Portfolio Planning & Investment Governance Leader – Senior Vice President

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. 

  

As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. 

  

Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. 

 

 

Job Description Summary

 

We are seeking a highly motivated and experienced Senior Manager to lead critical technology program management, Investment governance, and strategic initiatives within Services Technology. This role involves significant leadership in budgetary processes, investment lifecycle management, governance frameworks, and driving automation and efficiency through innovative solutions. The successful candidate will play a pivotal role in ensuring financial discipline, optimizing risk management, and fostering collaboration across diverse stakeholder groups, with a focus on enhancing transparency, traceability, and proactive management of technology investments.

 

Key Responsibilities

 

Strategic Oversight & Financial Governance

• Lead budgetary reviews and discussions for Services and Services Technology, supporting senior leadership in check and challenge processes
• Drive the Tech mandatory budget allocation process within Services Technology, including collecting estimates from relevant applications and refining a robust budget allocation model
• Provide accurate, thorough information and data related to Services Technology investments to senior management
• Proactively collaborate with Tech and product teams to enhance investment business cases where augmentation is required
• Represent Services Technology at all senior-level workshops and Steering Committees related to the Investment Lifecycle, ensuring Services Tech needs and perspectives are well-represented
• Establish and maintain solid governance structures for tech mandatory initiatives, ensuring adherence to budget targets and optimizing financial performance.
• Manage the TM Program Governance & Budget, contributing significantly to financial discipline and alignment with LOB financial investment and risk management appetites.
• Reduce residual risk in the investment lifecycle by embedding CEAM, architectural governance, and proactive control checks into intake, planning, execution, and benefit realization.
• Formalize a review cadence with lead architects against the tech strategy roadmap and principles, including application health and CI/CD readiness to reduce long-term TCO and technical debt.
• Ensure proper categorization of Investment Requests (IRs) based on benefit types (HC, non-HC cost saves, TCO, tech productivity, revenue protection).
• Oversee the integration of comprehensive risk and control frameworks directly into the TM operating model for proactive identification, assessment, and reporting.

Program & Project Management

• Provide guidance and support for Architecture & Shared Services  PMO management.
• Drive the implementation of standardized Jira workflows for technology mandatory items across all Services Technology LOBs.
• Actively address the root cause of VTM (Vulnerability and Threat Management) management delays through initiatives like Starfleet.
• Oversee the exploration and adoption of generative AI solutions (e.g., Devin.AI) for various use cases, driving productivity savings, and serving as a Services-wide AI/automation liaison.
• Deploy JIRA automation processes for Tech mandatory EOVS (End of Version Support) and NON EOVS to automatically create and assign JIRAs to scrum teams.
• Manage and monitor the execution of tasks and track progress towards goals for EOVS and NON EOVS programs within the TM Lifecycle.

Collaboration & Stakeholder Management

• Foster close collaboration with central teams (e.g., CTI, STP, Services Product and Operations) and various application teams to advance strategic initiatives.
• Build trust and empathy within the team to improve job satisfaction and productivity.
• Collaborate with risk and control teams and SMT-delegates to simplify and optimize operating models.
• Navigate diverse processes across multiple LOBs to achieve consensus on unified standards.
• Engage with LOB-specific stakeholders to facilitate the TM process for program understanding and process explanation, aligning initiatives and creating Epics/Stories.

Data Analysis & Reporting

• Partner with data visualization teams (e.g., QlikSense team) to develop and deliver user-friendly dashboards for investment management and reporting (e.g., IAM Dashboard).
• Create weekly finance reports, communicating variances and misallocation of investment requests to stakeholders.
• Utilize data-driven insights to inform budgetary decisions and identify areas for cost reduction.
• Integrate comprehensive benefit insights into dashboards, encompassing potential, targeted, and realized benefits.

 

Qualifications / Skills

Required

 

• 10+ years of experience
• Proven experience in a lead role managing technology budgets, financial reviews, and investment lifecycles within a large organization.
• Strong understanding and experience with governance, controls, and system enhancement implementation, specifically embedding Process Taxonomy and architectural governance.
• Demonstrated ability to establish and improve project/program management office (PMO) functions and implement standardized Jira workflows for TM items.
• Expertise in driving standardization of processes, particularly for Jira workflows or similar project management tools, across multiple LOBs.
• Experience with technology mandatory initiatives, risk management, and implementing risk escalation processes.
• Ability to secure funding and manage budget adherence for complex technology programs, including multi-year investments.
• Demonstrated success in reducing manual reporting and driving headcount efficiencies through automation (e.g., IAM dashboard implementation).
• Excellent collaboration, communication, and stakeholder management skills, with the ability to build consensus across diverse LOBs and partner teams (e.g., CTI).
• Experience in leading and guiding teams, with a focus on mentorship and fostering team growth.
• A data-driven approach to decision-making and problem-solving, with experience in financial variance analytics and roadmap traceability.
• Proven ability to adapt strategy and demonstrate flexibility in overcoming unexpected challenges.
• Familiarity with generative AI solutions, able to identify use cases for automation and serve as an AI/automation liaison.

 

Desired

 

• Experience with generative AI solutions
• Familiarity with technical risk and cyber risk management.
• Knowledge of investment planning optimization, architectural review processes, and a comprehensive understanding of Process Taxonomy processes and functions.
• Experience in the financial services industry.

 

 

Education:

• Bachelor’s degree/University degree in Finance, BA, management or equivalent experience
• Master’s degree preferred

 

------------------------------------------------------

Job Family Group:

Technology

------------------------------------------------------

Job Family:

Architecture

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Tampa Florida United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$141,440.00 - $212,160.00

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:

Oct 09, 2026

------------------------------------------------------

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

 

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.

 

Illinois residents – AI Notice and Right

------------------------------------------------------

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.