Client Onboarding Manager

Citi • Tampa, FL

1d • Onsite

About The Position

We are seeking a highly motivated and experienced Client Onboarding Manager to join our FI Services Onboarding for Investor Services team. The successful candidate will have a strong background in program and project management, with a primary focus on supporting the global documentation and workflow creation of our client onboarding processes. This role is critical in ensuring that our onboarding procedures are efficient, standardized, and well-documented to support our global operations and future automation initiatives.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.
• 7 to 10+ years of experience in a client onboarding, operations, or project management role within the financial services industry, preferably in Investor Services (Custody, Fund Services)
• Proven experience in program and project management, with a strong track record of delivering complex projects on time and within budget.
• Strong experience with process mapping tools such as Visio, or similar.
• Excellent written and verbal communication skills, with a demonstrated ability to create clear, concise, and high-quality documentation.
• Solid understanding of change management principles and experience in implementing change control processes.
• A forward-thinking individual who understands how to structure processes and documentation to support automation.
• A self-starter with a strong sense of urgency and the ability to deliver high-quality work in a fast-paced, dynamic environment.
• Capable of working autonomously with minimal supervision, taking ownership of tasks, and driving them to completion.
• Adept at navigating complex situations and executing on tasks even when dealing with unfamiliar topics. Resourceful in finding solutions and driving progress.
• Highly flexible and effective in working with partners across different time zones and cultures.
• Exceptional collaboration skills with a proven ability to build consensus, secure buy-in from diverse stakeholders, and drive global standardization.
• A strong commitment to enforcing standards and limiting exceptions, ensuring that any deviations from the global model have a thoroughly vetted business justification.

Nice To Haves

• PMP or other relevant project management certification is a plus.

Responsibilities

• Design, develop, and maintain detailed end-to-end workflow and process maps for all global client onboarding activities.
• Analyze existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
• Lead and manage strategic projects aimed at enhancing and standardizing client onboarding processes across different regions.
• Develop project plans, define scope and deliverables, and manage timelines to ensure successful project execution.
• Create, update, and maintain high-quality, global Standard Operating Procedures (SOPs) and desktop guidelines for all onboarding tasks.
• Ensure all documentation is clear, concise, and easily accessible to a global audience.
• Oversee the stabilization of SOPs and implement a rigorous change management process to govern all updates and modifications.
• Ensure all changes are communicated effectively to relevant stakeholders and that training is provided as needed.
• Document all processes with a clear focus on enabling future automation.
• Collaborate with technology teams to identify and implement automation solutions that improve efficiency and reduce manual effort.
• Proactively identify opportunities for continuous improvement within the client onboarding lifecycle.
• Work closely with global teams, including Sales, Legal, Compliance, and Operations, to ensure alignment and consistency in onboarding practices.
• Act as a subject matter expert on client onboarding processes and provide guidance and support to internal teams.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level