CGW Transformation Execution Data Lead – C14

Citi Global Wealth (CGW) is an integration of Citi Private Bank and the Consumer Wealth organization into a single platform enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of CGW, which is to be the leading wealth management provider globally. As we embark on this journey, it is imperative to have a strong Data framework, supporting this goal through an independent but integral Internal Control organization.

This role is responsible for the oversight, development, and implementation of strategies, initiatives, and action plans to meet CGW’s commitments under the Firm’s Transformation Data Program, which is focused on meeting regulatory mandates. The role will work with a team of Personal Banking & Wealth Management Transformation leaders, CGW, Data Risk Management, Chief Administrative Office, Regional and Business leaders to ensure the delivery of sustainable global solutions on-time and within budget.

A good understanding of the Global Wealth business industry, direct competitors' products and services, is also valuable in order to contribute to the objectives of the business. The position also requires a thorough understanding of key regulatory requirements for data risk management and broad data expertise in the financial services industry.

This role will report to the CGW Transformation Execution Data & Finance Head.

Key Responsibilities

• Develop and maintain strong working relationships with Business and Function Risk/ Control Leads, Transformation Program Leads and the Regional workstream teams
• Work with the CGW Transformation Execution Data & Finance Head and PBWM Transformation Data Head to define scope, target state, and success criteria for Data transformation programs
  • Look across programs and initiatives to identify related and interdependent elements and provide recommendations, where needed, for combining or connecting programs and initiatives to achieve greater effectiveness and efficiency
• Define program structure and accountability
  • Develop, execute and oversee CGW transformation plans for each Data program, including definition and timing of workstreams, deliverables and other milestones against commitments, dependencies and staffing
  • Continuously ensure that programs have clearly identified the required roles and responsibilities and have appropriately identified, and are engaging, all relevant Citi stakeholders with appropriate accountability
  • Escalate any concerns related to program structure and/or insufficient accountability, as needed
• Identify critical interdependencies among programs, drive and accelerate execution and address milestone delays with transparent communication to Program and leadership teams
• Ensure closure and change management of program deliverables to confirm quality and adequacy of deliverables against program target state, including coordination with Internal Audit, as needed

Qualifications:

• 10+ years broad experience in transformation roles including managing large complex cross-company transformation programs with an emphasis on data programs in the financial services industry.
• Specific subject matter expertise regarding transformation and data risk management disciplines and a strong business understanding of Wealth Management products and services.
• Excellent knowledge of the OCC Heightened Standards and other key laws, rules and regulations regarding data applicable to wealth management within the financial services industry.
• Track record of managing internal relationships and demonstrated experience in leading sustained change and change management efforts
• Strong interpersonal skills, with evidence of working in collaboration across large organizations, including a proactive and 'no surprises' approach in communicating issues/requests
• Excellent verbal and written communication skills.
• Demonstrates consistent track record of having worked as a Program or Project Manager, or delivering large, strategic cross-functional projects
• Demonstrated ability to think strategically, analytically, and creatively problem solve
• Strong leadership skills and demonstrated ownership of solutions with a proven track record in driving positive and sustained change
• Ability to create and articulate sense of purpose and common vision for CGW
• Continuous improvement mind-set – assess impact of actions and adjust as needed; simplify and standardize at every opportunity
• Understand how your work contributes to other work across Citi / understand downstream impacts of decisions made
• Proactively seek opportunities to enhance and strengthen infrastructure and controls in a way that: drives value, enables the build of better product and services and balances risks and returns/growth
• Partner across the business in a way that demonstrates collective obligation on managing risk through appropriate controls
• Process re-engineering and improvement mind-set with ability to identify and solve for root cause rather than symptoms; address problem solving and opportunities in a holistic way/break down organization silos
• Continuously seek out opportunities to improve products and services; learn from mistakes
• Empower the organization and employees to execute without oversight
• Seek out diverse perspectives and skill sets recognizing that the power of Citi is the sum of its parts
• Constructively challenge others at all levels and across boundaries to deliver better results; invite challenge
• Fully commit to decisions once made
• Be comfortable communicating reality – both positive and negative - honestly, openly and directly
• Work across teams and boundaries, regardless of titles and roles, to deliver the full value of Citi to clients

Education:

Bachelor’s/University degree or equivalent relevant business experience.

-

Job Family Group:

-

Job Family:

-

Time Type:

-

Primary Location:

-

Primary Location Salary Range:

-

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

-

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.