Citigroup, Inc

Portfolio Planning & Investment Governance Leader - Senior Vice President

Citigroup, Inc • $141K — $212K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in technology budget management and investment lifecycles.
  • Proven leadership in financial reviews and governance within large organizations.
  • Strong expertise in project/program management office (PMO) functions and Jira workflows.
  • Experience in risk management and implementing risk escalation processes.
  • Ability to secure funding for complex technology programs and manage budget adherence.
  • Excellent collaboration and stakeholder management skills across diverse teams.
  • Data-driven decision-making with experience in financial variance analytics.

Responsibilities

  • Lead budgetary reviews and discussions for Services Technology.
  • Drive the Tech budget allocation process and refine budget models.
  • Collaborate with Tech teams to enhance investment business cases.
  • Represent Services Technology in senior-level workshops and committees.
  • Establish governance structures for tech initiatives to optimize financial performance.
  • Oversee the implementation of standardized Jira workflows for technology items.
  • Partner with data visualization teams to develop user-friendly dashboards for investment management.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) plan with company match.
  • Life, accident, and disability insurance.
  • Wellness programs to support employee health.
  • Paid time off including vacation, sick leave, and holidays.
Full Job Description
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 within Services Technology, 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.
  • Actively address the root cause of VTM (Vulnerability and Threat Management) management delays through initiatives like Starfleet.
  • Oversee the exploration and adoption of generative AI solutions (e.g., Devin.AI) for various use cases, driving productivity savings, and serving as a Services-wide AI/automation liaison.
  • Deploy JIRA automation processes for Tech mandatory EOVS (End of Version Support) and NON EOVS to automatically create and assign JIRAs to scrum teams.
  • Manage and monitor the execution of tasks and track progress towards goals for EOVS and NON EOVS programs within the TM Lifecycle.

Collaboration & Stakeholder Management
  • Foster close collaboration with central teams (e.g., CTI, STP, Services Product and Operations) and various application teams to advance strategic initiatives.
  • Build trust and empathy within the team to improve job satisfaction and productivity.
  • Collaborate with risk and control teams and SMT-delegates to simplify and optimize operating models.
  • Navigate diverse processes across multiple LOBs to achieve consensus on unified standards.
  • Engage with LOB-specific stakeholders to facilitate the TM process for program understanding and process explanation, aligning initiatives and creating Epics/Stories.

Data Analysis & Reporting
  • Partner with data visualization teams (e.g., QlikSense team) to develop and deliver user-friendly dashboards for investment management and reporting (e.g., IAM Dashboard).
  • Create weekly finance reports, communicating variances and misallocation of investment requests to stakeholders.
  • Utilize data-driven insights to inform budgetary decisions and identify areas for cost reduction.
  • Integrate comprehensive benefit insights into dashboards, encompassing potential, targeted, and realized benefits.


Qualifications / Skills

Required

  • 10+ years of experience
  • Proven experience in a lead role managing technology budgets, financial reviews, and investment lifecycles within a large organization.
  • Strong understanding and experience with governance, controls, and system enhancement implementation, specifically embedding Process Taxonomy and architectural governance.
  • Demonstrated ability to establish and improve project/program management office (PMO) functions and implement standardized Jira workflows for TM items.
  • Expertise in driving standardization of processes, particularly for Jira workflows or similar project management tools, across multiple LOBs.
  • Experience with technology mandatory initiatives, risk management, and implementing risk escalation processes.
  • Ability to secure funding and manage budget adherence for complex technology programs, including multi-year investments.
  • Demonstrated success in reducing manual reporting and driving headcount efficiencies through automation (e.g., IAM dashboard implementation).
  • Excellent collaboration, communication, and stakeholder management skills, with the ability to build consensus across diverse LOBs and partner teams (e.g., CTI).
  • Experience in leading and guiding teams, with a focus on mentorship and fostering team growth.
  • A data-driven approach to decision-making and problem-solving, with experience in financial variance analytics and roadmap traceability.
  • Proven ability to adapt strategy and demonstrate flexibility in overcoming unexpected challenges.
  • Familiarity with generative AI solutions, able to identify use cases for automation and serve as an AI/automation liaison.


Desired

  • Experience with generative AI solutions
  • Familiarity with technical risk and cyber risk management.
  • Knowledge of investment planning optimization, architectural review processes, and a comprehensive understanding of Process Taxonomy processes and functions.
  • Experience in the financial services industry.


Education:

  • Bachelor's degree/University degree in Finance, BA, management or equivalent experience
  • Master's degree preferred


Job Family Group:
Technology

Job Family:
Architecture

Time Type:
Full time

Primary Location:
Tampa Florida United States

Primary Location Full Time Salary Range:
$141,440.00 - $212,160.00

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:
Oct 09, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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