Investor services Job at Robert Half (San Francisco)

SVP-Digital Global Onboarding Product Manager - Custody Services - Investor Services

Global Product Manager for Custody Digital Onboarding The Custody Product Manage...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15 years of progressive product management experience in custody in complex, global, and matrixed organizations, fostering an techno-commercial approach to strategic decision-making and product development
Deep knowledge and practical experience integrating digital, data analytics, and emerging technologies (including AI/ML concepts and platforms), with a proactive AI-first mindset to identify and apply solutions within custody operations and client experience
Sound understanding of the custody industry and investment products. Acute insights into competitor offerings, strategic market direction across fintech, data management, and digital innovation
Demonstrated ability to drive commercial outcomes through forward-looking product innovation roadmaps, executing client value propositions across positioning, segmentation, pricing, and digital delivery channels
A highly proactive and innovative mindset, fostering an AI-first, collaborative culture. Outstanding people leadership skills are essential to motivate, influence, and guide teams towards AI-driven technological advancements and business realities
Adept at assessing and managing product-related risks, ensuring compliance, and safeguarding the firm's reputation, clients, and assets
Bachelor's degree/University degree in Finance, Accounting or a related field

Job Responsibility

Manage strategic program roadmap, development, and launch as it relates to digital onboarding solutions
Supervise day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
Drive client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients
Develop plans and execute functional strategies for a country, multiple countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within a region or business
Manage client and competitor market research, develop product innovation roadmap, and address fundamental trials of product commoditization to create an advanced set of solutions
Direct and oversee all aspects of program life cycle management including market demands, technology trends, and the competitive field
Drive achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans
Develop and communicate a business plan to approach the marketplace, and coordinate and implement team procedures, client problem resolutions and client management
Lead innovation by working with external partners/alliances to develop products, manage ongoing relationships, and prepare agreements
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

New

SVP, Citiservice Operations Investor Services –In-Business Risk & Controls

Citi is looking for an In-Business Risk & Controls - Senior Vice President to ta...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10 or more years of experience in Operational Risk Management, Audit, Compliance, or a related control function within financial services
Demonstrated ability to assess risks and evaluate controls across complex, multi-stakeholder environments, translating findings into clear and actionable outcomes
Track record of designing and leading projects that deliver measurable control enhancements and process improvements
Expertise in maintaining a Manager's Control Assessment and applying risk policy frameworks in a regulated environment
Experience managing relationships with Compliance Assurance, Internal Audit, and regulatory bodies, with the ability to facilitate issue resolution effectively
Strong leadership capability, with experience supervising teams and creating a culture of accountability and high performance
Clear and confident communicator, able to present complex risk topics to senior stakeholders and governance forums in a structured and credible manner

Job Responsibility

Lead the risk and control agenda for CitiService Operations Investor Services functions globally and across the Asia South and JANA clusters, ensuring the first-line control infrastructure is robust, current, and effective
Monitor business changes across CitiService Operations to anticipate emerging risk scenarios and act before issues escalate
Design and lead control enhancement projects that improve the quality, efficiency, and resilience of operational processes
Maintain and continuously strengthen the Manager's Control Assessment, ensuring it accurately reflects the risk environment and meets Citi's risk policy standards
Prepare and deliver clear, insight-driven presentations to senior management and governance committees on risk developments, control issues, and remediation progress
Serve as the primary point of contact for audit and assurance teams, coordinating timely and complete responses to all requests and facilitating resolution of identified issues
Collaborate closely with Compliance, Internal Audit, Operations, Product and Technology teams to assess policy changes, implement compliance requirements, and track corrective action plans to resolution
Act as a key contact point on risk and control matters pertinent to Investor Services Operations in APAC, ensuring timely and accurate responses to inquiries and examinations
Oversee adherence to all relevant local and international regulations, internal policies, and operational risk frameworks, proactively identifying and mitigating potential non-compliance issues
Provide strategic guidance and thought leadership on emerging risks and control deficiencies to senior management and relevant governance forums

What we offer

A hybrid working model with 3 days in the office and 2 days working remotely
Senior-level influence over risk strategy and control governance across a significant global business cluster
Direct collaboration with Citi's most senior operations, compliance, and technology leaders
Access to Citi's global learning and development resources
Competitive financial wellbeing benefits
Wellbeing and family support programmes

Fulltime

New

Senior Manager Investor Services

We are looking for an experienced Senior Manager Investor Services to lead clien...

Location

United States , Arlington Heights

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, or a related field
At least 5 years of mortgage servicing experience
5+ years of people leadership experience, including management of 5 or more direct reports
Practical knowledge of mortgage servicing regulations and compliance expectations
Demonstrated ability to manage client relationships, reporting, and service delivery in a servicing environment
Experience overseeing loan administration activities, including onboarding or portfolio transfer coordination
Strong leadership, communication, and stakeholder management skills
Willingness and ability to travel up to 25% as needed

Job Responsibility

Build and maintain strong relationships with investors, servicing clients, and external partners, acting as a trusted point of contact for high-level business needs
Address complex client issues and escalations with urgency, coordinating internal teams to deliver effective and timely resolutions
Contribute to client retention and growth by identifying service enhancements, supporting expansion opportunities, and sustaining a high standard of client experience
Collaborate with sales and executive stakeholders on business development efforts, including presentations, prospect evaluations, and due diligence activities
Establish and refine reporting approaches that highlight operational results, service trends, and client experience metrics for internal and external audiences
Lead the planning and execution of portfolio onboarding, loan boarding, acquisitions, and servicing transfers while ensuring smooth implementation
Direct cross-functional coordination during portfolio transitions to reduce risk, maintain service continuity, and support successful delivery
Promote operational improvements that increase efficiency, strengthen controls, improve scalability, and elevate quality and client satisfaction
Oversee quality management practices, compliance controls, and service commitments to ensure alignment with contractual, organizational, and regulatory standards
Manage and develop department staff through goal setting, coaching, performance feedback, and accountability measures that support a collaborative, high-performing team culture

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Vp Product Owner, Client Data Analytics & Distribution - Investor Services

Are you looking for a career move that will put you at the heart of a global fin...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant number of years relevant business data analysis experience
Bachelor's degree in computer science/business management/engineering, advanced degree is a plus
Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale
Experience with leading digital initiatives as a Product Owner in Agile development process
Extensive experience working with engineers and developers to understand what is technically possible, how to translate customer's needs into technical requirements that delivers scalable, reliable, and standardized data solutions
Strategic, results-driven and passionate about designing best-in-class digital experiences and staying at the forefront of cutting-edge technology in the servicing space
Ability to communicate effectively with both technical and non-technical audiences
Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done
A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges
Familiarity with Investor Services Funds business processes such as IBOR, Fund Accounting, ETF and specifically working with Funds data is extremely desirable

Job Responsibility

Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy
Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data
Work with internal and external stakeholders to prioritize business use cases, provide comprehensive data management, and support data pipelines
Define and document processes to improve and optimize future opportunities
Interpret trends and patterns in complex datasets using statistical techniques to provide ongoing insights across the Financial Services offering and influence our development roadmap
Guide, influence, and convince colleagues in other areas to adopt the latest technologies and framework to support Citi's global data strategy
Use some of the latest technologies and business intelligence tools across AWS, Snowflake, Dataiku, Starburst and more

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Manager Investor Services

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NO...

Location

United States , Chicago

Salary:

110000.00 - 120000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4 year degree and 10 years’ experience in Mortgage Servicing including 5 years management experience
Extensive Client relationship management in Mortgage Servicing
Leadership will manage a team of 4
Ability to address client concerns – most are long term clients of AmeriNat.
Ability to travel up to 25% to meet clients

Job Responsibility

Develop and maintain executive-level relationships with key clients, investors, and business partners.
Lead periodic client business reviews, portfolio performance discussions, service level reviews, and strategic planning meetings.
Serve as the escalation point for significant client concerns and ensure timely resolution.
Support client retention efforts through proactive relationship management, exceptional service delivery, and identification of opportunities to expand service relationships.
Partner with Sales and Executive Leadership to support new business development initiatives, client presentations, and prospect due diligence activities.
Establish and monitor key service delivery metrics to ensure compliance with contractual obligations, service level agreements, and client expectations.
Develop reporting frameworks that provide visibility into operational performance, client satisfaction, and service quality trends.
Lead the governance, planning, and execution of portfolio onboarding, loan boarding, portfolio acquisitions, and servicing transfer activities.
Coordinate cross-functional teams to ensure successful implementation and transition of client portfolios.
Escalate significant risks and issues to executive leadership with recommended corrective actions.

What we offer

bonus
medical insurance
vision insurance
dental insurance
life insurance
disability insurance

Fulltime

Vp Custody Network Manager Investor Services

The Product Manager position is a responsible for managing a product and related...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7-8 years of relevant experience
Experience managing across multi-function and/or global business
Functional experience in marketing, product development, or analytics
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Consistently demonstrates clear and concise written and verbal communication
Demonstrated analytical skills
Demonstrated problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication
Ability to work in a team-oriented environment

Job Responsibility

Oversee day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
Execute client value propositions, positioning, segmentation, pricing, targeting, and competitive differentiation to achieve preferred status as a partner to Citi clients
Assume due diligence and ownership responsibility for a number of markets in the APAC region for solutioning and communicating for Global clients
Act as an editor and publisher at market Guide
Contribute to oversight activities as necessary
Oversee all aspects of technology development platform build/ enhancement, particularly entitlements and data management for Market Guide
Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans
Help drive innovation by working with external partners/alliances to develop products, manage vendor relationships, and prepare agreements
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

Vp- Issue Management Senior Analyst- Investor Services

Individuals in Issue and Operational Risk Event Management are responsible for t...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 6-10 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
10 years of experience in data analytics / data science, experience in area of focus as well as working within a globally dispersed team
Excellent working knowledge of AI tools, Tableau Prep, Tableau Desktop, Excel, SharePoint, and other database systems
Proficiency in Microsoft Office suite
Strong analytical skills, and attention to detail
Demonstrates strong ability for critical thinking, interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level
Consistently demonstrates clear and concise written and verbal communication skills
Ability to both work collaboratively and independently
ability to navigate a complex organization

Job Responsibility

Advanced Analytics & Visualization: Design and develop highly interactive dashboards and reports, utilizing AI tools, parameters, sets, and complex calculated fields. Utilize analytics to assess trends, identify key risks, and develop insights for process improvement
Data Preparation & Transformation: Use AI tools and/or Tableau Prep Builder to combine, clean, shape, and automate data flows from various sources
Performance Optimization: Analyze and tune Tableau workbooks, extracts, and SQL queries to ensure high performance with large datasets
Data Modelling & Architecture: Create efficient data models, blending data when necessary, and maintaining data integrity
Stakeholder Engagement: Collaborate with business users to understand requirements and translate them into actionable, visually compelling dashboards. Provide challenge enabling the key stakeholders to implement sustainable solutions to address root causes
Governance & Support: Publish and manage data, implementing row-level security and best practices
Trend Analysis: Assess and leverage available data and reporting to identify trends, themes and areas requiring stakeholder review via the team's reporting outputs
Team player: Support the team to create, implement and/or improve processes through efficiencies/automation. Assist in the coordination and comprehensive management of risk events with key stakeholders. Support key stakeholders to link corrective action plans to address identified control gaps or failures for risk events
Support Metric Delivery with Quality and Control: Your efforts will directly contribute to delivering metrics that are not only timely but also of the highest quality and subject to rigorous control. You will help maintain consistency and precision in all reported data
Identify and Flag Discrepancies: Proactively identify any discrepancies, errors, or inconsistencies in data and reports, bringing them to the attention of senior team members for resolution

Fulltime

Senior Vice President, Investor Services Sales - Insurance and Pensions

The Global Sales and Solutions Manager will serve as a strategic sales leader an...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant progressive experience in institutional sales, business development, or strategic client relationship management within the financial services industry, with a proven track record of working specifically with insurance and pensions clients and a deep understanding of the Investor Services business
Proven track record of exceeding sales targets, defining target market, driving significant revenue growth, and managing large, complex institutional client portfolios
Extensive knowledge of investment products, market structures, and the competitive landscape within Investor Services, particularly as it relates to insurance and pensions
Demonstrated leadership in originating and closing multi-faceted deals with senior decision-makers
Strong understanding of sales methodologies, negotiation tactics, and client lifecycle management
Bachelor's/University degree in Finance, Business, or a related field
Exceptional Sales Acumen & Negotiation
Executive-Level Communication & Presentation
Strategic Relationship Building
Problem Solving & Solution Design

Job Responsibility

Cultivate and expand deep, trust-based relationships with senior client stakeholders, acting as a strategic advisor on their business needs and aligning Citi's comprehensive Investor Services solutions to their long-term growth objectives
Proactively identify and pursue new sales opportunities, cross-selling, and up-selling across Citi's product suite (Custody, Funds Services, Execution Services)
Lead complex sales cycles from opportunity identification to close, involving deep product knowledge, solution design, and negotiation
Collaborate with internal Subject Matter Experts to structure bespoke solutions that meet client strategic requirements and drive significant revenue
Actively engage in pre-RFP information requests, client due diligence sessions, and new business pitches to secure new mandates and expand Citi's client portfolio across the Insurance and Pension segment
Serve as the primary internal advocate for client needs, translating client requirements into actionable sales strategies and collaborating with product and operations teams to develop market-leading solutions
Leverage profound client and market insights to identify product gaps and emerging client needs, collaborating with Product teams to influence the development of new solutions and enhance existing offerings to meet strategic sales goals

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

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Investor services

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