Wealth at Work - Client Experience Head, Citi

Citi

Location:
United States, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

170000.00 - 300000.00 USD / Year

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Job Description:

The Client Experience Group Manager is a leadership role specializing in onboarding, focusing on delivering an exceptional client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires extensive leadership, management, and technical skills, emphasizing process improvement, risk management, and team development to achieve business objectives and maintain regulatory compliance.

Job Responsibility:

Leading a team proficient in client service, operational process management, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) processes
Coaching and guiding teams to foster a culture of growth and development
Overseeing day-to-day servicing and processing activities
Delivering exceptional onboarding and account management
Expertise in understanding the end-to-end operational processes for onboarding and account management to identify and implement improvements
Developing and implementing strategies to enhance effectiveness, delivery, and outcomes
Collaborating with sales, product, and functional teams to implement scalable processes, drive change, and improvements
Proficient about regulatory requirements and controls to assess and mitigate risk

Requirements:

15+ years of experience in financial services operational management
Licensing: 7/66, Series 24 or series 9 & 10 (or willingness to obtain within 150 days of hire)
Demonstrated leadership experience and previous team management
History of identifying and implementing process and control improvements
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills
Experienced in business process improvements
Committed to continuous improvement and fostering a strong employee culture
Bachelor's/University degree or master's degree

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:
November 26, 2025

Expiration:
December 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth at Work - Client Experience Head

Citi

Location:United States, New York

Category:Banking

Contract Type:Employment contract