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Platform Director

Role overview

Qualifications

  • Bachelor’s degree or foreign equivalent in Computer Science, Computer Engineering, or related field
  • 8 years of progressive experience as Principal Consultant, Business Integration Arch Manager, or related position
  • Experience in developing and implementing Salesforce enterprise applications

Responsibilities

  • Lead efforts to shape and deliver digital platforms for Wealth Management experiences
  • Own the technology strategy and execution of Wealth Management journeys and experiences
  • Manage the delivery of multiple agile teams and interdependent platform teams
  • Serve as a senior technology partner to Wealth executive stakeholders

Key facts

Hard skills

Other skills

  • Forecasting
  • Team Management

About the company

Citizens logo

Citizens

Banking

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank. You’re made ready and so are we. #MadeReady

Company details

Company typeLarge
IndustryBanking
Company size10001

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Job description

Citizens Financial Group, Inc. (CFG) seeks a Platform Director for its Chicago, Illinois location.

Responsibilities:

•    Lead efforts to shape and deliver the digital platforms that power Citizens’ Wealth Management experiences. 
•    Responsible for strategic ownership, alignment, and delivery of Wealthfocused technology platforms, with Salesforce serving as a foundational system of engagement across advisor, client, and operational workflows. 
•    Own the technology strategy, platform alignment, and execution of Wealth Management journeys and experiences, with particular focus on Salesforce-based capabilities develop high-quality technology solutions to support digital platforms for banking operations.
•    Provide end-to-end leadership for Salesforce and adjacent Wealth platforms, ensuring cohesion across custom development, configuration, integrations, and vendor solutions.
•    Manage the delivery of multiple agile teams and interdependent platform teams, including in-house engineering, configuration, and vendor partners.
•    Ensure integrity, resilience, and quality across Salesforce and integrated platforms supporting Wealth business processes. 
•    Serve as a senior technology partner to Wealth executive stakeholders, translating business strategy and regulatory needs into executable platform roadmaps. 
•    Define success metrics, acceptance criteria, and outcomes across platforms to ensure consistent delivery and measurable business value. 
•    Drive alignment across platform roadmaps, enterprise architecture standards, and Wealth priorities. 
•    Ensure Wealth advisor and client journeys are cohesive, intuitive, and scalable across channels and touchpoints.


Qualifications:

Requires a Bachelor’s degree or foreign equivalent in Computer Science, Computer Engineering, or related field followed by 8 years of progressive experience as Principal Consultant, Business &
Integration Arch Manager, or related position developing and implementing Salesforce enterprise applications.

Full term of experience must include:

•    Developing and implementing Salesforce enterprise applications, including Salesforce classic, Salesforce Lightning, Apex, Triggers, Batch Processes, Controllers, EmailHandler, Database, System APIs, Dashboards/Reports, Lead Conversion, Audit, Forecasting, Lightning (Pages and Components), LDS, Visual Force (Pages, Components, Controllers, and Tabs Data), SOQL, SOSL, Workflow & Approvals, Formulas, Validation Rules, Email Templates, Roles, Profiles, Permission Sets, Groups, Knowledge Roles, Folders, Field Encryption, OAuth2.0, Client-Server SSL Certificates, Single SignOn (IdP and SdP) Security Gateways, Salesforce Shield, and CipherCloud; 
•    Developing Salesforce sandbox platforms and environments, including Sales Cloud, Service Cloud (including the implementation of Salesforce Voice, contract management, and CTI integration with products like Avaya, Service console, and Omni channel), Salesforce Experience Cloud (including the implementation of Partner/customer facing portals developed using Salesforce components, HTML, CSS, and Java script), Financial Services Cloud, Marketing Cloud, and Vlocity; 
•    Implementing third party applications into Salesforce, including Marketo and Silverpop for marketing, lead, and campaign management, Docusign for document execution, Conga and Thunderhead for document generation, QAS Experian, and Zuora; 
•    Integrating solutions between SFDC and external systems like Morning Star, Specifi, and Envestment to implement business processes; 
•    Facilitating the implementation of the Salesforce data models, providing guidance on how and when to create custom objects, junction objects, and other model items; 
•    Utilization of Salesforce APEX data loader; 
•    Utilizing Salesforce Web Service APIs, including SOAP and REST, to work with data returned by API response payloads; 
•    Deploying, building, and migrating processes in a Salesforce environment using associated tools, including Welkin Suit, Copado, and Git Hub Enterprise; 
•    Managing technology projects by developing and retaining a team of technologists; and 
•    Defining design approaches with technical and non-technical stakeholders that are aligned with a customer-centric product vision and ensuring best practices around engineering and documentation are understood and followed.

100% remote work permitted from any US location.

Worksite: 71 S Wacker Drive, 29th Floor, Chicago, IL 60606 United States, 40 hrs/wk. Salary Range: $214,365 - $292,000/year. EO employer.

To apply visit our website at https://jobs.citizensbank.com  and apply online (Job ID: 49681) or email resume and cover letter to Recruiting@Citizensbank.com with subject line: 49681

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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