Director - Technology Investment Banking Business Execution Lead

Citi; New York (NY); Hybrid; USD 170,000 - 300,000; Full time

Job summary

Citi is seeking a Director - Technology Investment Banking Business Execution Lead to drive strategy across the Technology Investment Banking group. The role emphasizes analytics, KPI reporting, and cross‑functional collaboration to enhance productivity and governance.

The role requires strong leadership, strategic thinking, and the ability to manage complex initiatives in a global matrix organization, with a hybrid work model in San Francisco.

Qualifications

• 10+ years of relevant experience within Investment Banking or similar industry in a client facing, strategy, business management or consulting role is required.
• Proven experience in successfully driving strategic projects across a large matrixed organization.
• Strong problem solving, analytical, execution and communication skills, both written and verbal.
• Ability to work under pressure in a deadline driven environment while maintaining attention to detail and accuracy.
• Ability to independently own work and operate with a limited level of direct supervision.
• Consistently detail-oriented, goal-oriented and able to work in a team.
• Top consulting background a plus.

Responsibilities

• Partner with Global Group Heads in setting and implementing strategy
• Manage client target market and conduct market share analysis
• Work with Banking management in driving strategic initiatives related to business growth, clients, and coordinate across product groups, geographical clusters, sectors, and functional partners to drive effective change
• Operate business processes; oversee and prepare management analyses and reporting, including KPIs
• Streamline processes, technology, and collaborate with functional partners to build consistent policies and procedures
• Conduct in-depth research and perform deep dives on the business; develop a strong understanding of market dynamics, emerging trends, and industry implications
• Numerous ad-hoc analyses and presentations for senior management, framing issues and synthesizing key findings of team analyses and recommendations
• Foster a collaborative team environment, providing guidance and coaching, promoting knowledge sharing and skill development
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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

Skills

10+ years experience

Strategic project leadership

Problem solving

Excellent communication

Advanced Excel

PowerPoint

Independent worker

MBA preferred

FINRA 79 & 63 preferred

Education

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

Tools

Excel

PowerPoint

Job description

Director - Technology Investment Banking Business Execution Lead

Job Req Id:

26967049

Location(s):

San Francisco, California, United States

Job Type:

Hybrid

Posted:

Sep. 22, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi's Banking franchise is organized around three lines of business: the Investment Bank, offers strategic and financial advisory services on a wide range of M&A transactions and capital-raising activities; the Corporate Bank, which serves as the conduit of Citi's full product suite to clients; and the Commercial Bank, which helps mid-sized companies address the challenges of rapid growth and international expansion.

The Banking Business Execution (BBE) team is responsible for developing and executing the integrated Banking strategy, managing common capabilities, and driving cross-business initiatives to achieve simplification, efficiency, and increased productivity.

Within the BBE team sits the Business Execution Lead (BEL), which is a global senior management position responsible for providing support on strategic initiatives and running essential business execution functions. The BEL will work directly with the Technology Investment Banking group heads to coordinate and manage activities such as the tracking of business performance and productivity measures, revenue and expense management, client administration, and other administrative needs, along with ad hoc projects, as necessary.

Responsibilities:

• Partner with Global Group Heads in setting and implementing strategy
• Manage client target market and conduct market share analysis
• Work with Banking management in driving strategic initiatives related to business growth, clients, and coordinate across product groups, geographical clusters, sectors, and functional partners to drive effective change
• Operate business processes; oversee and prepare management analyses and reporting, including KPIs
• Streamline processes, technology, and collaborate with functional partners to build consistent policies and procedures
• Conduct in-depth research and perform deep dives on the business; develop a strong understanding of market dynamics, emerging trends, and industry implications.
• Numerous ad-hoc analyses and presentations for senior management, framing issues and synthesizing key findings of team analyses and recommendations
• Foster a collaborative team environment, providing guidance and coaching, promoting knowledge sharing and skill development
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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

Qualifications:

• 10+ years of relevant experience within Investment Banking or similar industry in a client facing, strategy, business management or consulting role is required
• Proven experience in successfully driving strategic projects across a large matrixed organization
• Strong problem solving, analytical, execution and communication skills, both written and verbal
• Ability to work under pressure in a deadline driven environment while maintaining attention to detail and accuracy
• Ability to independently own work and operate with a limited level of direct supervision
• Consistently detail-oriented, goal-oriented and able to work in a team
• Ability to conduct research/analysis, synthesize large sets of data and convey a clear story supported by findings; top consulting background a plus
• Advanced Excel and PowerPoint expertise
• Consistently develop and maintain effective work relationships, and work as a team
• Bachelor's degree or equivalent; MBA or equivalent preferred
• FINRA 79 & 63 series licenses preferred, but not required

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Job Family Group:

Business Strategy, Management & Administration

Job Family:

Business Execution & Administration

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$170,000.00 - $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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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 (opens in new window)

Citi is an equal opportunity employer

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 (opens in new window). View Citi's EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.