The Challenge
Citi Wealth is building the next generation of digital platforms for ultra-high-net-worth clients and advisors. You'll architect the global digital strategy from the ground up-owning everything from .com to advisor platforms-and cement digital as the core engine of growth and brand differentiation.
Your Mission
Audit current digital touchpoints across Citigold, CPC, Citi Private Bank, and Wealth at Work-identify gaps, compliance risks, and UX friction points
Define and socialize the global digital roadmap with product, design, regional leads, and senior stakeholders; lock in strategic priorities and governance model
Establish baseline KPI framework and measurement infrastructure across all digital channels-website traffic, email engagement, advisor adoption, conversion lift
Assess existing martech stack (CMS, marketing automation, personalization, analytics)-recommend tools, integrations, and modernization roadmap
Launch optimized digital experience across at least two key platforms (e.g., Citigold digital onboarding, advisor portal redesign) with measurable lift in engagement or conversion
Build and operationalize global digital governance model-brand standards, regulatory compliance, approval workflows-rolled out across all regions
Scale digital team-hire 3-4 specialists (performance marketing, personalization, content ops); establish agency partner relationships and vendor management cadence
Deliver executive-ready monthly digital performance dashboard-track website KPIs, campaign attribution, advisor activation rates, sentiment signals across channels
KPIs You'll Own
Digital Channel Engagement Rate
Track email open/click rates, web session depth, advisor platform usage-benchmark against wealth management industry standards and month-over-month lift.
Client Conversion Funnel (by Segment)
Measure qualification-to-account-opening rates across Citigold, CPC, and Private Bank segments-isolate digital touchpoint contribution.
Advisor Activation & Adoption
Monitor advisor portal login frequency, feature usage, content engagement-proxy for advisor enablement and client-facing impact.
Brand Consistency & Compliance Score
Audit digital touchpoints quarterly for brand alignment and regulatory adherence-flag violations, track remediation time.
Cross-Channel Attribution ROI
Model revenue influence of digital channels (web, email, social, display)-show which channels drive highest-value client segments.
Tools & Stack
Your Team
Your Manager
Chief Marketing Officer or Chief Digital Officer (Citi Wealth)
Current Team
Small specialist team to be built out; agency partners and vendors for execution
New hire-backfill of expanded digital leadership role
The Package
Salary
$250K-$320K base
Variable
Likely 40-60% bonus tied to digital KPIs and business growth
Remote
On-site, New York, NY (Citi headquarters)
Benefits & Perks
Company Intelligence
Citi is one of the world's largest banking institutions, with deep expertise in wealth management and private banking. Citi Wealth serves ultra-high-net-worth and high-net-worth clients across multiple segments (Citigold, Citi Private Client, Citi Private Bank). They're modernizing their digital platform ecosystem to compete with digital-native wealth platforms.
Founded
1812
Customers
Ultra-high-net-worth individuals, high-net-worth families, institutional wealth managers
Culture
Traditional banking culture with increasing emphasis on digital innovation; highly regulated, compliance-first mindset; global operations
Is This Role For You?
- You've led digital transformation at a Fortune 500 financial services or wealth management firm and understand regulatory constraints (compliance, AML, data privacy)
- You're equally comfortable with strategy and execution-can define a 3-year roadmap but also roll up sleeves to unblock a platform launch
- You've built and scaled digital teams, managed agency partners, and owned martech infrastructure from selection through optimization
- You thrive in matrix organizations and can influence without direct authority-think product, design, risk, regional teams as true partners, not obstacles
- You measure everything and can translate digital metrics into business impact (client acquisition cost, lifetime value, advisor productivity, revenue influence)
- You expect full remote or want to avoid New York-this role is on-site and requires close collaboration with Citi HQ leadership
- You're a pure strategist uncomfortable with implementation details or hands-on problem-solving; Citi expects the head of digital to also drive execution rigor
- You lack experience in highly regulated industries or find compliance conversations tedious-wealth management digital is deeply governed by risk, legal, and regulatory teams
- You're looking to move fast and break things; Citi's culture is risk-conscious and change-managed. You'll need patience and stakeholder alignment.
Interview Process
Recruiter Screening (30 min)
Background, digital leadership experience, regulatory exposure, appetite for on-site role and Citi culture fit
Hiring Manager (VP/CMO) - First Round (60 min)
Deep dive on digital strategy approach, martech decisions, team-building, and how you'd diagnose current state at Citi Wealth
Cross-Functional Panel (90 min)
Meet product, design, UX, compliance, and regional marketing leads. Discuss collaboration model, governance philosophy, and real challenges
Executive Round (60 min)
Chief Digital Officer or Chief Marketing Officer-strategic vision, stakeholder management, and board-level communication
Case Study / Take-Home (async, 1-2 weeks)
Likely scenario: audit a specific digital property, propose roadmap, outline risks and governance-show strategic thinking and execution mindset
Ready when you are
Interested in this role?
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