CrawlJobs Logo
Citi Logo Citi · IT - Software Development

Client Financials Solutions Lead

United States, Tampa Employment contract 170000.00 - 300000.00 USD / Year · Job Posted June 29, 2026
Apply Position
Job Link Share

Job Description

We are seeking a Director-level Client Financials Solutions Lead to join our Apps Development team. This is not a program management role. The ideal candidate is a seasoned Technologist with decades of experience in building Apps and owning Apps delivery function for business functions. Directly and fully accountable for solution delivery. Ideal candidate should have created strategic technology architecture roadmaps aligned with business outcomes. You will define and execute technology roadmap for our Client Financials portfolio of data-heavy applications, providing strategic direction and critical input into technology decisions to ensure scalable buildout. This role involves building strong relationships with senior business and technology partners, driving agile execution of several Data engines, calculation engines and sophisticated multi-dimensional analytics, and will lead team of expert engineers to deliver with velocity and quality. Candidate should demonstrate exceptional technical acumen, a strong engineering background, and a proven ability to lead and provide technical direction to high-performing engineering teams. Ideal candidate is a proven Guru in Data Analytics and Data Engineering delivery at scale.

Job Responsibility

  • Define and execute the multi-year technology roadmap and strategy for the Client Financials portfolio, ensuring alignment with enterprise architecture standards, data governance, and business priorities
  • Provide ownership and tech direction for all Client Financials products, driving innovation and continuous improvement across the platform
  • Implement key Revenue and Expense attribution methodologies to standardize reporting of accurate client returns
  • Build and sustain trusted, strategic relationships with senior business counterparts, finance leadership, and enterprise technology partners
  • Drive the execution of high-priority, cross-functional programs in partnership with business, infrastructure, security, data and architecture teams — ensuring delivery commitments are met with quality and predictability
  • Hold peer leaders in testing, architecture, infrastructure, and other partner functions accountable for their contributions to shared delivery outcomes
  • Own and oversee the technology book of work for the Client Financials portfolio, including planning, forecasting, and financial governance to ensure targets are met and investments are optimized
  • Establish and maintain robust project tracking, reporting, and governance frameworks to provide transparency on delivery progress, risks, and resource utilization
  • Lead and manage engineering teams to deliver business and technology value with a relentless focus on velocity, quality, and agility
  • Champion and institutionalize modern engineering practices including Scaled Agile (SAFe), DevOps, CI/CD, infrastructure-as-code, and end-to-end automation
  • Evangelize / introduce new technologies (including AI) to business partners that offer high-performance with low technology footprint

Requirements

  • In-depth expertise with Ab Initio for enterprise-grade, high-volume ETL pipeline development and orchestration
  • Deep expertise in Apache Superset, Apache Druid, Apache Pinot and other OLAP, multidimensional Cube technologies, and analytical query optimization for complex financial reporting
  • Experience in constructing highly performant, scalable, bitemporal data models for data marts, attribution engines, and analytical processing layers
  • Proficiency in Python-based data engineering, automation, pipeline orchestration, and tooling development
  • Proficiency in Apache Spark and PySpark for large-scale distributed data transformation, enrichment, and aggregation pipelines
  • Strong background in designing resilient, idempotent data integration patterns across heterogeneous source systems
  • Extensive hands-on experience with the Hadoop ecosystem (HDFS, YARN, MapReduce) for large-scale data processing
  • Expertise in Parquet and Iceberg formats
  • Expertise in Hive, Impala for high-throughput SQL-on-Hadoop analytical workloads
  • Knowledge of Google BigQuery for cloud-native analytical processing and ad-hoc financial analysis at scale
  • Functional knowledge of Institutional businesses and banking rules related to capital and liquidity metrics, such as Risk Weighted Assets (RWA), Stress Capital Buffer, Resolution Liquidity Adequacy and Positioning, etc
  • Demonstrated ability to influence remote, senior stakeholders, including senior business executives
  • Experience in tracking and monitoring delivery, productivity, and organizational health metrics
  • Experience planning, forecasting, and managing a technology book of work at the team level, including project tracking and governance
  • Demonstrated systems thinking, critical analysis, and design thinking skills
  • Ability to work in a globally matrixed environment and partner with virtual teams and external partners

Nice to have

  • Exposure to working with AI-assisted software development models and experience implementing Gen AI use cases
  • Experience providing leadership for scaled agile release trains (SAFe)

What we offer

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Citi - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Financials Solutions Lead

8 matching positions

Client Solutions Manager

As a Client Solutions Manager, you will own both account growth and delivery exc...
Location
Location
United States , Plano
Salary
Salary:
121162.00 - 168281.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience in applications delivery, account management, or sales/growth roles
  • Proven ability to grow accounts, open new opportunities, and drive land-and-expand motions
  • Experience managing multiple small accounts with strong prioritization and communication skills
  • Solid understanding of application services, modernization, enhancements, and managed services
  • Ability to shape solutions and articulate clear value propositions to technical and non-technical audiences
  • Strong business and financial acumen, including forecasting and margin awareness
  • Excellent relationship-building skills with senior stakeholders
  • Strong leadership, problem-solving, and communication abilities across cross-functional teams
Job Responsibility
Job Responsibility
  • Grow client accounts
  • Identify and pursue new opportunities within existing mid-market accounts
  • Build pipeline through prospecting, partner channels, and internal leads
  • Understand client goals and position the right NTT DATA solutions to support them
  • Lead client success and delivery
  • Serve as a trusted advisor, guiding clients from discovery through proposal and delivery kickoff
  • Translate sold work into clear delivery plans (scope, timeline, resources, risks)
  • Oversee delivery execution across projects and managed services, ensuring a smooth client experience
  • Monitor performance, SLAs/KPIs, and drive continuous improvement
  • Resolve issues quickly to maintain strong client satisfaction
What we offer
What we offer
  • Medical insurance
  • Dental insurance
  • Vision insurance with employer contribution
  • Flexible spending or health savings account
  • Life and AD&D insurance
  • Short and long term disability coverage
  • Paid time off
  • Employee assistance
  • Participation in a 401k program with company match
  • Additional voluntary or legally-required benefits
  • Fulltime
Read More
Arrow Right

Senior Client Solutions Engineer

Apex Fintech Solutions is seeking a highly skilled and motivated individual that...
Location
Location
United States , Austin
Salary
Salary:
Not provided
apexclearing.com Logo
Apex Clearing
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Engineering, Business, Finance or related field (or equivalent work experience)
  • 5+ years of transferable work experience, preferably in cloud sales, financial technologies, business development, product management, or custody and clearing
  • Strong understanding of cloud computing concepts, SaaS models, and cloud-based infrastructure
  • Exceptional communication and presentation skills
  • Ability to build and maintain strong relationships with clients and internal stakeholders
  • Strategic thinker with a solution-oriented mindset
  • Self-motivated, proactive, and able to work independently or as part of a team
  • Ability to lead conversations with decision makers and clearly articulate the value-add of leveraging cloud-based solutions
Job Responsibility
Job Responsibility
  • Own the technical strategy for key accounts, leading discovery, solution architecture, and the technical win in complex, multi-stakeholder sales cycles
  • Collaborate with the sales team to understand client requirements and align them with our cloud solutions
  • Conduct persuasive and insightful product demonstrations and presentations to financial industry prospects
  • Architect end-to-end solutions using cloud-based APIs, integrating identity, data, and workflow components
  • Understand the unique needs of key prospect decision makers, documenting requirements to tailor solutions effectively
  • Prepare comprehensive technical documentation, including solution architectures, implementation plans, and project timelines
  • Collaborate with the product development and engineering teams to provide valuable customer feedback
  • Assist in the successful onboarding and implementation of cloud solutions for clients
  • Conduct training sessions for internal teams
  • Mentor and coach junior team members
What we offer
What we offer
  • healthcare benefits (medical, dental and vision, EAP)
  • competitive PTO
  • 401k match
  • parental leave
  • HSA contribution match
  • paid subscription to the Calm app
  • generous external learning and tuition reimbursement benefits
  • Fulltime
Read More
Arrow Right

Associate - Client Solutions Evening/Night Shift

GLG is the leading insights network, connecting our clients to the largest globa...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
glginsights.com Logo
GLG
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Postgraduate / Graduate degree from a top-tier university
  • Has 1-3 years of work experience, ideally in B2B client servicing and business development roles.
  • Excellent communication and interaction skills, including demonstrated oral, written and presentation abilities in a business-focused setting using a variety of communication channels (telephone, e-mail, in-person, etc)
  • General understanding, awareness and interest in corporate, consulting, and financial markets.
  • Demonstrated entrepreneurial/leadership skills.
  • Experience interacting with senior executives
  • Ability to work effectively independently and/or collaboratively in a team
  • Ability to multi-task and prioritize effectively, while ensuring a high level of accuracy and attention to detail
  • Demonstrate the ability and initiative to handle increasing responsibility over time
  • Willingness to work flexible and extended hours basis business needs and client requirements
Job Responsibility
Job Responsibility
  • Learning GLG’s business processes and assisting with high-level project execution by identifying and engaging with top-tier professionals capable of providing valuable industry insights
  • Expand GLG’s expert network by identifying and recruiting new professionals through strategic lead generation and outreach via phone, email, and other channels.
  • Scheduling and confirming critical calls and meetings between GLG’s clients and Network Members, including scheduling all calls with your new recruits.
  • Learning and upholding our compliance policies and procedures to protect the integrity of client engagements.
  • Manage and grow client accounts by developing a strong understanding of their evolving priorities, ensuring seamless project execution, and identifying opportunities to strengthen relationships and expand business.
  • Building your understanding of client strategies, industry verticals, and value chains to effectively source and vet the most relevant experts for client projects
  • Coordinate and confirm key interactions between clients and GLG Network Members, ensuring timely and seamless communication.
  • Proactively engaging with GLG’s Network Members to assess their expertise and gauge their fit-on client projects.
  • Excel in a dynamic work environment, efficiently managing multiple projects simultaneously.
  • Develop a working knowledge of various industries to improve project and product service quality
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst - Vice President

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in financial books and records, ledger balances, ledger processes, accounting rules, and journal entries
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies
  • Proficiency in project management principles and tools which includes managing timeline, deliverables, risks and issues
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst - Vice President

The Fin Solutions Analyst is a key contributor to strategic finance transformati...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in books and records, ledger balances, and journal entries
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Self-motivated with the ability to make decisions in the absence of detailed instructions
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Client Solutions Manager

We are looking for a highly organised and client-focused Client Solutions Manage...
Location
Location
United Kingdom , Rochdale
Salary
Salary:
42000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in a client onboarding, client management, or operational role
  • Strong understanding of contracting, invoicing, and client setup processes
  • Excellent organisational and project management skills
  • Strong communication and relationship-building abilities
  • High attention to detail, particularly with contracts and data
  • Familiar with the debt Lifecyle
  • Knowledge of FCA, OFGEM & ECB
  • Proactive, solution-oriented mindset with strong problem-solving skills
  • Experience within legal, financial services, or technology sectors
  • Familiarity with CRM systems or business management software
Job Responsibility
Job Responsibility
  • Lead the onboarding process, acting as the primary point of contact for new clients
  • Oversee all setup activities, including background checks, contracting, and data exchange
  • Develop and refine onboarding processes to ensure a smooth and professional client experience
  • Work closely with clients to understand their needs, challenges, and objectives
  • Translate requirements into clear operational plans and service delivery frameworks
  • Manage the handover of new business from sales to operational teams
  • Ensure all client information is accurately communicated and documented
  • Support proposal and statement of work development
  • Lead the contracting process, ensuring accuracy and alignment with client and business needs
  • Oversee billing setup and initial invoicing
What we offer
What we offer
  • Hybrid working (with 1 day per week in the Northern Hub, Rochdale)
  • A wide range of flexible staff benefits, including retail discounts, wellbeing support, and lifestyle perks
  • Healthcare cash plan
  • 25 days’ holiday plus bank holidays
  • Enhanced maternity and paternity packages (eligibility criteria apply)
  • Opportunity to play a key role in shaping the client experience
  • Collaborative and supportive working environment
  • Exposure to a variety of clients and industries
  • Ongoing professional development and growth opportunities
  • Fulltime
Read More
Arrow Right

Client Solutions Manager – Strategic Growth & Performance

We are seeking a results-driven, client-focused Client Solutions Manager (CSM) t...
Location
Location
Philippines , Manila
Salary
Salary:
Not provided
meta.com Logo
Meta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience in digital advertising sales, business development, enterprise sales, or solution consulting, with a proven track record of exceeding KPIs & targets
  • Technical aptitude in ad tech, ideal to be knowledgeable in enterprise selling, B2B solutions
  • Expertise in performance marketing, attribution models, ROAS optimization, and full-funnel measurement
  • Effective and innovative problem solving and decision-making skills
  • Experience working effectively with Cross functional partner teams and all levels of management (internally and externally)
  • Familiar with manage multiple projects while maintaining strict attention to details
  • Demonstrated experience to communicate, collaborate and work effectively on a team
  • Ability to translate complex technical concepts into commercial value for C-level executives
  • Ability to adapt and thrive in fast-paced, ever-changing environments
Job Responsibility
Job Responsibility
  • Champion the Performance Pivot
  • Unlock Strategic Company and Market Priorities through Solution Consultancy (Marketing, Advertising Strategy, Enterprise Solutions)
  • In partnership with Industry Head, analyze client situations and devise integrated solution strategies optimally incorporate Meta solutions to maximize client value
  • Use data, insights and market intelligence to identify opportunities and guide strategy and implementation of Meta solutions
  • Transform traditional advertisers into commerce-driven partners by leading the adoption of innovative digital strategies and measurement approaches
  • Guide clients to focus on business outcomes using AI, advanced measurement tools and analytics
  • Execute enterprise solutions and strategies
  • Support clients in piloting AI for service and automation
  • Troubleshoot technical blockers, including global signal integration and compliance, oversee internal account operations (e.g. troubleshooting and fixing issues, monitoring and alerting ads policy violations, setting up account and financial details, etc.)
  • Drive Technical Sales & Revenue Growth
  • Fulltime
Read More
Arrow Right

Client Solutions Associate

As a Client Solutions Associate at Norm Ai, you will play a critical role in ens...
Location
Location
United States , New York City
Salary
Salary:
140000.00 - 170000.00 USD / Year
norm.ai Logo
Norm AI
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-4 years of professional experience in client success, engagement, consulting, or account management roles within compliance, legal services, or technology
  • Experience working with executives in highly regulated industries (e.g., financial services, insurance)
  • Experience in client-facing roles
  • Demonstrated ability to manage complex client relationships and ensure client satisfaction
  • Exceptional communication and relationship-building skills, with the ability to convey complex concepts to clients in a clear, concise, and professional manner
  • Highly independent and comfortable working as an IC
  • Willingness and humility to serve in a supporting role when needed, and independence and desire to take the lead when needed
  • Detail-oriented with excellent organizational and project management skills
  • Actively use AI in day-to-day work to support thinking, creation, and problem-solving
  • Use AI to improve the quality and speed of work and to continuously refine how work gets done end-to-end
Job Responsibility
Job Responsibility
  • Play a critical role in ensuring the success and satisfaction of Norm Ai’s clients
  • Be a key point of contact for clients
  • Support Engagement Managers with client onboarding
  • Maintain ongoing client relationships
  • Make sure that clients derive maximum value from the Norm Ai platform
  • Ensure clients are engaged, satisfied, and experiencing maximum value from Norm Ai
  • Provide deeply engaged, thoughtful, and proactive support, frequent updates, and tailored solutions
  • Work directly with Engagement Managers
  • Collaborate closely with other cross-functional teams such as Legal Engineering, Product, Engineering, and Sales to drive client success
  • Act as an advocate for the client within Norm Ai, surfacing client feedback in an effective and actionable manner
What we offer
What we offer
  • Equity compensation
  • 401(k) plan with an employer match
  • Top-tier insurance coverage, encompassing health, dental, hospital, accident, and vision plans
  • Relocation reimbursement for candidates needing to relocate to NYC
  • Fast-paced learning environment where professional growth is constant
  • Fulltime
Read More
Arrow Right