Digital Wealth Product Owner (Vice President)

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• We empower our employees to manage their financial well-being and help them plan for the future

Citi Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single business enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of Wealth, which is to be the leading wealth management provider globally.

We are seeking a strategic and commercially driven Digital Wealth Product Owner (Vice President) to define and execute the digital wealth strategy for affluent and mass-affluent clients. This role is responsible for driving digital wealth adoption, client engagement, investment activity, and revenue outcomes across existing digital wealth capabilities. The successful candidate will work closely with Wealth Product, Advisory, Marketing, Data, Campaign, and Platform teams to shape the digital wealth agenda, optimize client journeys, and deliver business growth through increased utilization of digital wealth solutions.

Key Responsibilities:

• Drive commercial outcomes including digital investment revenue, fresh funds acquisition, client engagement, new investment client growth, and client retention.
• Define the digital wealth strategy and multi-year roadmap aligned to business objectives and evolving client needs, partnering with Platform teams to prioritize initiatives for execution and delivery.
• Define and drive the hybrid engagement strategy for advisors, enabling seamless integration of digital and human-led interactions to enhance client engagement, advisory effectiveness, and investment outcomes.
• Define and execute strategies to grow the wealth franchise by increasing the penetration, engagement, and progression of clients from Mass Banking to Affluent and Ultra-affluent segments.
• Drive adoption and utilization of digital wealth capabilities by identifying opportunities to enhance client journeys, increase investment activity, and deepen client engagement.
• Leverage client insights and data analytics to identify growth opportunities, improve customer journeys, and optimize digital wealth performance.
• Benchmark against leading wealth managers, banks, and fintechs to identify emerging trends, best practices, and opportunities to strengthen the digital wealth proposition.
• Establish and monitor key performance metrics to measure the effectiveness of digital wealth initiatives and drive continuous improvement.
• Lead AI-powered personalization and digital advisory capabilities, including next-best-action recommendations and targeted client engagement strategies.
• Partner with Wealth Product, Marketing, Data Analytics, Campaign, and Platform teams to deliver client-centric wealth experiences and achieve business objectives.
• Provide leadership and strategic direction for the Digital Wealth agenda, with the potential to build and lead a team as the function evolves.

Experience & Expertise

• 10–12 years of experience in Wealth Management, Digital Wealth, Investments, or Digital Product Strategy.
• Strong understanding of wealth management products, digital investing, advisory services, and client engagement models.
• Proven track record of driving digital adoption, customer engagement, and business growth.

Skills & Competencies

• Strong commercial acumen with experience managing business performance and growth metrics. Proven ability to drive business results without dependency on platform upgrades, leveraging existing capabilities to deliver immediate impact while influencing longer-term technology and platform roadmaps.
• Experience leveraging data, analytics, and AI-driven capabilities to enhance customer engagement and personalization.
• Strategic thinker with the ability to translate business objectives into actionable digital strategies.
• Excellent stakeholder management, influencing, and communication skills.
• Strong analytical and problem-solving capabilities.

Preferred Qualifications

• Experience working within leading wealth management institutions, private banks, digital wealth platforms, or fintech organizations.
• Experience from leading digital wealth organizations is highly preferred
• Exposure to AI-driven personalization, digital advisory solutions, and customer engagement platforms.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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