Transforming Citibank's Global Wealth Platform at Enterprise Scale

My Role: Design Lead / Acting Director | Timeline: 12 months | Team: 8 designers (copywriters, UX, UI) across 5 countries | Scope: Global wealth management platform

How I led distributed teams to modernize a regulated financial platform across five countries.

Citibank needed to modernize its global wealth platform without compromising trust, compliance, or delivery velocity. I led design strategy and team coordination to align stakeholders across regions and enable parallel execution at scale.

  • Outcome
  • Modernized platform adopted across markets
  • Reusable patterns scaled across products
  • Improved stakeholder confidence in design leadership
  • Global delivery model reused on future work

The Challenge

Design and delivery were fragmented across regions, regulators risk limited experimentation, and teams were moving in parallel without shared guardrails. The challenge was organizational alignment, not just UX quality.

My Approach

I established a shared experience vision and operating model that allowed teams to work autonomously without fragmenting the platform. I partnered closely with product and business leaders, framing design decisions in terms of risk, trust, and scale.
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