Head of CGWT Intake and Planning - Hybrid
Company: Citigroup Inc.
Location: Irving
Posted on: January 25, 2023
Job Description:
Organizational ContextCiti, the leading global bank, has
approximately 200 million customer accounts and does business in
more than 160 countries and jurisdictions. Our mission is to serve
as a trusted partner to our clients earn by responsibly providing
financial services that enable growth and economic progress. We
strive to and maintain our clients' and the public's trust by
constantly adhering to the highest ethical standards and making a
positive impact on the communities we serve.Citi is building a
purpose-driven team to serve its globally diverse, digitally
forward customers in top cities around the world. We're looking for
exceptional candidates who think digitally and differently, resolve
problems in unconventional ways and strive to provide a remarkable
experience for our clients. We define success by our Citi
Leadership Standards: We Take Ownership, We Deliver with Pride, and
We Succeed Together.About Citi Global WealthCiti Global Wealth
(CGW) is focused on serving the needs of clients across the entire
wealth spectrum. It has been created by combining the Wealth
Management businesses across Citigold / Citigold Private Client.
-By building on the strengths and capabilities across Citi, we
intend to transform the way we serve clients across the wealth
spectrum, delivering the full range of high tech and high touch
capabilities Citi can offer, and ultimately help them achieve their
goals. Citi Global Wealth serves over 500,000 clients across its
global footprint in Asia, Europe, Mexico, and North America. It
delivers the full range of wealth products across investments,
banking, lending, insurance, trust services and financial planning
& advice.Overview of the RoleThe financial landscape and growing
customer preference to do business in the digital channels has been
quickly evolving over the past five years with change on multiple
fronts, including evolving client needs, market entry of
non-traditional competitors and a shifting landscape of emerging
technology providers. This has significantly impacted the way we
interact with our clients, the products we create and the
strategies we deploy. To compete with fast growing entrants that
are non-traditional financial services institutions, -we are
focused on scaling our digital wealth capabilities and modernizing
our overall technology stack and infrastructure.Reporting into the
Citi Global Wealth Technology COO, the Head of Intake and Planning
is responsible to drive all aspects of planning, estimating and
prioritization of the entire Citi Global Wealth Technology (CGWT)
portfolio, across $700MM+ of investments. - Working across Business
and Technology teams, they will specifically partner with the CGWT
Leadership Team as well as COO Business Leaders through CGW to
define and prioritize the Book of Work encompassing all Technology
spend, ensuring investments are tied to our commitments and growth
objectives and that Safety & Soundness remain at the core of our
priorities. - The Head of Intake and Planning will define and lead
a process to support these responsibilities, which will follow
agile principles and take place on an annual as well as recurring
basis.The individual will be accountable for long-term planning,
measurement of progress, people management and process formulation.
They will play an important role as partner with executive levels
across Technology and CGW. - As such, the Head of Intake and
Planning must be a seasoned executive with a track record for
collaboration and influence capabitliies, as well as deep
understanding and experience within wealth technologies, digital
products, financial planning, process mapping and governance. This
executive unifies strategy with implementation - to ensure that
strategy imperatives are operationalized and tracked against
desired business and customer outcomes. -Responsibilities
Include:
- Partner across the business and technology to define and
prioritize a multi-year Book of Work anchored to strategic
outcomes
- Oversee a team of Intake Managers who dive deep into the
business and technology needs across each major domain, to drive
detailed backlogs
- Identify commonalities across demand originating from separate
business teams, unlocking synergies and supporting the integration
of the CGW organization
- Adopting the global Unified Intake Process, deploy and adapt
the process for CGWT, bringing projects through the process of
qualification against strategy, scoping, solutioning and estimating
within the CGW Technology Portfolio
- In partnership with Finance, establishes a process for tracking
and reporting project/portfolio spend to ensure ROI on business
investment, collaborating across finance and delivery leaders to
track and provide portfolio-level updates to executive teams and
business partners
- Provide executive-level visibility through reporting/dashboards
with a holistic view of the Book of Work, for all in-flight and
pipeline project initiatives, including both Change the Bank and
Run the Bank efforts - partnering with the PMO and Business
Relationship Managers to provide insight to line of Business
stakeholders
- Communicate at the highest levels of PBWM Leadership the Book
of Work, Planning and progress towards that plan.
- This position leads a team of Intake Managers and Senior
analysts and therefore has supervisory responsibilities including
interviewing, hiring, and training employees; planning and
directing work; coaching and development; and appraising
performance
- Challenges ineffective or inefficient processes to ensure
optimal results of the organization
- Accountable for integration of Intake and Planning process,
ensuring CGWT teams coming together under a common process to plan
and deliver the portfolio. -
- Identify, track, and make transparent the organization's key
operating metrics related to Planning
- Develop approach to drive best-practice sharing and
collaboration across teams and regions along defined areas of
future growth
- Champion an inclusive and diverse global mindset to attract a
deep and diverse talent pool within the organization that includes
effective coaching and development.
- Builds credible and trusting relationships with corporate,
business, technology and operations partners
- Delivers management reporting required to senior leadership,
regulators, and business stakeholdersQualificationsThe ideal
candidate will come from an international organization and be a
visionary leader in engineering, technology transformation and
strategy. -Bachelor degree in computer science, engineering,
business or a related field. Masters degree or equivalent
experience preferred.
- 15+ years relevant work experience, including experience
leading cross-functional teams across engineering, business and
product management.
- Strong analytical and quantitative skills; Data driven and
results-oriented.
- Experience in affecting large culture change.
- Excellent written and oral communication skills.
- Ability to work with seamlessly with remote teams---
- Experience with demand management and financial planning
- Demonstrates a practical sense and ability to build a strategic
portfolio in a dynamic, diverse, and collaborative team environment
with changing and fluid needs.
- Able to effectively work and negotiate with Senior Executives
and Product Leaders on strategy, standards, and service
requirements (e.g. reporting cadences)
- Strong critical thinking and analytical skills with the ability
to translate complex concepts, models, and analysis into
understandable business and technology terms
- Relentless focus on outcomes - and ensuring intake and demand
management enables the most powerful outcomes for Citi's business
and customers
- Superior team and interpersonal skills - need to work
effectively with executives and stakeholders across Citi
- A foundational understanding of consumer banking / wealth
management industry, operations and key processes is required
- Technology execution background and skill sets a
plus-------------------------------------------------Job Family
Group:
Technology-------------------------------------------------Job
Family:Technology
Management------------------------------------------------------Time
Type:Full
time------------------------------------------------------Primary
Location:Irving Texas United
States------------------------------------------------------Primary
Location Salary Range:$170,000.00 -
$300,000.00------------------------------------------------------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 .View the
"" poster. View the .View the .View the
-----------------------------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.
Keywords: Citigroup Inc., Irving , Head of CGWT Intake and Planning - Hybrid, Other , Irving, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...