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Head of Operational Wealth Management Data

https://www.citi.com/ Logo

Citi

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Location:
United States , Jersey City

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Category:
IT - Administration

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Contract Type:
Not provided

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Salary:

250000.00 - 500000.00 USD / Year
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Job Description:

Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth, and ultra-high net worth clients globally. We are seeking a highly skilled and experienced senior data leader to join our Wealth Management Technology team. This pivotal role will be responsible for managing and optimizing operational data within middle office functions, with a specific focus on client, account, advisor, and financial data. The ideal candidate will manage critical Systems of Record (SORs) for Wealth Management, and support client and advisor-facing operational functions from a data perspective, while driving efforts to simplify our existing data landscape.

Job Responsibility:

  • Define and implement operational data strategies and roadmaps for wealth management middle office functions, ensuring alignment with business objectives and regulatory mandates
  • Establish and enforce robust data governance policies, standards, and best practices for operational data quality, integrity, and security across client, account, advisor, and financial data domains
  • Manage and ensure the health, consistency, and completeness of critical Systems of Record (SORs), guaranteeing data accuracy and reliability
  • Implement and oversee processes for client data survivorship, ensuring a single, accurate, and up-to-date view of client information across systems
  • Develop and maintain data lineage, data dictionaries, and metadata management for operational data flows, ensuring comprehensive understanding of data assets
  • Design, develop, and maintain robust data models (conceptual, logical, physical) specifically tailored for operational systems, focusing on optimal performance, transactional integrity, and efficient data propagation
  • Oversee the integration of various operational data sources, ensuring seamless data flow and consistency for downstream client and advisor-facing applications, while actively driving the simplification of the current complex data landscape
  • Design and implement efficient, real-time, or near real-time data pipelines for operational data ingestion, transformation, and distribution, with a strong focus on scalability, resilience, and high availability
  • Architect data solutions that are inherently scalable to accommodate growing data volumes and transaction rates, without compromising performance or stability
  • Implement strategies to ensure the resiliency of operational data systems, including disaster recovery, backup mechanisms, and fault-tolerant designs, to minimize downtime and data loss
  • Continuously monitor and optimize data systems for peak performance and uninterrupted availability, ensuring critical business operations have constant access to accurate data
  • Conduct in-depth analysis of operational data to identify data quality issues, inconsistencies, and patterns related to client onboarding, account servicing, advisor activities, and transactional financial data
  • Collaborate with business and technology teams to proactively identify and remediate operational data defects, implementing systemic solutions to prevent recurrence
  • Utilize data profiling techniques to continuously monitor and improve the quality of data residing in SORs
  • Actively identify opportunities to simplify and rationalize the existing operational data landscape, reducing redundancy, complexity, and technical debt
  • Lead initiatives to consolidate data sources, streamline data flows, and deprecate legacy systems where appropriate, improving overall operational efficiency and reducing cost
  • Champion best practices in data architecture and engineering that promote simplicity, maintainability, and agility within the wealth management technology stack
  • Provide critical data expertise and support for operational client and advisor-facing functions, ensuring timely access to accurate and reliable data that drives business processes
  • Work closely with front-office teams to understand their data needs for operational processes and deliver robust, performant, and available data solutions that enhance efficiency and client experience
  • Ensure all operational data practices comply with relevant financial industry regulations (e.g., MiFID II, GDPR, CCPA, FINRA) and internal compliance policies, particularly regarding client and financial data
  • Implement controls and monitoring mechanisms to mitigate data-related risks within operational systems

Requirements:

  • 15+ years of experience in data management, operational data analysis, data architecture, or a similar role within the financial services industry, with significant experience in wealth management
  • Expertise with master data management (MDM) concepts related to client data survivorship
  • Experience leading large scale transformation/conversion projects for these domains
  • Proven expertise in operational data management, specifically managing Systems of Record (SORs) and ensuring data quality, scalability, resiliency, performance, and availability for client, account, advisor, and financial data
  • Knowledge and application of data privacy and security best practices within highly available operational systems
  • Strong proficiency in SQL and extensive experience with transactional relational database technologies (e.g., Oracle, SQL Server, PostgreSQL) in high-volume, operational environments, with a focus on optimization
  • Demonstrated experience with data modeling for operational systems and understanding of transactional data patterns
  • Experience with real-time data processing and integration technologies, designed for high availability and performance
  • Track record of identifying and executing initiatives to simplify complex data landscapes, consolidating systems, and optimizing data flows
  • Knowledge of scripting languages (e.g., Python) for operational data processing and automation
  • Excellent analytical, problem-solving, and communication skills, with the ability to articulate complex operational data concepts and simplification strategies to both technical and non-technical audiences
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment
  • Bachelor's or Master's degree in Computer Science, Data Science, Information Systems, Engineering, or a related quantitative field
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
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
January 31, 2026

Expiration:
February 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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