Citi · 4 hours ago
Head of Operational Wealth Management Data - Citi Global Wealth Management - C16 - JERSEY CITY
Jersey City New Jersey United States
Full-time
Onsite
Director/Executive
$250K/yr - $500K/yr
15+ years expCiti is a leading provider of financial solutions for affluent clients, and they are seeking a highly skilled senior data leader for their Wealth Management Technology team. This role will focus on managing and optimizing operational data within middle office functions, ensuring data quality and governance while supporting client and advisor-facing operations.
BankingFinanceFinancial Services
Responsibilities
Define and implement operational data strategies and roadmaps for wealth management middle office functions, ensuring alignment with business objectives and regulatory mandates
Establish and enforce robust data governance policies, standards, and best practices for operational data quality, integrity, and security across client, account, advisor, and financial data domains
Manage and ensure the health, consistency, and completeness of critical Systems of Record (SORs), guaranteeing data accuracy and reliability
Implement and oversee processes for client data survivorship, ensuring a single, accurate, and up-to-date view of client information across systems
Develop and maintain data lineage, data dictionaries, and metadata management for operational data flows, ensuring comprehensive understanding of data assets
Design, develop, and maintain robust data models (conceptual, logical, physical) specifically tailored for operational systems, focusing on optimal performance, transactional integrity, and efficient data propagation
Oversee the integration of various operational data sources, ensuring seamless data flow and consistency for downstream client and advisor-facing applications, while actively driving the simplification of the current complex data landscape
Design and implement efficient, real-time, or near real-time data pipelines for operational data ingestion, transformation, and distribution, with a strong focus on scalability, resilience, and high availability
Architect data solutions that are inherently scalable to accommodate growing data volumes and transaction rates, without compromising performance or stability
Implement strategies to ensure the resiliency of operational data systems, including disaster recovery, backup mechanisms, and fault-tolerant designs, to minimize downtime and data loss
Continuously monitor and optimize data systems for peak performance and uninterrupted availability, ensuring critical business operations have constant access to accurate data
Conduct in-depth analysis of operational data to identify data quality issues, inconsistencies, and patterns related to client onboarding, account servicing, advisor activities, and transactional financial data
Collaborate with business and technology teams to proactively identify and remediate operational data defects, implementing systemic solutions to prevent recurrence
Utilize data profiling techniques to continuously monitor and improve the quality of data residing in SORs
Actively identify opportunities to simplify and rationalize the existing operational data landscape, reducing redundancy, complexity, and technical debt
Lead initiatives to consolidate data sources, streamline data flows, and deprecate legacy systems where appropriate, improving overall operational efficiency and reducing cost
Champion best practices in data architecture and engineering that promote simplicity, maintainability, and agility within the wealth management technology stack
Provide critical data expertise and support for operational client and advisor-facing functions, ensuring timely access to accurate and reliable data that drives business processes
Work closely with front-office teams to understand their data needs for operational processes and deliver robust, performant, and available data solutions that enhance efficiency and client experience
Ensure all operational data practices comply with relevant financial industry regulations (e.g., MiFID II, GDPR, CCPA, FINRA) and internal compliance policies, particularly regarding client and financial data
Implement controls and monitoring mechanisms to mitigate data-related risks within operational systems
Qualification
Required
15+ years of experience in data management, operational data analysis, data architecture, or a similar role within the financial services industry, with significant experience in wealth management
Expertise with master data management (MDM) concepts related to client data survivorship
Experience leading large scale transformation/conversion projects for these domains
Proven expertise in operational data management, specifically managing Systems of Record (SORs) and ensuring data quality, scalability, resiliency, performance, and availability for client, account, advisor, and financial data
Knowledge and application of data privacy and security best practices within highly available operational systems
Strong proficiency in SQL and extensive experience with transactional relational database technologies (e.g., Oracle, SQL Server, PostgreSQL) in high-volume, operational environments, with a focus on optimization
Demonstrated experience with data modeling for operational systems and understanding of transactional data patterns
Experience with real-time data processing and integration technologies, designed for high availability and performance
Track record of identifying and executing initiatives to simplify complex data landscapes, consolidating systems, and optimizing data flows
Knowledge of scripting languages (e.g., Python) for operational data processing and automation
Excellent analytical, problem-solving, and communication skills, with the ability to articulate complex operational data concepts and simplification strategies to both technical and non-technical audiences
Ability to work independently and collaboratively in a fast-paced, dynamic environment
Benefits
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
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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