Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lewis Schaffer

Tampa,FL

Summary

Experienced leader with a strong track record in Global Supplier Governance, RLS, and Risk Management. Skilled in driving the development of global strategic workforce frameworks through innovative delivery methods, cross-functional collaboration, and effective governance. Proven ability to align organizational goals, optimize operations, and create synergies across teams to support enterprise-wide success.

Overview

38
38
years of professional experience

Work History

Wealth Tech Global Supplier & Resourcing Head - Senior Vice President

Citibank
04.1990 - 07.2025
  • Managed Citi Global Wealth Tech supplier relationships, Resource & Location Strategy, and software planning during Private Bank’s 2022 integration into Wealth, doubling supplier count and managing over $180MM in FPC spend.
  • Transitioned Wealth Technology to Dynamic Fixed Price contract policy in 2024 to better manage monthly accruals, ensure improved forecasting, and enhanced overall vendor contract governance.
  • Designed a 2024 cost-saving strategy to reduce contractor spend by 15% ($25MM+) over 3 years via supplier consolidation and productivity improvements.
  • Contributed to Citi’s 2025 global vendor strategy by centralizing services with three primary suppliers.
  • Oversaw direct and contractor hiring processes, including Renault and Fieldglass approvals, enabling better spend forecasting and accrual tracking.
  • Acted as trusted advisor to senior leaders, guiding project, financial, and resource planning to achieve key business goals.
  • Led Wealth supplier governance that effectively ensured all vendors met Citi regulations and training, as well as meeting contract terms and delivery.
  • Served as Third Party Risk Lead for CPB O&T, overseeing global governance, risk assessments, financials, contracts, SOWs, and exit strategies for the entire supplier base.
  • Led a team of four supporting third-party oversight, software management, resource tracking, reporting, and special projects.
  • Achieved $2MM annual savings on a Bloomberg contract in 2020; personally recognized by then-CPB CEO Peter Charrington.
  • Drove a 2016 supplier consolidation effort, saving $7MM through renegotiated fixed-price contracts and supplier reductions.
  • Partnered with Finance to cut Run the Bank budget by 45% over 5 years through contract renegotiation, system optimization, and decommissioning 54 legacy systems.
  • Led global workforce rebalancing initiative, reducing high-cost location headcount by 32% (203 staff) over two years.

Project Office Manager - Vice President

Citigroup Private Bank Americas
01.2001 - 01.2009
  • Managed all operations of the Americas Technology Project Office, including project review, planning, scheduling, monitoring, and reporting for Citigroup Private Bank systems.
  • Led the Americas Technology budget process by liaising with business leaders and Finance, analyzing project requests, and preparing financial reports and substantiation forms.
  • Ensured compliance with ARR regulations (e.g., Basel II, RCSA) through regular project reviews & self-assessments.
  • Oversaw the technology alliance with CTSG, aligning CPB priorities, updating stakeholders, and supervising consultant hiring for CPB-sponsored projects.

Senior Project Manager - Vice President

Citishare
01.1995 - 01.2001
  • Led Citishare’s Euro readiness project, designing FX conversion rules compliant with EMU and compatible with networks like Cirrus and Plus.
  • Managed launch of in-country settlement and POS for Citibank Hungary using MasterCard’s ISIS and Maestro.
  • Directed Citishare network integration for new Citibanks in New Zealand, Egypt, Canada, and New Jersey, overseeing online testing, audit reviews, settlement, auto-reconciliation, and network connectivity.

Project Manager - Assistant Vice President

Private Bank
01.1993 - 01.1995
  • Provided project management for the Private Bank Client Distribution Services area.

Operations Manager - Citiphone Banking (Automated Voice Response)

Citibank
01.1990 - 01.1993
  • Responsible for the daily operation of Citibank’s automated voice response account information system.

Manager/Voice Services Department

Chase Manhattan Bank
08.1987 - 09.1989
  • Delegated, supervised, and supported activities for nine analysts who handled adds, moves, and new systems implementation for 20,000 line network in the New York metropolitan area.

Education

Bachelor's of Business Administration - Management Information Systems

Pace University
New York City, New York
01.1989

Skills

  • Supplier management expertise
  • Resource allocation strategy
  • Vendor contract management
  • Budget management

Timeline

Project Office Manager - Vice President

Citigroup Private Bank Americas
01.2001 - 01.2009

Senior Project Manager - Vice President

Citishare
01.1995 - 01.2001

Project Manager - Assistant Vice President

Private Bank
01.1993 - 01.1995

Wealth Tech Global Supplier & Resourcing Head - Senior Vice President

Citibank
04.1990 - 07.2025

Operations Manager - Citiphone Banking (Automated Voice Response)

Citibank
01.1990 - 01.1993

Manager/Voice Services Department

Chase Manhattan Bank
08.1987 - 09.1989

Bachelor's of Business Administration - Management Information Systems

Pace University
Lewis Schaffer