Portfolio Planning and Investment Governance Leader – Senior Vice President

Citi

. Lead budgetary reviews and discussions for Services and Services Technology, supporting senior leadership in check and challenge processes .

Posted 4/23/2026full-timeTampa • Florida, New Jersey • 🇺🇸 United StatesSenior💰 $141,440 - $212,160 per yearWebsite

About the role

Key responsibilities & impact

Lead budgetary reviews and discussions for Services and Services Technology, supporting senior leadership in check and challenge processes
Drive the Tech mandatory budget allocation process, including collecting estimates from relevant applications and refining a robust budget allocation model
Provide accurate, thorough information and data related to Services Technology investments to senior management
Proactively collaborate with Tech and product teams to enhance investment business cases where augmentation is required
Represent Services Technology at all senior-level workshops and Steering Committees related to the Investment Lifecycle, ensuring Services Tech needs and perspectives are well-represented
Establish and maintain solid governance structures for tech mandatory initiatives, ensuring adherence to budget targets and optimizing financial performance
Manage the TM Program Governance & Budget, contributing significantly to financial discipline and alignment with LOB financial investment and risk management appetites
Reduce residual risk in the investment lifecycle by embedding CEAM, architectural governance, and proactive control checks into intake, planning, execution, and benefit realization
Formalize a review cadence with lead architects against the tech strategy roadmap and principles, including application health and CI/CD readiness to reduce long-term TCO and technical debt
Ensure proper categorization of Investment Requests (IRs) based on benefit types (HC, non-HC cost saves, TCO, tech productivity, revenue protection)
Oversee the integration of comprehensive risk and control frameworks directly into the TM operating model for proactive identification, assessment, and reporting.
Provide guidance and support for Architecture & Shared Services PMO management
Drive the implementation of standardized Jira workflows for technology mandatory items across all Services Technology LOBs
Actively address the root cause of VTM (Vulnerability and Threat Management) management delays through initiatives like Starfleet
Oversee the exploration and adoption of generative AI solutions (e.g., Devin.AI) for various use cases, driving productivity savings, and serving as a Services-wide AI/automation liaison
Deploy JIRA automation processes for Tech mandatory EOVS (End of Version Support) and NON EOVS to automatically create and assign JIRAs to scrum teams
Manage and monitor the execution of tasks and track progress towards goals for EOVS and NON EOVS programs within the TM Lifecycle
Foster close collaboration with central teams (e.g., CTI, STP, Services Product and Operations) and various application teams to advance strategic initiatives
Build trust and empathy within the team to improve job satisfaction and productivity
Engage with LOB-specific stakeholders to facilitate the TM process for program understanding and process explanation, aligning initiatives and creating Epics/Stories
Partner with data visualization teams (e.g., QlikSense team) to develop and deliver user-friendly dashboards for investment management and reporting (e.g., IAM Dashboard)
Create weekly finance reports, communicating variances and misallocation of investment requests to stakeholders
Utilize data-driven insights to inform budgetary decisions and identify areas for cost reduction
Integrate comprehensive benefit insights into dashboards, encompassing potential, targeted, and realized benefits.

Requirements

What you’ll need

10+ years of experience
Proven experience in a lead role managing technology budgets, financial reviews, and investment lifecycles within a large organization
Strong understanding and experience with governance, controls, and system enhancement implementation, specifically embedding Process Taxonomy and architectural governance
Demonstrated ability to establish and improve project/program management office (PMO) functions and implement standardized Jira workflows for TM items
Expertise in driving standardization of processes, particularly for Jira workflows or similar project management tools, across multiple LOBs
Experience with technology mandatory initiatives, risk management, and implementing risk escalation processes
Ability to secure funding and manage budget adherence for complex technology programs, including multi-year investments
Demonstrated success in reducing manual reporting and driving headcount efficiencies through automation (e.g., IAM dashboard implementation)
Excellent collaboration, communication, and stakeholder management skills, with the ability to build consensus across diverse LOBs and partner teams (e.g., CTI)
Experience in leading and guiding teams, with a focus on mentorship and fostering team growth
A data-driven approach to decision-making and problem-solving, with experience in financial variance analytics and roadmap traceability
Proven ability to adapt strategy and demonstrate flexibility in overcoming unexpected challenges.

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

budget managementfinancial reviewsinvestment lifecycle managementgovernance implementationrisk managementproject management office (PMO) functionsautomationdata-driven decision makingfinancial variance analyticsprocess standardization

Soft Skills

collaborationcommunicationstakeholder managementmentorshipteam growthbuilding consensustrust buildingempathyflexibilityproblem-solving