Jersey United States

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.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jun 08, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

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Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

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Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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