SVP, Cards Investment & Planning Manager

Citi; Wilmington (DE); On-site; USD 156,000 - 235,000; Full time

Job summary

A leading financial firm is hiring an SVP, Cards Investment & Planning Manager to oversee technology investments and resource prioritization for their Branded Cards & Lending business. This role involves negotiating with senior stakeholders, managing a $100MM+ budget, and ensuring alignment with overall strategic objectives. The ideal candidate will boast over 10 years of experience in the financial services sector and possess exceptional communication and organizational skills.

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 10+ years of experience in financial services.
• Strong project management skills and ability to thrive in high-pressure environments.
• Exceptional communication and presentation skills.

Responsibilities

• Develop and maintain an investment evaluation framework.
• Facilitate decision-making among senior leaders for investment prioritization.
• Prepare clear investment proposals and presentations for management.

Skills

Positive Attitude

Work Ethic

Communication

Interpersonal Skills

Organizational Skills

Project Management

Analytical Skills

Strategic Thinking

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office Suite

Job description

Citi is seeking a highly motivated SVP, Cards Investment & Planning Manager to lead our technology investment strategy, resource prioritization, and budget oversight for the Branded Cards & Lending business. In this critical role, you will coordinate strategic decisioning across a broad set of senior stakeholders, shaping the future of our technology investments. We are looking for a candidate with a proactive attitude, exceptional communication skills, and a demonstrated ability to thrive in a fast-paced environment.

You will be responsible for developing and implementing a robust investment and prioritization framework, ensuring that all investment opportunities are aligned with our strategic objectives. This includes guiding initiatives through their entire lifecycle, from initial prioritization and requirements readiness to successful development, all while ensuring the efficient use of our technology resources and managing a $100MM+ technology budget.

Responsibilities:

Investment Planning & Strategic Alignment:

• Develop and maintain a comprehensive investment evaluation framework.
• Conduct thorough due diligence on potential investment opportunities, working with key stakeholders in the business, technology, finance, and other areas as needed.
• Prepare clear and concise investment proposals and presentations for senior management, highlighting rationale, risks, and potential returns.
• Facilitate decision-making among senior leaders to effectively prioritize investments.

Prioritization & Resource Allocation:

• Establish and champion a transparent and well-organized prioritization process for projects and initiatives, ensuring alignment with strategic goals.
• Meticulously monitor and track the budget for investments and projects, providing regular, insightful updates and recommendations to senior management.
• Act as team subject matter expert in navigating Citi’s centrally managed Investments and Prioritization systems, and execute investments decisions within these systems

Reporting & Communication:

• Develop and maintain key performance indicators (KPIs) to track the effectiveness of investment and prioritization processes.
• Prepare regular, informative reports and presentations for senior management, providing data-driven insights and recommendations.
• Communicate proactively and effectively with stakeholders at all levels, building strong relationships and fostering a collaborative environment.

Process Improvement:

• Continuously evaluate and proactively improve existing investment and prioritization processes to enhance efficiency and effectiveness.
• Stay informed of industry best practices and emerging trends in investment management and strategic planning.

Qualifications:

• Experience: 10+ years of experience in financial services, with significant experience working in complex, multi-stakeholder environments.
• Essential Attributes:
  • Positive Attitude & Work Ethic: Demonstrated ability to maintain a positive attitude, even in the face of challenges and change, with a strong work ethic and a commitment to excellence.
  • Communication & Interpersonal Skills: Exceptional communication and presentation skills, with the ability to convey complex information clearly and persuasively to diverse audiences.
  • Organizational Skills: Superior organizational skills, with the ability to manage multiple priorities, meet deadlines, and maintain meticulous records.
• Technical Skills:
  • Proven ability to thrive in high-pressure, time-sensitive environments.
  • Proven ability to collaborate effectively within a team of diverse skill sets, cultures, and across functional areas.
  • Strong project management skills, with the ability to manage multiple projects simultaneously.
  • Strong analytical skills and the ability to think strategically.
  • Understanding of technology development cycle and familiarity with budgeting & prioritization
  • Proficiency in Microsoft Office Suite.

Education:

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

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Management

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Time Type:

Full time

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Primary Location:

Wilmington Delaware United States

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Primary Location Full Time Salary Range:

$156,160.00 - $234,240.00

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.

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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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Anticipated Posting Close Date:

Jun 23, 2025

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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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