What are the responsibilities and job description for the Head of Advisor & Branch Workspace Technology - Director position at Executive?
This Director position seeks a visionary and experienced technology leader to define and execute the strategic direction for the Advisors, Branch and broader front office desktop needs within retail banking & wealth management. The role involves leading a global team to deliver, enhance, and manage technology platforms that support client-facing teams, drive business growth, and improve operational efficiency.
Key Responsibilities:
- Strategic Leadership & Vision: Develop and own the multi-year technology strategy for Workstation, including CRM and practice management, aligning with business goals, championing innovation, and driving platform adoption.
- Platform Ownership & Delivery: Oversee the entire SDLC for associated applications, ensuring stability, scalability, and security.
- Stakeholder Partnership: Act as the primary technology partner to senior business leaders, translating objectives into a scalable technology roadmap and delivering measurable value.
- Team Management & Development: Lead, mentor, and grow a global team of product managers, software engineers, and business analysts, fostering excellence and collaboration.
- Data & Analytics Strategy: Ensure the platform serves as a central source of truth for client data, driving advanced analytics, reporting dashboards, and AI-driven insights.
- System Integration: Architect and manage seamless integration with other enterprise systems (e.g., marketing automation, data warehouses, core banking platforms).
- Vendor & Financial Management: Manage relationships with key technology vendors (e.g., Salesforce) and oversee the budget, forecasting, and financial planning for the technology portfolio.
- Governance & Compliance: Ensure all solutions adhere to strict enterprise-wide standards for data privacy, information security, and regulatory compliance.
Qualifications:
- Experience:
- 15 years in a senior technology leadership role.
- 5 years hands-on experience with enterprise-scale front office & CRM platforms (e.g., Salesforce, Microsoft Dynamics).
- Proven track record leading large, globally distributed technology teams.
- Significant experience within the financial services industry (Investment Banking, Wealth Management, Corporate Banking).
- Skills:
- Expert-level knowledge of front office architecture, data models, and best practices.
- Ability to partner with and influence senior business executives.
- Exceptional leadership, communication, and interpersonal skills.
- Strong strategic thinking and problem-solving abilities.
- Proficiency in Agile and DevOps methodologies.
- Strong financial acumen and experience managing significant budgets.
- Education: Bachelor’s degree in computer science, Information Technology, Engineering, or a related field.
Preferred Qualifications:
- Master’s degree or MBA.
- Salesforce certifications (e.g., Salesforce Certified Technical Architect, Application Architect).
- Experience leading large-scale digital transformation projects in complex, regulated environments.
- Knowledge of AI/ML applications within a CRM context (e.g., predictive analytics, lead scoring).
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Job Family Group:
Technology------------------------------------------------------
Job Family:
Applications Development------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Jersey City New Jersey United States------------------------------------------------------
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jun 08, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
Salary : $170,000 - $300,000