CrawlJobs Logo

Services Client Onboarding Transformation Head

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , New Castle

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

170000.00 - 300000.00 USD / Year

Job Description:

The Client Onboarding Sr Grp Mgr manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be doing involved or responsible for diverse (cross-discipline) activities. Typically, a direct report to a C16 role and function as an intergral member of the functional leadership team within a country/site location, job family, or line of business.

Job Responsibility:

  • Strategic professional who anticipates and designs changes to business systems, processes and tools within an area of expertise
  • May manage a large/complex global organization with responsibility for full range of a business function
  • Partners with other Citi business units and strives to facilitate their success
  • Often requires development of new concepts and approaches to solving issues affecting business/ geographic region or a major segment of it
  • Manages financial budget for multiple and global departments
  • Supports a wide range of internal clients (product, sales, client delivery, and Customer Service) and external corporate clients
  • Builds credibility and trust with the senior management team across the regions
  • Manages multiple high priority visible projects
  • Reviews and analyzes data on productivity and efficiency
  • makes strategic decisions on solutions and improvements
  • present recommendations to organization and senior management
  • Develops strong partnership with Compliance/Risk, Finance, and HR
  • Applies broad and comprehensive understanding in multiple functional areas as well as underlying business principles
  • Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas
  • Impeccable integrity and judgment
  • Frequently involved in a variety of broad based and complex issues requiring conceptual thinking
  • Requires advanced judgment and conducts in-depth quantitative or qualitative analysis to structure and solve problems and develop new, innovative solutions
  • Sought after for technical expertise and insight into business initiatives, solutions or projects
  • Maintains detailed understanding of the business and applies industry and market knowledge to drive improvements within the functional area
  • Determines strategic approach and is responsible for implementing functional strategy
  • Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s)
  • Significant impact on the business by making decisions that determine technical approaches and strategies for the area
  • Proven ability to manage complex issues and implement and manage a successful risk/control environment
  • Execution focused, overcomes obstacles and minimizes bureaucracy
  • Champions mobility, diversity, training, compliance initiatives
  • Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations
  • draws on diverse range of internal and external sources
  • Influences and negotiates with senior leaders (across functions)
  • may communicate with external parties
  • Full management responsibility of an Operations department, including management of people, budget and planning
  • Provides strategic direction for departments managed
  • Drives end results of an area and exercises control over resources, policy formulation and planning
  • Activities primarily affect a sub function
  • Engages in short to medium-term planning of actions and resources for own area
  • Manages complex and highly variable issues with substantial departmental/product impact
  • 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

Requirements:

  • Extensive managerial experience required
  • Exceptional track record in people leadership. Strong senior stakeholder management experience. Experience in Reference Data Management. Familiarity with external products and services that add value to client and operation reference data management. Sound knowledge of Transactional Life Cycles, Reference Data Management and Settlement process of Securities. Strong academic qualifications would be desirable
  • Exceptional spoken and written English skills. Strong Microsoft skills: Word, Excel, PowerPoint. Strong focus on Control and Process optimization and documentation. Proven project and process management skills. Proven people management. Proactive and able to work on own initiative. Flexibility. Good communication skills with the ability to be assertive. Organized with an excellent attention to detail. Ability to focus on high quality work while under pressure. Comfortable working with large quantities of data. Comfortable working independently in a dynamic and challenging environment. Proficient knowledge of English (written and spoken)
  • Bachelor’s/University degree or equivalent experience, potentially Masters degree and managerial experience

Nice to have:

  • Strong academic qualifications would be desirable
  • potentially Masters degree
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
May 05, 2026

Expiration:
May 11, 2026

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Services Client Onboarding Transformation Head

EMEA Head of Asset Servicing Accounting

We are seeking a highly experienced and strategic leader to fill the role of EME...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10+ years of extensive practical experience in Corporate Actions, gained from a Fund Accounting, Middle Office, or Custody background
  • Extensive practical experience in contributing to and leading significant operations and technology improvement programs as well as client onboarding initiatives, ensuring seamless integration and positive client experiences
  • Proven experience working effectively within an international and multi-cultural business environment
  • Exceptional leadership and team management abilities
  • Strong analytical and problem-solving skills, particularly in complex corporate action scenarios
  • Excellent communication and interpersonal skills, capable of influencing and collaborating across diverse stakeholders
  • A strategic mindset with the ability to translate vision into actionable plans
  • Proactive risk management and mitigation capabilities
Job Responsibility
Job Responsibility
  • Lead and manage the EMEA Asset Servicing Accounting team, comprising approximately 50 individuals, providing services to a diverse international client base
  • Oversee the end-to-end process of sourcing, validating, and accounting for corporate action events within Fund valuations
  • Provide expert guidance and support to clients in successfully electing on upcoming voluntary corporate action events
  • Actively engage and collaborate with global, cross-functional partners to spearhead and drive forward critical Operating and Technology Transformation Initiatives
  • Demonstrate strong strategic thinking capabilities, anticipating market and regulatory changes, and developing long-term plans for the department
  • Cultivate and implement a robust and proactive approach to risk management, ensuring compliance and mitigating potential operational and financial risks
  • Effective dealing directly with external clients and internal management at all levels of the organization
What we offer
What we offer
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Global Head of Client Onboarding

Citi Services is seeking a visionary Global Head of Client Onboarding to lead th...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
  • Fulltime
Read More
Arrow Right

Global Head of Client Onboarding

Citi Services is seeking a visionary Global Head of Client Onboarding to lead th...
Location
Location
Ireland , Dublin
Salary
Salary:
230000.00 - 420000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
  • Technology Fluency (understanding of modern digital architectures including APIs, microservices, workflow orchestration, cloud platforms, data platforms, AI/ML-enabled automation)
  • Strategic & Commercial Acumen
  • Client-Centric Innovation
  • Leadership & Influence
Job Responsibility
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
  • Fulltime
Read More
Arrow Right

EMEA Head of Asset Servicing Accounting

We are seeking a highly experienced and strategic leader to fill the role of EME...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10-15 years of experience within Banking, Finance, Funds Services, Middle Office Services, Securities Services, Custody or in a Market Data services organization
  • In depth knowledge of one of: Funds Services / Fund Accounting / Securities Services / Middle Office / Custodian / Security Reference Data Management / Product Data Management. Major positive differentiator will be Asset Servicing and / or Securities Reference Data
  • Extensive practical experience in contributing to and leading significant operations and technology improvement programs as well as client onboarding initiatives, ensuring seamless integration and positive client experiences
  • Proven experience working effectively within an international and multi-cultural business environment
  • Exceptional leadership and team management abilities. Experience in being a manager of managers
  • Strong analytical and problem-solving skills, particularly in complex corporate action scenarios
  • Excellent communication and interpersonal skills, capable of influencing and collaborating across diverse stakeholders
  • A strategic mindset with the ability to translate vision into actionable plans
  • Proactive risk management and mitigation capabilities
Job Responsibility
Job Responsibility
  • Lead and manage the EMEA Asset Servicing Accounting team, comprising approximately 50 individuals, providing services to a diverse international client base
  • Oversee the end-to-end process of sourcing, validating, and accounting for corporate action events within Fund valuations
  • Provide expert guidance and support to clients in successfully electing on upcoming voluntary corporate action events
  • Actively engage and collaborate with global, cross-functional partners to spearhead and drive forward critical Operating and Technology Transformation Initiatives
  • Demonstrate strong strategic thinking capabilities, anticipating market and regulatory changes, and developing long-term plans for the department
  • Cultivate and implement a robust and proactive approach to risk management, ensuring compliance and mitigating potential operational and financial risks
  • Effective dealing directly with external clients and internal management at all levels of the organization
What we offer
What we offer
  • Company car
  • Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
  • Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
  • Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
  • Employee Assistance Program financed by Employer
  • Paid Parental Leave Program (maternity and paternity leave
  • statutory and 2 weeks additional paid paternity leave)
  • Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
  • Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
  • Additional day off for volunteering
  • Fulltime
Read More
Arrow Right

Head of Client Finance Enablement

Homes for Students is seeking a strategic, delivery-focused Head of Client Finan...
Location
Location
United Kingdom , Harrogate
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Accountant (ACCA, ACA, CIMA or QBE) or a strong track record of leading finance transformation and operational improvement initiatives
  • Demonstrable experience of aligning teams, rationalising processes and embedding new ways of working within a finance function
  • Strong systems knowledge with hands-on experience of finance system implementations and change programmes
  • Experience managing or coordinating remote and geographically dispersed teams
  • Strong project and programme management capability with a proven record of delivering complex, multi-stakeholder initiatives
  • Ability to lead, influence and coordinate teams and individuals without necessarily holding direct line management authority across all areas
  • Strong analytical, process design and problem-solving skills
  • Excellent stakeholder engagement and relationship management capability across all levels
  • Structured and strategic thinker with strong planning and prioritisation skills
  • Ability to manage multiple concurrent initiatives while maintaining quality and focus
Job Responsibility
Job Responsibility
  • Lead the alignment of dispersed teams and service providers into a consistent, unified approach and operating model with standardised processes, controls and expectations
  • Provide oversight and coordination of individuals and teams across multiple locations, ensuring clarity of role, accountability and performance standards
  • Lead and manage finance-related change programmes from initiation through to implementation and sustainable embedding into business as usual establishing clear project governance structures for all change activity
  • Ensure successful transition of completed initiatives into BAU, with appropriate handover, documentation and support
  • Lead the implementation and rollout of finance systems and technology enhancements across the department, including the deployment of AI and automation tools to generate efficiencies, improve accuracy, and reduce manual processing
  • Champion the modernisation of finance systems, reporting frameworks and data capabilities
  • Coordinate training programmes to support technology adoption and build team capability
  • Rationalise and streamline processes across Client Finance, removing duplication and reducing complexity, while identifying inefficiencies and suggesting and designing improvement initiatives
  • Support, create, and implement new financial processes as new clients onboard or requirements evolve
  • Support with aspects of the annual Client Money Audit programmes and regulatory or compliance-driven finance initiatives
What we offer
What we offer
  • Generous holiday package of 25 days, plus bank holidays
  • Access to a range of exclusive retail discounts
  • Birthday day off
  • Cycle-to-work scheme
  • 2 charity days per annum
  • Fulltime
Read More
Arrow Right

Head of Group Depositary Bank Services

The Head of Group Depositary Bank Services leads the Group Depositary Bank funct...
Location
Location
Luxembourg , Luxembourg
Salary
Salary:
Not provided
quintet.com Logo
Quintet Private Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Further professional Education (Masters / Professional qualification)
  • More than 5 years experience in a similar role
  • Deep understanding of depositary bank duties under AIFMD/UCITS and other relevant frameworks
  • Expertise in alternative investments and their operational complexity
  • Strong analytical investigative and problem-solving skills
  • Excellent communication skills, able to interact confidently with regulators, auditors and clients
  • MS office Suite
  • Fluent in English and French
Job Responsibility
Job Responsibility
  • Act as the senior commercial and functional representative of the Depositary Bank, partnering closely with the Front Office on pre-sales, onboarding and client discussions across regulated and non-regulated fund structures, while preserving full independence and conflict-of-interest safeguards
  • Lead and continuously enhance the depositary control framework covering safekeeping, cash-flow monitoring and oversight duties for both liquid and illiquid assets, adapted to the regulatory status of the funds in scope
  • Ensure robust onboarding and ongoing oversight of alternative and illiquid investments, including appropriate ex-ante and ex-post controls, taking into account jurisdictional specificities and regulatory expectations
  • Oversee Depositary Bank services provided in the Netherlands, ensuring consistency of governance, controls and service quality with the Group framework
  • Represent the Depositary Bank function in internal governance forums, client service reviews, industry working groups and regulatory interactions with the CSSF and other competent authorities, as applicable
  • Ensure clear and regular reporting to internal committees on depositary activities, risks, incidents, remediation actions and escalations across all jurisdictions and fund types
  • Drive transformation and continuous improvement initiatives, including process harmonisation, automation and tooling, supporting the scalability of the Depositary Bank function
  • Act as a key contributor to strategic projects impacting the depositary function and manage relationships with key vendors and BPO partners across jurisdictions
  • Lead, develop and motivate the Depositary Bank teams, fostering cross-border collaboration and maintaining high standards of professionalism, expertise and talent development
Read More
Arrow Right
New

Head of Internal Stakeholder and Project Management

Join the team transforming how healthcare is delivered for chronic and specialty...
Location
Location
United States , Cambridge; Morristown
Salary
Salary:
206250.00 - 297916.66 USD / Year
sanofi.fr Logo
Sanofi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10 years' experience in scientific communications, medical affairs, or within a medical communications agency supporting pharmaceutical clients
  • Advanced scientific or medical degree (e.g., PhD, PharmD, MD, MSc) required
  • Demonstrated expertise in medical communications strategy and execution
  • Proven ability to build and lead centers of excellence or shared service functions
  • Experience managing large teams (40+ people preferred) with global scope and complexity
  • Proven track record of delivering cost savings through operational excellence and process optimization
  • Experience in enterprise-wide transformation and change management across multiple regions and business units
  • Global leadership experience across multiple regions with demonstrated ability to manage cultural and regulatory complexity
  • Strong organizational, leadership, and stakeholder engagement skills
  • Proven ability to manage complex client relationships and lead cross-functional teams
Job Responsibility
Job Responsibility
  • Sanofi Internal Stakeholder Management (25%): Lead and mentor a team of Account Managers across multiple therapeutic areas, ensuring excellence in client service and delivery while managing cost optimization initiatives across all disease areas
  • Build and maintain strong relationships with key stakeholders to ensure alignment on priorities and timely delivery of agreed objectives across therapeutic areas and Global Business Units (GBUs)
  • Collaborate with internal teams (scientific, creative design studio, and market access) to ensure projects are delivered with scientific accuracy, on time, and within budget while driving cross-portfolio resource allocation and prioritization
  • Uphold the highest standards of quality and scientific integrity across all client-facing deliverables
  • Resolve escalated issues swiftly and maintain transparent, proactive communication across all levels
  • Participate in therapeutic area performance reviews to ensure stakeholder priorities are addressed and shared accountability for agreed deliverables is maintained
  • Project Management Center of Excellence Leadership (30%): Lead the Head of Project Management to develop and implement a center of excellence for project management across the organization, driving enterprise-wide standardization and economies of scale
  • Establish standardized project management methodologies, best practices, and governance frameworks to be applied consistently across portfolios and regions, reducing duplication and operational waste
  • Create a centralized project management support function that provides expertise, tools, and resources to stakeholders across the organization while optimizing costs through shared services model
  • Develop scalable project management frameworks that can adapt to different project sizes, complexities, and therapeutic areas while maintaining efficiency gains
What we offer
What we offer
  • high-quality healthcare
  • prevention and wellness programs
  • at least 14 weeks' gender-neutral parental leave
  • Fulltime
Read More
Arrow Right

Director Sales- PSU Accounts

We are looking for a high-impact Senior Sales professional with a strong hunting...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
in10stech
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10–15 years of experience in enterprise technology/software sales
  • Strong track record of selling enterprise software solutions to PSU BFSI clients
  • Proven success in hunting and onboarding large BFSI and PSU accounts
  • Experience handling government/PSU procurement and compliance processes
  • Strong CXO connects within PSU Banks, Insurance, and BFSI ecosystem (must-have)
  • Deep understanding of BFSI domain (banking, insurance, financial services)
  • Excellent communication, negotiation, and stakeholder management skills
  • Strong ownership mindset with ability to work independently and close deals
Job Responsibility
Job Responsibility
  • Identify, prospect, and acquire new customers across PSU Banks, Insurance PSUs, and large BFSI enterprises
  • Leverage existing CXO relationships to open doors and accelerate deal cycles
  • Drive end-to-end sales lifecycle — from lead generation to deal closure
  • Sell enterprise-grade technology/software solutions to BFSI clients, particularly within PSU environments
  • Position value-driven solutions aligned with digital transformation, core modernization, compliance, and security needs
  • Manage large, complex, and long sales cycles involving multiple stakeholders
  • Build and maintain strong relationships with CIOs, CTOs, CDOs, and business heads in PSU Banks and Insurance organizations
  • Engage at leadership level to understand strategic priorities and align solutions accordingly
  • Lead discussions on commercials, negotiations, and closures
  • Demonstrate strong knowledge of BFSI industry landscape, including regulatory frameworks, digital initiatives, and IT priorities
  • Fulltime
Read More
Arrow Right