Director, Head of Statements - Services

Citi; New York (NY); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Hybrid work model

Health benefits

401(k) plan

Paid time off

Parental leave

Life insurance

Disability coverage

Job summary

Citi is seeking a senior leader to head Statements within Platform and Data Services. You will design product strategy, operating models, and risk management across client statements, partnering with products and clusters to align on reporting, pricing, and data enablers.

You will drive analytics on client usage and digitization opportunities, manage budgets and senior stakeholder expectations, and lead a global enrichment engine for statements leveraging CDM.

Qualifications

• 15+ years of experience with 8-10+ years in a managerial role.
• Strong leadership for pricing execution in the Services business.
• Knowledge of Payments & Receivables, Investor, and Issuer products.
• Excellent cross-team collaboration and executive communication.
• Mastery of Treasury & Trade Solutions products.
• Bachelor’s degree; Master’s preferred.
• Proficient in Microsoft Office (Excel advanced, PowerPoint).

Responsibilities

• Perform Deep Dive and Develop Recommendations for Product Strategy
• Revisit Pricing Rate Card for Statements
• Develop inventory of product data not included in statements, as well as identify remediation requirements
• Validate Product (Statements) Processor Data
• Develop Global standard statement enrichment engine leveraging payments CDM
• Manage client issues and enhancement requests related to statements
• Manage technology budget and project prioritization
• Work with products to identify risks in the statement production process and implement strategic solutions and compensating controls when the strategic solution has not been implemented yet
• Manage formal risk issues and corrective action plans to closure
• Define and drive analytics, tools and initiatives to measure client usage patterns and digitization adoption opportunities

Skills

Leadership

Executive presence

Strategic thinking

Communication

Project management

Data analytics

Stakeholder management

Pricing strategy

Education

Bachelor’s degree

Master’s degree

Tools

Microsoft Excel

PowerPoint

Job description

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi's Platform and Data Services (PDS) team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Head of Statements will be responsible for designing, implementing, and executing product strategy, operating models, technical architecture, and risk management for client statements across Services. This role requires close partnership with all products, functions, and clusters when applicable.

Currently, there are many different statements and transaction reporting mechanisms across Services products, and this role will require the successful candidate to have a Services-wide view on reporting channels and capabilities, client usage, pricing strategy, infrastructure consolidation, and product roadmap.

This role reports into the Head of Pricing, Billing and Statements (PBS), and is part of the Platform and Data Services (PDS) organization.

What you’ll do

• Perform Deep Dive and Develop Recommendations for Product Strategy
• Revisit Pricing Rate Card for Statements
• Develop inventory of product data not included in statements, as well as identify remediation requirements
• Validate Product (Statements) Processor Data
• Develop Global standard statement enrichment engine leveraging payments CDM
• Manage client issues and enhancement requests related to statements
• Manage technology budget and project prioritization
• Work with products to identify risks in the statement production process and implement strategic solutions and compensating controls when the strategic solution has not been implemented yet
• Manage formal risk issues and corrective action plans to closure
• Define and drive analytics, tools and initiatives to measure client usage patterns and digitization adoption opportunities

What we’ll need from you

• 15+ years of experience, including 8-10+ years' managerial experience
• A highly motivated and experienced professional prepared to lead and manage a complex yet important pricing execution and strategy in the Services business
• Knowledge of Payments & Receivables, Investor, and Issuer products and the nature of how clients use these services, how they are priced, etc.
• Experience in collaborating across teams to receive relevant information from each respective team required.
• Forward looking, strategic thinker with strong understanding of Treasury & Trade Solutions products
• Creative, innovative, high energy with strong initiative
• Strong communication skills
• Strong executive presence
• Comfortability presenting to senior leadership
• Influencing skills to manage stakeholders effectively
• Strong execution and project management skills: thorough follow-through & attention to detail
• Strong analytical and problem-solving skills; familiarity with data analytics a plus
• Excellent interpersonal skills and ability to work with partners
• Bachelor’s Degree or equivalent, Master’s a plus
• Proficient in Microsoft Office (Excel advanced proficient preferred, PowerPoint proficient)

What We Offer

At Citi, we put our people first. Joining the Platform and Data Services team means stepping into a collaborative, performance-driven environment where your work has direct impact on global clients and business outcomes. You will benefit from a hybrid working model - 3 days in the office and 2 days working remotely - alongside a competitive and comprehensive benefits package designed to support your financial wellbeing, health, and long-term growth.

• Competitive base salary, reviewed annually to reflect your contribution and market positioning.
• Discretionary annual performance-related bonus linked to individual and business results.
• Hybrid working model with 3 days in the office and 2 days working remotely each week.
• Medical, dental, and vision coverage options to support you and your eligible dependents.
• 401(k) plan with company matching contributions to help build your long-term financial security.
• Paid time off including vacation, personal days, and observed federal holidays.
• Paid parental leave to support you and your family at important life moments.
• Life insurance and disability coverage to protect you and your loved ones.
• Employee Assistance Program providing confidential support across health, financial, and personal matters.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to manage healthcare and dependent care costs.
• Special discounts for employees, family members, and friends across a range of products and services.
• Access to a broad portfolio of learning and development resources to support your continued professional growth.0

Primary Location

New York New York United States

Time Type

Full time

Primary Location Full Time Salary Range

$200,000.00 - $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.

Anticipated Posting Close Date

Oct 14, 2026

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