We are seeking a visionary and dynamic leader to join our Wealth Management division as the Global Head of Collateral Monitoring Operations. This is a pivotal leadership role to spearhead the strategic transformation and expansion of our collateral monitoring and margin capabilities globally. This role is central to supporting the ambitious growth of our Lending business within Wealth, aligning operational excellence with cutting-edge technology and a forward-looking target operating model that leverages Artificial Intelligence.
The Global Head will be a critical partner to the business and key risk stakeholders, driving innovation and efficiency in collateral management across the entire spectrum of client wealth. This leader will not only ensure robust operational control but will also play a crucial role in shaping the future of our wealth lending platforms through strategic technology buildouts and process re-engineering.
Key Responsibilities:
- Strategic Partnership & Growth Enablement: Act as a strategic partner to the Wealth Lending business, Bankers/Advisors, and key Risk functions (Credit Risk, Market Risk, Operational Risk) to support and enable the aggressive growth objectives of the lending portfolio.
- Visionary Leadership & Transformation: Lead the strategic development and execution of a global target operating model for collateral monitoring and margin operations, embracing technological advancements, including AI, automation, and data analytics, to enhance efficiency, accuracy, and scalability.
- Global Team Leadership: Manage and inspire a high-performing global team, fostering a culture of innovation, continuous improvement, and collaboration, ensuring the team is equipped to support evolving business demands and regulatory changes.
- Operational Excellence & Risk Management: Oversee all aspects of global collateral monitoring, valuation, and margin call processes for a diverse range of wealth management products. Implement best-in-class operational controls and practices to mitigate risks, ensuring compliance with internal policies and external regulations.
- Technology & AI Integration: Drive the integration of new technologies and AI-powered solutions into collateral monitoring workflows, identifying opportunities for digital transformation that streamline operations, improve client experience, and provide enhanced analytical capabilities.
- Cross-Functional Collaboration: Collaborate extensively with Technology, Product Development, Technology, and other operational teams to design, develop, and implement scalable solutions that support new products, regulatory changes, and strategic initiatives.
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- Policy & Framework Evolution: While maintaining robust operational control, contribute to the evolution of collateral-related policies and frameworks by providing practical insights from a global operational perspective, ensuring they are adaptive to growth and technological change.
- Budgeting & Resource Management: Accountable for functional strategy, budgeting, capacity planning, and resource allocation to optimize operational performance and support strategic growth.
Qualifications:
- Experience: Minimum of 15+ years of experience in financial services operations, with at least 8-10 years in a senior leadership role overseeing Collateral Management, Margin Operations, or a related critical control function within Wealth Management or Capital Markets.
- Strategic Acumen: Demonstrated ability to develop and execute global operational strategies that support business growth, technological innovation, and regulatory compliance.
- Domain Expertise: Deep understanding of wealth management lending products, collateral types (equities, fixed income, alternatives), margin methodologies, and associated market and credit risks.
- Technological Fluency: Strong awareness and practical experience with modern financial technologies, automation tools, and Artificial Intelligence concepts relevant to operations and risk management. Experience in driving technology buildouts or transformations is highly desirable.
- Leadership & Influence: Proven track record of leading, developing, and motivating large global teams. Exceptional ability to influence and collaborate effectively with senior stakeholders across business, risk, and technology functions.
- Regulatory Knowledge: Solid understanding of relevant global financial regulations pertaining to collateral management, derivatives, and wealth management.
- Communication: Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex operational and strategic concepts to diverse audiences.
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. An MBA or other advanced degree is a plus.
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Join us in a role where your leadership will directly shape the future of our Wealth Management operations, driving innovation and enabling significant business growth.
Cash and Collateral Management ------------------------------------------------------
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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Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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