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Citi Services is seeking a visionary Global Head of Client Onboarding to lead the transformation of the end-to-end onboarding experience across our global Services franchise, spanning Payments, Liquidity Management Services (LMS), Trade & Working Capital Solutions (TWCS), Issuer Services, and Investor Services. This role is responsible for architecting and executing a next-generation global onboarding platform that delivers a digital-first, AI-powered, and data-driven client experience, significantly reducing onboarding cycle times while improving transparency, scalability, and operational resilience.
Job Responsibility:
Define and execute the global onboarding strategy for Citi Services, supporting client growth across Payments, LMS, TWCS, Issuer Services, and Investor Services
Transform onboarding into a digital platform capability, delivering seamless, automated, and scalable onboarding journeys for institutional clients globally
Build and lead a multi-year transformation roadmap focused on digitization, automation, AI-driven decisioning, and data-driven insights
Partner with engineering and platform teams to modernize onboarding infrastructure
Establish onboarding as a strategic growth engine, accelerating time-to-revenue for clients adopting Citi Services solutions
Serve as a thought leader internally and externally, shaping the future of digital onboarding in institutional banking
Drive adoption of AI, machine learning, and intelligent automation to streamline onboarding workflows and reduce manual processes
Deploy advanced analytics and predictive insights to optimize onboarding journeys, improve cycle times, and proactively identify onboarding risks or bottlenecks
Lead integration of digital identity verification, regulatory technology, and industry onboarding utilities
Partner with fintech and technology firms to introduce innovative onboarding capabilities and digital collaboration models
Champion a product-led approach, delivering onboarding solutions through continuous iteration using Agile, DevOps, and design thinking methodologies
Reimagine the onboarding journey as a client-centric digital experience, delivering simplicity, transparency, and speed
Build capabilities such as: Self-service onboarding portals, Intelligent onboarding assistants, Real-time onboarding status dashboards, Dynamic documentation management, API-enabled client connectivity
Drive measurable improvements in: Client onboarding cycle time, Client transparency and satisfaction, Digital adoption and automation rates, First-time-right documentation capture
Work closely with Sales, Coverage, and Product teams to ensure onboarding capabilities support client acquisition and product adoption strategies
Translate client and market feedback into product enhancements and platform capabilities
Build a data-driven onboarding ecosystem, enabling real-time insights into onboarding progress, bottlenecks, and client experience metrics
Utilize data and AI to continuously optimize onboarding processes and client journeys
Design scalable global onboarding operating models supported by automation, workflow orchestration, and standardized data models
Establish operational performance frameworks using data-driven metrics, dashboards, and continuous improvement methodologies
Lead transformation initiatives to improve productivity, efficiency, and service quality across onboarding operations
Manage significant global resources and budgets while delivering measurable operational improvements
Ensure onboarding processes adhere to the highest standards of regulatory compliance, risk management, and operational integrity
Partner with Compliance, Legal, Risk, and KYC teams to integrate regulatory requirements into digital onboarding workflows
Strengthen control environments through automation and intelligent control monitoring
Safeguard Citi’s reputation and client trust through strong governance and transparent issue management
Lead and inspire a global team of onboarding, product, and operations professionals
Foster a culture of innovation, experimentation, and continuous improvement
Collaborate across Citi’s ecosystem including Product, Technology, Data, Operations, Coverage, and Risk partners
Engage with external partners including fintech firms, technology vendors, and industry utilities to accelerate innovation
Represent onboarding strategy in senior leadership forums and key client engagements
Requirements:
Extensive leadership experience in financial services, fintech, or technology organizations
Proven experience building or transforming digital platforms, product ecosystems, or client journeys at scale
Deep understanding of client onboarding processes within transaction banking, payments, liquidity management, trade finance, or capital markets services
Track record delivering large-scale digital transformation initiatives involving AI, automation, and modern platform architectures
Experience operating in complex global and matrixed organizations
Product & Platform Leadership: Experience building scalable digital platforms and client experiences, with strong product management principles
Technology Fluency: Understanding of modern digital architectures including: APIs, microservices, workflow orchestration, cloud platforms, data platforms, AI/ML-enabled automation
Strategic & Commercial Acumen: Ability to connect platform innovation with client value, revenue growth, and market differentiation
Client-Centric Innovation: Passion for improving client experiences through technology, analytics, and user-centered design
Leadership & Influence: Exceptional ability to lead global teams and influence senior stakeholders across multiple functions
Agile Delivery: Experience working in Agile, DevOps, and design-led environments, enabling rapid innovation and delivery