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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
Transform onboarding into a digital platform capability
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
Serve as a thought leader internally and externally
Drive adoption of AI, machine learning, and intelligent automation
Deploy advanced analytics and predictive insights
Lead integration of digital identity verification, regulatory technology, and industry onboarding utilities
Partner with fintech and technology firms
Champion a product-led approach
Reimagine the onboarding journey as a client-centric digital experience
Build capabilities such as self-service onboarding portals and real-time dashboards
Drive measurable improvements in client onboarding cycle time and satisfaction
Work closely with Sales, Coverage, and Product teams
Translate client and market feedback into product enhancements
Build a data-driven onboarding ecosystem
Develop onboarding analytics capabilities
Utilize data and AI to continuously optimize onboarding processes
Design scalable global onboarding operating models
Establish operational performance frameworks
Lead transformation initiatives to improve productivity
Manage significant global resources and budgets
Ensure onboarding processes adhere to regulatory compliance
Partner with Compliance, Legal, Risk, and KYC teams
Strengthen control environments through automation
Safeguard Citi’s reputation and client trust
Lead and inspire a global team
Foster a culture of innovation
Collaborate across Citi’s ecosystem
Engage with external partners
Represent onboarding strategy in senior leadership forums
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
Bachelor’s degree or equivalent required
MBA or equivalent graduate degree preferred
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