What are the responsibilities and job description for the Wealth Technology, Head of Intelligent Marketing & Personalization Platforms, Director position at Executive?
We are seeking a visionary and deeply technical leader to serve as the Director and Head of Intelligent Marketing & Personalization Platforms. This is a senior, hands-on leadership role responsible for architecting and executing the next generation of marketing technology (MarTech) and AI-driven personalization for Citi Wealth Management. You will own the strategy and delivery of a hybrid ecosystem, blending best-in-class external tools with sophisticated, custom-built internal platforms.
The ideal candidate is a true "player-coach" with a rare combination of skills. You are a MarTech expert with hands-on experience in enterprise platforms like Adobe's Customer Data Platform, but also a seasoned engineer who has built bespoke AI-powered tools like "next best action" engines from the ground up. With a strong architectural mindset and deep domain knowledge in Wealth Management, you will lead the charge in using technology and AI to create hyper-personalized experiences for our clients and empower our marketing teams with intelligent tools.
Key Responsibilities:
- MarTech & AI Strategy: Define and own the strategic vision and technical roadmap for marketing and personalization technology, ensuring alignment with the goals of the Wealth Management business.
- Platform Architecture: Architect a cohesive and scalable MarTech ecosystem that seamlessly integrates external SaaS platforms (e.g., Adobe Customer Data Platform) with proprietary, internally developed applications and data stores.
- Next Best Action Engine: Lead the architecture, development, and continuous enhancement of our in-house Next Best Action (NBA) engine. This includes overseeing the creation and deployment of sophisticated propensity models to drive intelligent, timely recommendations.
- Hands-On Technical Leadership: Act as the senior technical authority and a hands-on leader for the team. Guide the development of custom applications, lead the integration of complex platforms, and provide expert-level guidance on both MarTech configuration and AI model development.
- AI-Powered Personalization: Champion and implement advanced AI/ML techniques to accelerate marketing efforts. Drive initiatives in hyper-personalization, dynamic content optimization, intelligent audience segmentation, and journey orchestration.
- Workflow & Application Development: Oversee the design and development of associated workflows and applications that connect marketing insights to tangible actions within the advisor and client-facing channels.
- Stakeholder Partnership: Build strong, collaborative relationships with senior leaders in Marketing, Data & Analytics, and Product Management to translate strategic business needs into a robust and effective technology execution plan.
Qualifications:
- Experience: 15 years of progressive experience in technology, with at least 7-10 years in a senior role focused on Marketing Technology, Data Science, or a related field.
- Domain Knowledge: Deep understanding of the Wealth Management domain, including the client lifecycle, advisor workflows, and marketing/sales funnels.
- MarTech Expertise: Hands-on, expert-level experience architecting and implementing major marketing technology platforms, with specific, demonstrable experience with Customer Data Platforms (e.g., Adobe Customer Data Platform, Segment, Tealium).
- Custom Development & AI:
- Proven, hands-on experience architecting and building in-house marketing decisioning systems, with specific experience developing Next Best Action (NBA) engines.
- Deep familiarity and practical experience with the underlying propensity modeling and machine learning techniques required for such systems.
- Demonstrable experience applying AI/ML to solve concrete marketing challenges.
- Architectural & Engineering Acumen:
- A strong architectural mindset with a proven track record of designing and integrating complex, large-scale, hybrid (cloud/on-prem) systems.
- Significant hands-on application development experience (e.g., Python, Java) and a deep understanding of the full software development lifecycle.
- Experience designing and implementing business workflows and automation is a significant plus.
- Leadership: Proven ability to lead, mentor, and inspire a high-performing team of engineers and data scientists. Ability to influence across a matrixed organization and communicate a compelling technical vision to senior executives.
Education:
- Bachelor’s degree in Computer Science, Engineering, Data Science, or a related field.
- Master’s degree or MBA is a strong plus.
------------------------------------------------------
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.
------------------------------------------------------
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:
Apr 13, 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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Salary : $170,000 - $300,000