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Job Overview We are seeking a technically strong and operationally focused Vice President to join our Wealth Management Technology team in Jersey City. This role is centered on the ownership, design, and management of core client and account operational data platforms. You will be responsible for ensuring that the data and workflows underpinning our wealth management client lifecycle are accurate, resilient, and fit for purpose across all consuming systems and processes. The ideal candidate is a hands-on data and platform engineer with deep experience in managing client and account data at scale within financial services. You have a strong understanding of client lifecycle workflows, including onboarding, maintenance, and account servicing, and have worked with enterprise workflow platforms such as Pega. Above all, you are an engineer who designs with resiliency at the forefront — building systems that are fault-tolerant, recoverable, and built to last. This role requires a meticulous, detail-oriented professional who takes pride in the quality, integrity, and robustness of the platforms they own.
Job Responsibility:
Take end-to-end ownership of core client and account operational data, including client profiles, account structures, entitlements, KYC/AML data, and associated reference data across the wealth management ecosystem
Champion and enforce a design philosophy centered on resiliency. Architect solutions with built-in fault tolerance, graceful degradation, automated recovery, and high availability to ensure continuity of service for critical client and account data
Lead the development, configuration, and optimization of enterprise workflow solutions (e.g., Pega) that orchestrate client onboarding, account maintenance, and servicing processes. Ensure workflows are tightly integrated with underlying data platforms
Design, build, and maintain robust, scalable data pipelines for the ingestion, transformation, validation, and distribution of client and account data across the wealth management ecosystem
Implement and enforce rigorous data quality controls, validation rules, and monitoring to ensure the highest standards of data accuracy and completeness throughout the client lifecycle
Develop and manage resilient data services and APIs that provide reliable, real-time access to client and account data for consuming applications and downstream systems
Monitor and manage the health of client and account data systems. Define and track key metrics around system uptime, data freshness, workflow completion rates, and error rates. Act swiftly and decisively to resolve issues
Work closely with upstream data providers, downstream application teams, operations, and compliance to understand data requirements and resolve data-related issues efficiently
Ensure that all data management practices adhere to Citi's data governance, privacy, and regulatory requirements, particularly as they relate to client data, KYC, and AML obligations
Requirements:
6+ years of experience in technology roles within financial services, with a strong focus on client and account data management within Wealth Management
Deep understanding of client onboarding data flows, KYC/AML data requirements, and account lifecycle management within a wealth management context
Strong familiarity with the data structures and systems that support client and account servicing
Hands-on experience with enterprise workflow and Business Process Management (BPM) platforms, with specific experience in Pega being highly desirable
Proven ability to design and implement end-to-end workflows that integrate seamlessly with operational data systems
A strong design mindset with a proven track record of building highly available, fault-tolerant, and recoverable systems
Familiarity with resiliency patterns such as circuit breakers, retry logic, event sourcing, and disaster recovery planning
Strong SQL skills and experience with relational databases (e.g., Oracle, PostgreSQL, SQL Server)
Proficiency in data pipeline development using Python or similar languages
Experience with messaging and event-driven architectures (e.g., Kafka, MQ) for real-time data distribution
Experience with RESTful API design and development, with a focus on reliability and performance
Familiarity with cloud platforms (AWS, Azure, GCP) and their associated services for building resilient architectures
An exceptional eye for detail and a deep commitment to data accuracy and operational rigor
A proactive, hands-on approach to identifying and resolving data and workflow issues quickly and permanently
Strong communication skills with the ability to collaborate effectively across technical and business teams in a global organization
Bachelor's degree in Computer Science, Engineering, Information Systems, or a related technical discipline
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