Senior IT Project Lead for Wealth Investment Solutions Technology Job at Citi (Jersey City)

Wealth Technology - Platform Integration Lead, Senior Vice President

Seeking a highly motivated Platform Integration Lead to join the Citi Wealth Adv...

Location

United States , Jersey City

Salary:

176720.00 - 265080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of extensive experience in enterprise-level technology leadership roles, with a deep understanding of application development lifecycles, enterprise architectural principles, and operational best practices, particularly in complex, integrated environments
Demonstrated ability to understand, evaluate, and advise on complex technology landscapes, including distributed systems, cloud platforms (e.g., AWS, Azure, GCP), middleware, APIs, data integration patterns, and modern development practices (e.g., Microservices, CI/CD)
Expertise in governance frameworks related to technology infrastructure, data management, and application development within a highly regulated environment
Knowledge of various software development methodologies, including Agile and Scrum, with a focus on how they apply to integration projects
Demonstrable experience in evaluating and advocating for the strategic application of AI/ML technologies to optimize engineering processes and drive efficiency
Proven experience in designing, implementing, and managing robust technology risk and control frameworks, including identifying, assessing, and mitigating operational risks inherent in complex platform integrations
Strong background in technology budgeting, financial forecasting, cost-benefit analysis, and managing technology spending effectively, especially for shared services and integration initiatives
Exceptional ability to define technology strategy, create compelling roadmaps, and communicate vision effectively through various formats, including detailed integration plans, storyboards, and executive presentations
Demonstrated experience in workforce planning, talent management, resource allocation, and developing strategies for attracting and retaining top technology talent specializing in integration
Exceptional communication, presentation, and interpersonal skills, capable of engaging and influencing technical teams, diverse business stakeholders, and senior leadership

Job Responsibility

Strategic Integration Roadmap & Storyboard Development:Lead the definition and communication of platform integration strategies and roadmaps for Citi Wealth Advisory & Investment Technology, translating complex technical integration plans into clear, compelling narratives and visual storyboards for diverse audiences, including senior leadership and business stakeholders
Risk & Controls Management for Integrations:Oversee and enhance risk management and control frameworks specifically for platform integrations, ensuring compliance with internal policies, regulatory requirements, and industry best practices to safeguard data integrity and system security across interconnected platforms
Financial Management & Optimization for Integration Services:Contribute to financial planning, budgeting, and cost optimization efforts related to platform integration projects and shared technology services, identifying opportunities for efficiency and maximizing the value derived from integration investments
Staffing & Resource Strategy for Integration Excellence:Contribute to resource strategy and planning for integration teams, advising on skill requirements, team structures, and fostering a collaborative environment for successful platform interoperability
AI-Driven Engineering Efficiency:Drive the adoption and application of AI tools and advanced automation across the development and entire engineering journey to significantly enhance efficiency, accelerate integration cycles, improve quality, and foster continuous innovation within Citi Wealth Advisory & Investment Technology
Operational Excellence & Integration Governance:Champion operational excellence and governance best practices within platform integration, establishing standards, metrics, and reporting mechanisms to ensure seamless and efficient interoperability across the technology landscape
Stakeholder Collaboration:Collaborate closely with business leaders, product owners, technology teams, and internal audit to translate strategic business requirements into robust platform integration strategies and executable plans, ensuring seamless communication and alignment
Platform Integration Lifecycle Oversight:Provide expert oversight across the platform integration lifecycle, from conceptualization and design to implementation, testing, and operational readiness, with a focus on risk mitigation, security, and performance
Subject Matter Expertise & Innovation:Act as a primary Subject Matter Expert for complex integration challenges, identifying and resolving inter-platform dependencies, technical inefficiencies, and proposing innovative solutions to enhance system interoperability, resilience, and business value
Leadership & Guidance:Provide leadership and expert guidance to technology teams involved in integration efforts, fostering a culture of operational excellence, continuous improvement, and strategic alignment

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
for eligible employees, discretionary and formulaic incentive and retention awards

Fulltime

Principal Engineer (Java)

The Principal Engineer is a senior technical leader focused on tech risk remedia...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience in an Engineering role with commensurate experience in people management
Experience working in Financial Services or a large complex and/or global environment
Project Management experience
Consistently demonstrates clear and concise written and verbal communication
Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices
Demonstrated analytic/diagnostic skills
Ability to work in a matrix environment and partner with virtual teams
Ability to work independently, multi-task, and take ownership of various parts of a project or initiative
Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Proven track record of operational process change and improvement

Job Responsibility

Ensure the goals of functional area are delivered to appropriate Operations & Technology (O&T) organizations
Oversee O&T spending to ensure the firm's finances are budgeted and spent according to the Chief Technology officer’s (CTO) technology strategies
Manage overall execution of IT strategy and roadmap for the technology area
Lead operational readiness and conformance to global operational standards for ongoing operation and support
Utilize an in-depth understanding of how engineering integrates within technology and commercial awareness
Responsible for training and coaching team members, performance management activities, monitoring quantity and quality of work, and addressing development needs for assigned personnel
Make evaluative judgment based on analyzing information in complicated or unique situations
utilizing multiple sources of information
Impact engineering through overseeing planning, finances / budget, end results and policy setting
Negotiate with senior leaders across functions and with external parties, as required

Fulltime

Lead Business Accountability Specialist - Managed Solutions

Wells Fargo is seeking a Lead Business Accountability Specialist to join the Fix...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

May 21, 2026

Requirements

5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Demonstrated experience supporting risk and controls related to business unit governance and documentation
Demonstrated experience managing RCSA activities or similar frameworks/processes to meet a variety of needs, including controls, regulatory requirements, and business intelligence
3+ years of experience managing projects and programs
Ability to build effective partnerships with Compliance, Legal, Risk and Technology to provide solutions or recommendations
Experience managing new initiatives and deliverables through collaboration and problem-solving skills
3+ years experience working in an investment management organization
Fixed Income knowledge
Highly effective verbal and written communication skills with partners and senior leaders in Wealth & Investment Management

Job Responsibility

Lead complex initiatives with broad impact which are designed to mitigate current and emerging business risk issues and concerns
act as key participant in large-scale, cross-functional planning for the business
Help lead the Fixed Income Strategies operational approach and execution
Assess, analyze, and design complex and multi-faceted controls, protocols, and approaches with respect to risk mitigation and the control environment, including ensuring effective planning for sustainability, ongoing control adherence, reporting, measurement, technology impacts, and monitoring
Make decisions in complex and multifaceted situations requiring solid understanding of business’s functional area or products, operations, and regulatory environment
facilitate decision-making and issue resolution, and support implementation of developed solutions and plans
influence and lead key business partners to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and mid to senior-level managers to identify current and emerging risks associated with business activities and operations, and provide guidance in interpreting, developing, and implementing risk-mitigating strategies
Act as liaison for the business with external parties to support timeliness, appropriate response strategy, and effectiveness of communications and materials
May lead projects, teams, or serve as a peer mentor

Fulltime

New

Digital Software Engineer Lead Analyst VP

The Digital S/W Eng Lead Analyst is a strategic professional who stays abreast o...

Location

United States , Irving

Salary:

138720.00 - 208080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Exhibit expertise in all aspects of technology by understanding broader patterns and techniques as they apply to Citi’s internal and external cloud platforms (AWS, PCF, Akamai)
Lead resources and serve as a functional SME across the company through advanced knowledge of algorithms, data structures, distributed systems, networking, use of knowledge and experience to lead, architect, and drive broader adoption forward
Acquire relevant technology and financial industry skills (AWS PWS) and understand all aspects of NGA technology – including innovative approaches and new opportunities
Demonstrate knowledge on automating code quality, code performance, unit testing, and build processing in the CI/CD
Bachelor’s/University degree, Master’s degree preferred
6-10 years of relevant professional experience, with a significant portion dedicated to technology leadership within Wealth Management or the broader Banking domain
Hands-on expertise in developing robust, enterprise-grade applications leveraging modern technology stacks, including: Frontend development using Angular or similar JavaScript frameworks
Backend development utilizing Java microservices architecture
Designing and implementing RESTful APIs

Job Responsibility

Accountable for executing and driving results on large-scale efforts or multiple smaller efforts and serving as a development lead for most medium and large projects. This includes expertise with application development methodologies and standards for program analysis, design, coding, testing, debugging and implementation
Accountable for exhibiting a strong understanding of client core business functions
Required to support situations in which end user consultation is required to identify system function specifications and incorporate them into overall system design and delivery. Additionally, utilize comprehensive knowledge of multiple areas within technology to achieve technological objectives
Independent work style, requiring little or no guidance by more senior developers. Decisions will make a significant, measurable impact on the business goals for the client organization. During team discussions you will play a significant role with TPMs and engineering managers to determine potential risks to a schedule
Assist in the planning and managing of application development assignments generally involving large budgets, cross functional projects or multiple projects. This includes effectively understanding and analyzing both technical and business risks and impact
Expected to effectively communicate those risks to the business owners, so that they can make informed decisions
Accountable for providing guidance on architecturally significant efforts during the preplanning phase, and ensuring principles and best practices are followed prior to initiation of work. In doing so, closely watch and evaluate Digital roadmaps, including impacts to support upcoming journeys
Publish design review extensions, and provide documented guidance aligned to sprint plans and timelines
Be part of the design review board that will focus on the design process, search for generic patterns, and, at the same time, share best practices across the organization
Publish design patterns across lines of business and domain commonalities. Drive design reviews for Next Gen Architecture (NGA) and Plan of Record (POR) projects, supporting design principles and best practices

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

Fulltime

Senior Business Analyst

We’re looking for a strategic and tech-savvy Senior Business Analyst to lead AI-...

Location

Australia , Sydney

Salary:

Not provided

Lonsec

Expiration Date

Until further notice

Requirements

Tertiary qualification in Business, IT, Finance, Economics, or related field
Business analysis certifications (e.g. CBAP, PMI-PBA) highly regarded
10+ years’ BA experience, including 5+ in financial services
Proven delivery of complex tech and AI projects in regulated environments
Strong understanding of wealth platforms, banking systems, and investment tech
Hands-on experience with AI/ML technologies and vendor evaluations
Skilled in Agile practices, stakeholder management, and process modelling
Proficient in data analysis tools (SQL, Power BI, Tableau) and BA platforms (Jira, Confluence)
Deep knowledge of financial services regulations and AI governance standards
Excellent communication, leadership, and mentoring capabilities

Job Responsibility

Lead end-to-end requirements gathering and solution design for AI and tech initiatives
Translate business needs into clear functional specs, user stories, and acceptance criteria
Collaborate on AI strategy, evaluating solutions and supporting implementation across platforms
Analyse and optimise business processes using AI and automation to improve efficiency
Build strong stakeholder relationships and communicate complex concepts clearly
Perform data analysis to support decisions and ensure data quality and governance
Coordinate testing activities, including UAT, and support change management
Mentor junior analysts and contribute to best practice frameworks across the business

What we offer

Ongoing flexible working arrangements
Family friendly work-life balance
Paid parental leave
Volunteer and Study leave
Genuinely open and supportive culture with an approachable executive team
Ongoing training and professional development
Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

Senior Vice-President, Risk Reporting Sr. Officer

The Risk Reporting SVP role is responsible for global and independent risk repor...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience
Strong understanding of consumer credit risk, wholesale credit risk, and related data
Track record of delivering complex projects related to data, aggregation, and reporting
Bachelor’s or Master’s degrees in business, finance, economics, computer science or other analytically intensive discipline (preferred)
Ability to synthesize complex data/analytics into succinct and effective presentations
Prior leadership in risk analytics, reporting/BI (Tableau, Python, and SAS) and data preferred
Ability to multi-task effectively in a dynamic, high-volume, and complex environment with a practical solutions-driven approach
Excellent verbal and written communication skills, with a proven track record of engagement with senior leadership teams
Strong interpersonal skills including influencing, facilitation, and partnering skills, able to leverage relationships and work collaboratively across an organization
Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views

Job Responsibility

Define and substantiate scope, identifying dependencies, and agreeing with stakeholders for Enterprise Data Use Case (UC) requirements
Document requirements for improving Retail Credit Risk, Wealth Risk, and Investment Risk data to support timely and effective Risk Management and Oversight
Lead the strategy, approach and automation of reporting, measurements, and analytics for all risk reports supporting the USPB and Wealth Risk CROs, Regulators, and Risk management
Work with the various project teams to ensure key milestones are achieved for each phase of the project including requirement documentation, UAT, production parallel and sustainability
Regularly and effectively communicate with senior stakeholders, both verbally and written, the strategic vision of target state risk management strategy, as well as progress of path to strong effort
Timely, quality, and compliant risk reporting, measurements, and analytics
Reporting rationalization and redesign to meet, leverage and align with path to strong transformation in progress – including revision of reports to adopt new/changing risk taxonomies and aggregation requirements, new systems of record and authorized data sources and new reporting/oversight infrastructure and BI/analytics tools, to deliver updated and new risk aggregations that meet changing organizational needs and regulatory/policy requirements
Work in close partnership with USPB Risk and Wealth Risk CAO peers, Risk Policy/Process owners and stakeholders across first and second line of defense to rationalize, simplify and digitize risk reporting
Design, coordinate, and prepare executive materials for USPB and Wealth CRO and management team’s senior presentations to the Board, risk committees, and regulators, including any ad-hoc materials
Partner with Independent Risk Management and In-Business/Country Risk Management to address new risk monitoring or regulatory requirements

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Programs and services for physical and mental well-being
Access to learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

New

Controller

We are looking for an experienced Controller to lead the financial operations of...

Location

United States , Newport Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in a Controller or senior accounting leadership role overseeing complex financial structures with multiple entity types
Strong knowledge of accounting for trusts, foundations, investment entities, and high-value personal or family office assets
Demonstrated ability to lead accounting operations, manage staff performance, and improve close, reporting, and control processes
Experience working with financial technology platforms, data aggregation tools, and workflow automation solutions
Solid understanding of tax planning support, audit coordination, and collaboration with external advisory firms
Familiarity with private equity administration, including subscription materials, capital calls, and distributions
Advanced analytical and reporting skills with the ability to turn financial data into clear decision-support information
Proficiency in document management and financial record organization, including compiling, reviewing, and maintaining critical documentation

Job Responsibility

Lead the accounting function for a diverse family office structure, overseeing financial records and controls across trusts, foundations, investment holdings, personal assets, and certain real estate activities
Supervise and develop the accounting team, setting priorities for day-to-day operations, reviewing output, and maintaining high standards for accuracy and timeliness
Serve as the primary owner of financial systems used for accounting and investment data, strengthening platform usage and improving the reliability of consolidated information
Build and enhance reporting tools that provide meaningful insight into cash flow, performance, budgets, and forecast-to-actual results for family entities and related operations
Partner with internal and external stakeholders to expand automation capabilities, streamline recurring workflows, and reduce manual processing through connected systems and APIs
Coordinate closely with outside tax advisors on filings, planning initiatives, and audit matters, while supporting broader estate and wealth structures with sound financial information
Administer the accounting and cash activity related to private investment transactions, including capital funding events, distribution tracking, and supporting documentation
Oversee treasury activity, banking relationships, credit card reporting, and the monthly and annual close process, including consolidated cash planning and operating budgets
Maintain financial records for foundation entities, monitor funding needs, and manage audit preparation and support for annual reviews
Review and process construction-related funding requests for residential projects and work with lenders and other parties to ensure timely financial coordination

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

International Client Solutions Analyst

iCapital is looking to hire a Client Solutions Analyst to join the International...

Location

United States , New York

Salary:

75000.00 - 85000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

1-3+ years of experience in a business development or relationship management capacity
Fluent in Spanish is a requirement
Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
Excellent verbal and written communication skills
Strategic mindset and able to work independently
Excellent project management skills, well organized and a highly collaborative strategic thinker
Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
Demonstrated client service skills with stakeholders and clients

Job Responsibility

Assist the lead coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
Assist in development and rollout of Lynk ETNs as an alternative access point to alternative investments in the region
Respond suitably to inbound inquiries, vet opportunities
Develop presentations and analysis for internal and external meetings and projects
Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
Assist in the preparation of senior management and board reporting

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Select Country

Senior IT Project Lead for Wealth Investment Solutions Technology

Citi

Location:
United States , Jersey City

Category:
IT - Administration

Contract Type:
Employment contract

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 19, 2026

Expiration:
May 26, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior IT Project Lead for Wealth Investment Solutions Technology