NAM and LATAM Wealth Markets Technology Head

Reposted Yesterday
Be an Early Applicant
Jersey City, NJ, USA
In-Office
177K-265K Annually
Senior level
Fintech • Financial Services
The Role
The role involves leading application systems analysis, programming activities, and integrating functions to enhance processes while managing multiple projects.
Summary Generated by Built In
Overview

The NAM and LATAM Wealth Markets Technology Head will be a senior leader accountable for delivering the business priorities of the North America and Latin America Wealth Markets segment. This critical role involves defining and implementing the Wealth Markets platform strategy, driving the technological evolution towards a target state, and acting as the primary senior technology liaison for Wealth Markets business leadership in the New York/New Jersey area. The successful candidate will lead the technology strategy and execution for equity trading within Wealth Markets, ensuring robust compliance with complex regulatory requirements in the US jurisdiction.

Responsibilities
  • Strategic Leadership: Define and execute the technology strategy for NAM / LATAM Wealth Markets, aligning with business objectives and growth priorities.
  • Platform Implementation: Lead the implementation and enhancement of the Wealth Markets platform, ensuring a seamless transition to the desired target state architecture.
  • Business Partnership: Serve as a senior liaison to Wealth Markets business leadership, translating business needs into technology solutions and influencing strategic decisions.
  • Equity Trading Technology: Oversee all aspects of technology supporting equity trading operations, including order management, execution, and post-trade processing.
  • Regulatory Compliance: Ensure all technology solutions and processes are in strict compliance with relevant US equity trading regulations, actively monitoring changes and adapting systems as required. This includes considering new and proposed regulations that impact market structure, order execution, and data reporting.
  • Team Management: Build, mentor, and lead high-performing technology teams responsible for development, support, and innovation in the Wealth Markets domain.
  • Risk Management: Identify and mitigate technology-related risks, ensuring the resilience, security, and stability of Wealth Markets platforms.
  • Integration and Process Enhancement: Lead the integration of functions to meet goals, deploy new products, and enhance processes.
  • Solution Development: Analyze complex business processes, system processes, and industry standards to define and develop solutions to high-level problems.
  • Architectural Guidance: Provide expertise in areas of advanced knowledge of applications programming and plan assignments involving large budgets, cross-functional projects, or multiple projects.
  • Methodology Development: Develop application methodologies and standards for program analysis, design, coding, testing, debugging, and implementation.
  • System Design: Consult with end-users to identify system function specifications and incorporate them into overall system design.
  • Mentorship: Allocate work and act as an advisor/coach for developers, analysts, and new team members.
  • Influence and Negotiation: Influence and negotiate with senior leaders and communicate with external parties.
  • Risk Assessment: Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.
Qualifications
  • Wealth Markets Expertise: Extensive experience and deep understanding of the Wealth Markets technology domain, specifically within North America and Latin America.
  • Equity Trading Landscape: In-depth knowledge of the equity trading landscape, market structure, and operational workflows within the US, including front-to-back office processes.
  • Regulatory Acumen: Proven expertise and practical experience in navigating and implementing solutions compliant with key US equity trading and wealth management regulations, including:
    • Consolidated Audit Trail (CAT): Comprehensive understanding of CAT reporting requirements, fee structures, funding models, evolving exemptions, and impacts of extended trading hours. Ability to ensure technology systems accurately capture and submit required data to the CAT Central Repository.
    • Regulation National Market System (Reg NMS): Strong grasp of rules governing market access, order protection (Rule 611), and the dissemination of market data, including odd-lot information. Knowledge of recent and upcoming changes related to tick sizes, access fees, lot sizes, and their impact on equity market structure and order routing practices.
    • Regulation Best Interest (Reg BI): Expertise in designing and implementing technology solutions that support broker-dealers in fulfilling their "best interest" obligation to retail customers. Understanding of requirements related to product and investment-strategy recommendations, conflicts of interest, and disclosure obligations. Experience with compliance challenges and best practices for complex products and vulnerable investors.
    • Other US Regulations: Familiarity with amendments to Rule 605 (disclosure requirements for order execution), and proposed rules such as the "Order Competition Rule" and "Regulation Best Execution." Understanding of evolving regulations related to crypto-assets ("Project Crypto") and their potential impact on trading platforms.
  • Platform Strategy & Execution: Demonstrated success in defining and executing complex technology platform strategies from conception to production.
  • Stakeholder Management: Exceptional ability to engage and influence diverse stakeholders, including business leaders, regulatory bodies, and cross-functional technology teams.
  • Leadership & Innovation: Strong leadership skills with a track record of driving innovation, fostering a culture of excellence, and managing large-scale technology initiatives.
  • Technical Acumen: Solid understanding of modern technology stacks, architectural patterns, and engineering best practices relevant to financial services, especially in high-performance trading environments. Experience with market data systems, order management systems (OMS), execution management systems (EMS), and trading analytics platforms.
  • Communication: Excellent verbal and written communication skills, with the ability to articulate complex technical concepts to non-technical audiences.
  • Relevant Experience: 10+ years of relevant experience, including experience in implementing projects, systems analysis, and programming of software applications.
  • Subject Matter Expert (SME): Demonstrated SME in Applications Development and client core business functions.
  • Leadership & Project Management: Demonstrated leadership, project management, and development skills.
  • Relationship Building: Strong relationship and consensus-building skills.
Education
  • Bachelor's degree/University degree or equivalent experience.
  • Master's degree preferred.

Qualifications:

  • 10+ years of relevant experience
  • Experience in implementing projects
  • Experience in systems analysis and programming of software applications
  • Demonstrated Subject Matter Expert (SME) in area(s) of Applications Development
  • Demonstrated knowledge of client core business functions
  • Demonstrated leadership, project management, and development skills
  • Relationship and consensus building skills

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Job Family Group: Technology

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Job Family:Applications Development

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Time Type:Full time

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Primary Location:Jersey City New Jersey United States

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Primary Location Full Time Salary Range:$176,720.00 - $265,080.00


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.

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

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Anticipated Posting Close Date:May 12, 2026

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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

  • 10+ years of relevant experience
  • Experience in implementing projects
  • Experience in systems analysis and programming of software applications
  • Demonstrated Subject Matter Expert (SME) in area(s) of Applications Development
  • Demonstrated knowledge of client core business functions
  • Demonstrated leadership, project management, and development skills
  • Relationship and consensus building skills

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.

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The Company
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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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