Tech Investment Banking – Strategy & 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

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.