Wealth Technology Book of Work Program Lead

Responsibilities

• Lead the centralized governance and management of the Wealth Management technology Book of Work, including funded initiatives and sponsored programs.
• Own the annual and ongoing capital planning process, including allocation strategy, prioritization frameworks, and resource trade-offs.
• Coordinate the prioritization of capital and technology resources to balance strategic initiatives, regulatory requirements, and business priorities.
• Oversee the tracking of ongoing spend against approved capital allocations to ensure transparency in financial performance and delivery progress.
• Partner with Wealth Leadership, Technology, and Finance teams to translate strategic objectives into actionable technology demand and funding plans.
• Identify and escalate risks, dependencies, funding gaps, and execution challenges across the Book of Work to senior stakeholders.
• Ensure all governance and capital allocation processes meet regulatory requirements across U.S., EMEA, and APAC jurisdictions.

Requirements

• 15+ years of relevant experience in capital planning, investment governance, portfolio management, or COO/finance functions within financial services.
• Proven track record in technology Book of Work management or capital allocation, preferably within the wealth management domain.
• Deep expertise in expense management, financial tracking, and resource prioritization.
• Exceptional senior-level negotiation, communication, and influencing skills.
• Strong understanding of technology development lifecycles and technology portfolio management.
• Bachelor's degree in Finance, Business, Technology, or a related field.

Preferred Qualifications

• Master's degree or equivalent advanced professional qualification (e.g., MBA).
• Deep knowledge of wealth management operating models and the interplay between business strategy and technology delivery.
• Experience with capital planning at leading wealth management franchises such as Morgan Stanley, Merrill Lynch, Goldman Sachs, or J.P. Morgan.
• Demonstrated experience in driving governance process design and portfolio reporting within complex, matrixed global financial institutions.

Benefits

• Competitive medical, dental, and vision coverage.
• 401(k) retirement savings plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and paid holidays.
• Discretionary and formulaic incentive and retention awards.

About the Company

Citi Wealth is one of the world's largest wealth management businesses, serving affluent, high-net-worth, and ultra-high-net-worth clients globally. We are currently investing significantly in modernizing our technology platforms to deliver best-in-class digital experiences.