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Client Onboarding Project Manager

https://www.citi.com/ Logo

Citi

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Location:
United States, Tampa

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

93440.00 - 140160.00 USD / Year

Job Description:

The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business.

Job Responsibility:

  • Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals
  • Responsible for customer interaction
  • Responsible for various types of project management in the account services space
  • Responsible for the day to day management of executing to milestones and budget on one or more projects
  • Assess creation and ensure sign-off of project plan, charter, stakeholder management plan
  • Determines new work procedures, analyzes complex and variable issues
  • Understands client requirements and ensure they are implemented correctly
  • Monitors customer satisfaction and service level and drives process changes
  • Engages in project planning including cost management
  • Develops training content, training materials, trackers for the migration
  • Establishes risk management practice
  • Maintains a strong culture of risk and controls
  • Identifies means to reduce transaction defects
  • Develops performance matrices to track defects, productivity
  • Ensures clean audit results
  • Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
  • Escalate project risks to the Project Director when appropriate
  • Ensure all stakeholders are identified and included in scope definition activities
  • Ensure all areas of the project are appropriately staffed
  • Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions

Requirements:

  • 6-10 years relevant experience in financial services
  • Knowledge in Fund Services and Custody Services
  • Project management skill with in depth knowledge of project artefact management
  • Good interpersonal communication skills
  • Advanced execution skills in a multi-tasking mode
  • Exposure to Customer Service and handling of system, testing and rollouts
  • Ability to achieve business objectives without compromising on controls and risk parameters
  • Ability to interact confidently with senior management and / or regulators
  • Ability to coach and develop people, identifying and retaining talent
  • Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
  • Able to strive under pressure and covert opportunity from risk
  • Should be open to working staggered hour /shift / over weekend and on public holidays
  • Bachelor's/University degree or equivalent experience, potentially Masters degree

Nice to have:

Bilingual is a plus

What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages including vacation, sick leave, and paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 30, 2025

Expiration:
November 04, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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