Capital Planning Transformation Leader - C15/Dir - New York/Charlotte

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New York, NY, USA
In-Office
170K-300K Annually
Fintech • Financial Services
The Role

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Finance Team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Capital Planning Transformation Director position, within the Capital Planning, will report to the Head of Capital Planning Transformation. The individual will serve as an integral member of the team. This new role is a key position within the newly structured Capital Planning Transformation efforts.

This role will support Citi’s strategic initiative to define, develop and implement an enterprise-wide governance and management framework for Capital Planning and Management. This multi-year effort will transform the firm’s current Capital processes, people and platforms to ensure consistent risk identification, reporting, and management with supporting governance, procedures and controls.

The position will have visibility within the organization and engage regularly with the Capital Planning Management team. The role will be required to interact with and present to senior leadership and will serve as a subject matter expert (SME) on Capital in discussions internally and with external regulators. The role will also work with the Head of Capital Planning Transformation and other Finance and non-Finance functions throughout Citi, including the Businesses, Risk, Treasury, Financial Planning & Analysis, as well as Enterprise Technology, & Operations.

What you’ll do

  • Drive execution for the Capital Transformation book of work to on-time completion.
  • Deliver sustainable solutions in partnership with stakeholders across Finance, Technology, the lines of defence and lines of business.
  • Work with key business and technology and operations stakeholders to eliminate delivery and execution obstacles to ensure change throughput is optimised.
  • Act as a strategic advisor to peers and program leaders in the implementation and adoption of frameworks, methodologies and tools.
  • Execute against multiple contending priorities simultaneously.
  • Proactively manage potential challenges and dependencies.
  • Ensure project objectives and governance and oversight requirements are met.
  • Identify emerging execution risks or issues and actively derisk and escalate.
  • Develop and present executive management and Board level presentations that clearly articulate progress, risks, challenges and solutions.
  • Partner with Finance and Enterprise Transformation offices.
  • Actively engage with IA on transformation efforts and solutions.
  • Partner with Risk & Controls team to maintain and enhance an effective internal control’s structure.
  • Identify processes for improvement and participate in process reengineering efforts.
  • Utilize standard reporting processes.
  • Develop and deepen talent on the team; provide strategic guidance and effectively help managing the team's resources.

What we’ll need from you

  • Relevant experience within the financial services industry required, preferably with a GSIB.
  • Strong knowledge of Capital Planning and banking products/systems, including CCAR.
  • Able to navigate through a large organisation to streamline and summarise multiple information points and create repeatable processes to build consistency in presenting information.
  • Exceptional communication skills, with ability to synthesise complex concepts, and influence change.
  • Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them.
  • Strategic mindset with the ability to plan ahead to future possibilities and translate them into breakthrough strategies.Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team.
  • Proven track record of successfully guiding teams through complex, large- scale change.
  • Exemplary written and oral communication skills required ability to synthesise key messages and "storytell".
  • Experience and confidence in interfacing with executive management.
  • Ability to see the "big picture" without losing attention to detail.
  • Motivation and a desire to challenge the status quo wherever appropriate.
  • A willingness to think strategically and to act pragmatically.
  • Strong influencing, facilitation, and partnering skills.
  • Ability to work with teams as well as independently in a dynamic, fast-paced environment.
  • This role requires multi-tasking, organisation and the ability to quickly acquire and comprehend the required knowledge.
  • Bachelor's/University degree required.

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Job Family Group:

Finance

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Job Family:

Capital Planning and Management

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Time Type:

Full time

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Primary Location:

615 S COLLEGE STREET

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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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Anticipated Posting Close Date:

Apr 01, 2025

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

Citi Insights

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HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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