Senior Wealth Investment Data Tech Lead
$176.72k - $265.08kCiti Group
The Applications Development Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department to establish and implement new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to drive applications systems analysis and programming activities. Responsibilities Manage multiple teams of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) Provide strategic influence and exercise control over resources, budget management and planning while monitoring end results Utilize in-depth knowledge of concepts and procedures within own area and basic knowledge of other areas to resolve issues An ideal candidate will be hands on engineering lead with a knack of solving complex data engineering problems Experience in Wealth Investment data domain is preferred; an ideal candidate will have experience with a large global bank. Experience in design and development of batch/real time Spark processing pipelines. Experience with Kafka is preferred Knowledge of Spark framework – Core Spark, Spark Data Frames, Spark streaming Excellent communication skills and can manage a complex set of stakeholders with a diverse background and ask. Ability to execute multiple priorities and work with stakeholders ensuring appropriate prioritization. An ideal candidate is expected to work and deliver in an enterprise grade Data Governance environment, ensuring adherence to Lineage. Metadata, Catalog, Data Quality, Validation and Reconciliation. Enable cross platform interoperability with focus on self-service and real-time data delivery. Experience with AI technologies including coding assistant like Microsoft Copilot, Calude Code and Devin Ensure essential procedures are followed and contribute to defining standards Integrate in-depth knowledge of applications development with overall technology function to achieve established goals Provide evaluative judgement based on analysis of facts in complicated, unique, and dynamic situations including drawing from internal and external sources Influence and negotiate with senior leaders across functions, as well as communicate with external parties as necessary Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Recommended Qualifications 10+ years of relevant experience Extensive experience in applications development Experience in Wealth Management / Private Bank data space. Familiarity with key investment flows like Post Trade Flows, Portfolio and Risk Modelling, Performance, Market and Reference data including Client and Advisor and IC interactions. Sound knowledge of core investment products like Cash Equity, Fixed Income, Alternatives, Structured Notes and Derivatives. Experience with data technologies such as RDBMS and Hadoop (Cloudera) database. Experience in building cloud native data platforms (AWS & GCP) and exposure to modern data architecture. Experience in building real-time and batch data pipelines to support wide range of Analytics, , Regulatory, Business and Operational use cases Familiar with the big data technologies such as Hadoop, HDFS, Hive, HBase, Spark and Flink Exposure with Snowflake and Databricks is preferred Experience in leading large multi domain / location teams is required. Collaborative and capable of bridging gap between Business, Technology and Analytics team. Experience managing global technology teams Working knowledge of industry & Citi practices and standards Consistently demonstrates clear and concise written and verbal communication. Education Bachelor’s degree/University degree or equivalent experience Master’s degree preferred Primary Location: Jersey City New Jersey United States Primary Location Full Time Salary Range: $176,720.00 - $265,080.00 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. 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. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi
- ...Wealth Data Technical Lead – Vice President We are seeking a technically strong and operationally focused Vice President to join our Wealth Management Technology team in Jersey City. This role is centered on the ownership, design, and management of core client and...Suggested
$60k - $75k
A prominent media company in New York is looking for a Senior Coordinator to enhance the digital workplace experience. The ideal candidate will oversee workplace technology, manage system integrations, and develop key metrics to ensure operational efficiency. With 3+ years...Senior- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience...Senior
- A leading wealth management firm in New York is looking for a Wealth Advisor to manage high-net-worth clients and enhance their investment outcomes. The successful candidate will possess over 7 years of experience in Wealth Advisory and exceptional communication skills...Senior
- TIAA is looking for a Wealth Management Advisor in New York, NY. In this role, you will partner with affluent clients to understand their... ...recommendations. You must maintain a strong knowledge of investment solutions and have excellent communication skills. Ideal candidates...Senior
- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
- A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships... ...should have over 12 years of experience in wealth advisory or client management, demonstrating excellent...Senior$170k - $300k
...seeking a Products Distribution Senior Group Manager in New York.... ...involves strategic partnership with investment teams to enhance product... .... Responsibilities include leading multiple teams, executing functional... ...and a strong background in Wealth Management. The role offers a...SeniorFull time$98.1k - $210k
Bank of America is seeking a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role... ...ensuring compliance, and engaging with clients to address their wealth planning needs. The ideal candidate will have at least five years...Senior- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice to high-net-worth clients, requiring 2-5 years of experience and a commitment to professional...Senior
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services... ...advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses in the securities...SeniorFull time$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering... ...communication skills, and be fluent in data-driven insights. Competitive compensation between...Senior- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry experience and a Series 65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between...Senior
- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and... ...new business, and advising clients on their investment strategies. The ideal candidate will have...Senior
$250k - $300k
...Highspring in New York is seeking a seasoned Senior Financial Advisor to manage high-net-... ...advisory services, develop bespoke investment strategies, and manage key client relationships... ...With at least 12 years of experience in wealth advisory or private banking, a strong...Senior- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families. Candidates must... ...on all aspects of wealth planning and investment management. International travel is required...Senior
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior$200k - $250k
MY Wealth Planers is looking for a Lead Advisor to manage financial planning and investment for clients. This role emphasizes strong relationships, strategic alignment of values and financial goals, and requires 10+ years of advising experience along with CFP® certification...SeniorWork at officeRemote work$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...in‐house services spanning investment management, advanced tax planning, and multi... ...Senior Wealth Planner, you will serve as the lead strategist on sophisticated engagements...SeniorFull timeWork at officeRemote workFlexible hours$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...Development efforts. Gather client data, both quantitative and qualitative, and... ...defining their financial planning and investment needs and objectives. Review and...SeniorWork at officeImmediate start- ...Senior Wealth Advisor SAFE Act - Brooklyn Working at Citi is far more than just a job. A... ...securities recommendations and provide investment advice to clients through a select number... ...clients through converting referral leads. Manage client follow-up and adhere...SeniorWork at office
$125k - $140k
...role in advancing Lord Abbett's wealth management business through high-impact analytics, data stewardship, and domain... ...architecture requirements. Lead Strategic Projects: Own and manage... ...portfolios, SMAs, and alternative investment products ~ A rare blend of hands...Work at officeLocal areaHome office$159.57k - $265.95k
Senior Wealth Advisor page is loaded## Senior Wealth Advisorremote type: Hybrid Positionlocations... .... ## **Primary Responsibilities:*** Leads the client relationship team and has... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess...SeniorTemporary workWork experience placement- ...an innovative and strategic Senior Product Designer (VP) to drive... ...a core focus on alternative investment and wealth management products. Job... ..., user-centered solutions. Lead design for critical investment... ...designing in regulated, data‑rich environments; ability to...Senior
- Harrison Gray Search is seeking a Principal Wealth Manager for a technology-driven wealth management firm in New York City. In this high... ...client relationships, review financial situations, and design investment strategies. Candidates should have 10+ years of investment...Remote job
- This Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their established team... ...seasoned Senior Financial Advisor or Team who leads with planning and has experience...Senior
$130k - $145k
...Job Description Senior Technical Project Manager - Wealth Management Location: New... ...translate complex financial data into actionable strategic... ...platform or similar investment management systems (e.g.,... ...eClerx eClerx is a leading provider of productized services...SeniorFull time- ...financial analysis. Job expectations include leading the process, ensuring timely and accurate... ...teammates on credit requirements. The Senior Credit Underwriter is aligned with the... ...custom lending relationships with strategic wealth clients, driving funded loan balance and...SeniorBank staff
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Investment Data Tech Lead. Be the first to apply!
- data analytics lead New York, NY
- data lead New York, NY
- data team lead New York, NY
- manager workday data conversion lead New York, NY
- technical lead manager New York, NY
- .net tech lead New York, NY
- technical leader New York, NY
- salesforce technical lead New York, NY
- technical lead New York, NY
- senior development executive New York, NY

