The Head of Wealth Investment Planning, Business Process Optimization and Value Assurance is a critical leadership role within the Wealth COO playing at the intersection of Strategy, Business and Technology to shape tech-enabled business and value-back strategic priorities intended to radically transform, simplify and streamline critical capabilities, end-to-end journeys and platforms. This role reports to the Wealth COO, requires strong business acumen and effective collaboration across Wealth Business, Functions (e.g., Controls, Operations) and Technology partners as well as broader enterprise stakeholder group (e.g., Technology, COO, Finance).
Key Responsibilities
- Spearhead Investment Planning operating processes, including defining and operationalizing guidelines and cadences closely connected to the strategy and outcomes the business is looking to achieve. As part of this process, the leader will shape and lead prioritization across competing priorities of the integrated tech-enabled Book of Work informed by business value, risk reduction, strategic alignment.
- Define and hold the bar for initiatives scoping, prioritizing process automation, simplification and ensuring solutions scoped to support ultimate objectives, and business casing with an eye towards close linkage between work and value creation.
- Operationalize agile intake toll-gates, prioritization, and resource allocation to ensure the most optimal resource deployment (e.g., funding and resources)
- Run governance processes to ensure delivery against commitments and responsible investment discipline
- Execute, in close partnership with the Finance and Productivity function, value assurance disciplines and linkages to the Wealth P&L, where relevant – i.e., track ROI through structured governance forums, regular business, metric and spend reviews including identifying areas where interventions are required
- Oversee an integrated blueprint of critical capabilities and maturity levels and maintain a roadmap to propel Citi Wealth towards its strategic goals. As part of this responsibility, analyze the current landscape (e.g., journeys, platforms, technology), identify gaps and opportunities for investment to simplify and transform the business
- For priority areas, lead teams through process discovery and mapping exercises to document ‘as is’ processes and design optimized ‘to-be’ processes
- Maintain centralized repository of process documentation.
- Work closely with Technology partners to align the book of work with the target-state technology and data architecture
- Promote the adoption of Agile methodologies across the organization, driving an end-to-end value-oriented approach and adapting agile principles to process improvement.
Skills, Knowledge and Experience
- 15+ years' experience in Financial Services with 5+ years in Technology or Digital Strategy, leading transformations and developing/executing roadmaps for complex global businesses. Experience with business process mapping solutions a plus.
- Demonstrated experience operating at the intersection of Business and Technology, translating strategic priorities into actionable, well-governed investment and delivery plans.
- Understanding and experience with Lean Agile frameworks and complex Agile projects (Lean/Product Owner certifications preferred), including hands-on experience building tech-enabled products or capabilities.
- Deep understanding of Wealth products, business management, architecture, network, and regulatory responsibilities.
- Strong understanding of operations, execution points, and taxonomy design.
- Proven leadership, communication, and collaboration skills, with the ability to influence across all levels.
- Ability to manage through influence, build rapport with senior stakeholders, and drive execution in a matrixed environment.
- Risk-based thinking and analytical mindset.
- Experience working in a global, matrixed environment, and building and leading high-performing teams.
- Proficient in Microsoft Office Suite; experience with Lean/Six Sigma a plus.
- Extensive experience in strategic thinking and problem-solving skills.
- Consulting experience with expertise in product/platform strategy and enterprise agile transformation strongly preferred.
Education
- Undergraduate degree in finance or related discipline with substantial technology experience required.
- Master's degree preferred.
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Process Re-Engineering------------------------------------------------------
Time Type:Full time------------------------------------------------------
Primary Location:New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:$250,000.00 - $500,000.00
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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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 05, 2026------------------------------------------------------
Automated Processing and AIWe 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.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.
Skills Required
- 15+ years of experience in financial services
- 5+ years of experience in technology or digital strategy
- Experience leading transformations and developing and executing roadmaps for complex global businesses
- Experience operating at the intersection of business and technology
- Experience translating strategic priorities into governed investment and delivery plans
- Experience with Lean Agile frameworks and complex Agile projects
- Hands-on experience building technology-enabled products or capabilities
- Deep understanding of Wealth products, business management, architecture, network, and regulatory responsibilities
- Strong understanding of operations, execution points, and taxonomy design
- Proven leadership, communication, and collaboration skills
- Ability to influence across all organizational levels and manage through influence
- Experience driving execution in a matrixed environment
- Risk-based thinking and analytical mindset
- Experience working in a global, matrixed environment
- Experience building and leading high-performing teams
- Proficiency in Microsoft Office Suite
- Strategic thinking and problem-solving skills
- Undergraduate degree in finance or a related discipline with substantial technology experience
- Experience with business process mapping solutions
- Lean or Six Sigma experience
- Lean or Product Owner certification
- Consulting experience
- Expertise in product or platform strategy
- Expertise in enterprise Agile transformation
- Master's degree
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.
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Healthcare Strength — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
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Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
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Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.
Citi Insights
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