Platform Director

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
214K-292K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Leads the strategy, roadmap, and delivery of Salesforce-based Wealth Management platforms and integrated systems. Oversees agile engineering, configuration, and vendor teams; ensures platform resilience, quality, security, and alignment with enterprise architecture. Partners with Wealth executives to translate business and regulatory priorities into scalable technology solutions, defines success metrics, and improves advisor and client journeys. Requires extensive Salesforce enterprise application development, integration, data modeling, deployment, and technology team leadership experience.
Summary Generated by Built In

Citizens Financial Group, Inc. (CFG) seeks a Platform Director for its Chicago, Illinois location.

Responsibilities:

•    Lead efforts to shape and deliver the digital platforms that power Citizens’ Wealth Management experiences. 
•    Responsible for strategic ownership, alignment, and delivery of Wealthfocused technology platforms, with Salesforce serving as a foundational system of engagement across advisor, client, and operational workflows. 
•    Own the technology strategy, platform alignment, and execution of Wealth Management journeys and experiences, with particular focus on Salesforce-based capabilities develop high-quality technology solutions to support digital platforms for banking operations.
•    Provide end-to-end leadership for Salesforce and adjacent Wealth platforms, ensuring cohesion across custom development, configuration, integrations, and vendor solutions.
•    Manage the delivery of multiple agile teams and interdependent platform teams, including in-house engineering, configuration, and vendor partners.
•    Ensure integrity, resilience, and quality across Salesforce and integrated platforms supporting Wealth business processes. 
•    Serve as a senior technology partner to Wealth executive stakeholders, translating business strategy and regulatory needs into executable platform roadmaps. 
•    Define success metrics, acceptance criteria, and outcomes across platforms to ensure consistent delivery and measurable business value. 
•    Drive alignment across platform roadmaps, enterprise architecture standards, and Wealth priorities. 
•    Ensure Wealth advisor and client journeys are cohesive, intuitive, and scalable across channels and touchpoints.

Qualifications:

Requires a Bachelor’s degree or foreign equivalent in Computer Science, Computer Engineering, or related field followed by 8 years of progressive experience as Principal Consultant, Business &
Integration Arch Manager, or related position developing and implementing Salesforce enterprise applications.

Full term of experience must include:

•    Developing and implementing Salesforce enterprise applications, including Salesforce classic, Salesforce Lightning, Apex, Triggers, Batch Processes, Controllers, EmailHandler, Database, System APIs, Dashboards/Reports, Lead Conversion, Audit, Forecasting, Lightning (Pages and Components), LDS, Visual Force (Pages, Components, Controllers, and Tabs Data), SOQL, SOSL, Workflow & Approvals, Formulas, Validation Rules, Email Templates, Roles, Profiles, Permission Sets, Groups, Knowledge Roles, Folders, Field Encryption, OAuth2.0, Client-Server SSL Certificates, Single SignOn (IdP and SdP) Security Gateways, Salesforce Shield, and CipherCloud; 
•    Developing Salesforce sandbox platforms and environments, including Sales Cloud, Service Cloud (including the implementation of Salesforce Voice, contract management, and CTI integration with products like Avaya, Service console, and Omni channel), Salesforce Experience Cloud (including the implementation of Partner/customer facing portals developed using Salesforce components, HTML, CSS, and Java script), Financial Services Cloud, Marketing Cloud, and Vlocity; 
•    Implementing third party applications into Salesforce, including Marketo and Silverpop for marketing, lead, and campaign management, Docusign for document execution, Conga and Thunderhead for document generation, QAS Experian, and Zuora; 
•    Integrating solutions between SFDC and external systems like Morning Star, Specifi, and Envestment to implement business processes; 
•    Facilitating the implementation of the Salesforce data models, providing guidance on how and when to create custom objects, junction objects, and other model items; 
•    Utilization of Salesforce APEX data loader; 
•    Utilizing Salesforce Web Service APIs, including SOAP and REST, to work with data returned by API response payloads; 
•    Deploying, building, and migrating processes in a Salesforce environment using associated tools, including Welkin Suit, Copado, and Git Hub Enterprise; 
•    Managing technology projects by developing and retaining a team of technologists; and 
•    Defining design approaches with technical and non-technical stakeholders that are aligned with a customer-centric product vision and ensuring best practices around engineering and documentation are understood and followed.

100% remote work permitted from any US location.

Worksite: 71 S Wacker Drive, 29th Floor, Chicago, IL 60606 United States, 40 hrs/wk. Salary Range: $214,365 - $292,000/year. EO employer.

To apply visit our website at https://jobs.citizensbank.com  and apply online (Job ID: 49681) or email resume and cover letter to [email protected] with subject line: 49681

Direct applicants only. 
 

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Skills Required

  • Bachelor's degree or foreign equivalent in Computer Science, Computer Engineering, or a related field
  • 8 years of progressive experience as a Principal Consultant, Business and Integration Architect Manager, or related position developing and implementing Salesforce enterprise applications
  • Experience developing and implementing Salesforce enterprise applications, including Salesforce Classic, Lightning, Apex, triggers, batch processes, controllers, APIs, dashboards, reports, security, and configuration features
  • Experience developing Salesforce sandbox platforms and environments across Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, Marketing Cloud, and Vlocity
  • Experience implementing third-party Salesforce applications including Marketo, Silverpop, DocuSign, Conga, Thunderhead, QAS Experian, and Zuora
  • Experience integrating Salesforce with external systems including Morningstar, Specifi, and Envestnet
  • Experience implementing Salesforce data models, including custom objects and junction objects
  • Experience using Salesforce Apex Data Loader
  • Experience using Salesforce Web Service APIs, including SOAP and REST
  • Experience deploying, building, and migrating Salesforce processes using Welkin Suite, Copado, and GitHub Enterprise
  • Experience managing technology projects and developing and retaining teams of technologists
  • Experience defining technical designs with technical and non-technical stakeholders and following engineering and documentation best practices

Citizens Compensation & Benefits Highlights

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

  • Parental & Family Support — Policies include six weeks of fully paid parental leave for all parents, up to 16 weeks for birthing parents, 10 days of emergency back‑up care, and adoption assistance of more than $25,000. Recognition for adoption support underscores a strong family‑friendly posture.
  • Leave & Time Off Breadth — Time off includes 11 paid holidays and up to 27 PTO days. The breadth of leave is presented as generous versus many peers.
  • Healthcare Strength — Medical, dental, and vision options pair with an HSA that includes a company contribution, plus mental‑health access via Spring Health (eight no‑cost sessions), Hinge Health, wellness programs, and discounted gyms. Eligibility at 20+ hours per week broadens access to these resources.

Citizens Insights

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

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