Sr. Lead – eDiscovery Information Management & Workflow Designer (Hybrid)

Citibank, N.A.

We are seeking a highly skilled and motivated leader with a diverse experience and skills necessary to lead technology and process systems enhancements within the eDiscovery & Records Management Operations team (“eDRMO”), with a special focus on designing automation and information management systems. The eDiscovery team at Citi prides itself on utilizing tools and enhancing processes to allow the team to take advantage of the force-multiplier effect, and we are looking for a teammate that enhance and elevate the team to the next level.  As a Senior Lead, you will be instrumental in shaping and implementing strategies that align firmwide initiatives as well as develop advanced technology products to manage the entire data lifecycle, ensuring the integrity and security of operations.


  • Lead, design, and oversee the execution of a comprehensive technology integration and workflow design strategy for the purpose of enhancing eDiscovery processes, data governance, and records management operations.
  • Establish framework for program functions and protocols that positively assist, identify, and implement suitable models for eDRMO team process and applications, optimizing them for performance and accuracy.
  • Develop and execute sound data management procedures and controls, ensuring sustainable compliance with retention and hold requirements that also considers future technology implementation impact.
  • Work closely with team members and internal clients to understand needs and challenges, providing a custom solution that delivers on needs and challenges.
  • Consult, advise, and work with cross-functional teams to establish and confirm that technology initiatives comply with legal and regulatory requirements, implementing robust security measures to protect sensitive data.
  • Provide mentorship, comradery, and guidance to foster a culture of innovation and team collaboration.
  • Map and bridge various data systems and technology tools into a centralized command center for review, audit, analytics, reporting, and records keeping ensuring eDRMO team is meeting set milestones and maintaining necessary records.
  • Identify opportunities for efficiency enhancements, automation, and process improvement, minimizing risk, and increasing team productivity.
  • Appropriately assess risk when making business decisions, adhering to policy, applying ethical judgement, and driving compliance with applicable laws, rules, and regulations.


  • 10-15 years of experience, with prior experience in eDiscovery and Legal Operations at a Financial Institution.
  • Thorough knowledge of the eDiscovery process, evolving regulatory standards, industry trends, and landscape of  legal support tools and technologies that relate to data reduction and management.
  • Proven ability to independently handle multiple projects and priorities simultaneously with professionalism.
  • Superior communications skills, exception organization skills, keen analytical abilities, and strong ethical standards.
  • Candidate must understand the sense of urgency as it relates to Litigation and Regulatory Litigation matters and demonstrate their ability to effectively provide support and guidance.
  • Ability to think strategically, creatively, issues-spot effectively, and yet move practically to continue the momentum/forward motion of a project.
  • Strong interpersonal skills to interact effectively with people at all organization levels and functions. Excellent project management skills, presenting and communicating to senior management.
  • Proven leadership experience in implementing technology solutions within large-scale environments.
  • Expertise in Electronic Discovery, WORM systems, data remediation, and cybersecurity. Familiarity with relevant archive systems such as Bloomberg Vault, SMARSH Enterprise Safe, ZL Vault, and M365 Purview is a bonus.
  • Exceptional problem-solving skills with a track record of reducing costs and improving operational efficiency.
  • Demonstrates confidence and agility in challenging times, creating an environment where individuals hold themselves to the highest ethical standards.


  • Bachelors/University degree, Master’s degree preferred

The Legal Support Sr. Lead Officer is a senior level, non-attorney role, responsible for providing legal support to the Citi Legal team. This role requires a pragmatic, proactive professional with thorough understanding of the Citi Legal Team. The overall objective of this role is to provide support to the Legal Team.


Job Family Group:



Job Family:

Legal Professionals


Time Type:

Full time


Primary Location:

Irving Texas United States


Primary Location Full Time Salary Range:

$144,480.00 – $216,720.00

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 Available offerings may vary by jurisdiction, job level, and date of hire.


Anticipated Posting Close Date:

Jun 05, 2024


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries (“Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the “EEO is the Law” poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

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