Global Head of Client Onboarding – Citi Services

Citi • New York, NY

14d

About The Position

Global Head of Client Onboarding – Citi Services Role Overview 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. The role sits at the intersection of product management, platform engineering, data, operations, and client experience, and will lead the transformation of onboarding into a scalable platform capability that accelerates client activation, drives revenue growth, and differentiates Citi’s Services franchise globally. The successful candidate will combine product leadership, technology fluency, and operational excellence to build a scalable onboarding ecosystem leveraging modern digital platforms, APIs, advanced analytics, automation, and AI. This leader will manage global teams across regions and partner closely with Technology, Operations, KYC, Product, Sales, Coverage, and Risk leadership to deliver industry-leading onboarding capabilities. Why This Role Matters Citi Services powers the financial operations of the world’s largest institutions. The onboarding experience is a critical gateway to client relationships and revenue activation. This role represents a unique opportunity to reimagine and rebuild onboarding as a global digital platform, leveraging AI, automation, and advanced data capabilities to deliver faster client activation, superior experiences, and long-term competitive advantage. The successful candidate will help build the industry’s most advanced onboarding ecosystem for institutional clients, setting new standards for digital onboarding across the global financial services industry. Role Overview 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. The role sits at the intersection of product management, platform engineering, data, operations, and client experience, and will lead the transformation of onboarding into a scalable platform capability that accelerates client activation, drives revenue growth, and differentiates Citi’s Services franchise globally. The successful candidate will combine product leadership, technology fluency, and operational excellence to build a scalable onboarding ecosystem leveraging modern digital platforms, APIs, advanced analytics, automation, and AI. This leader will manage global teams across regions and partner closely with Technology, Operations, KYC, Product, Sales, Coverage, and Risk leadership to deliver industry-leading onboarding capabilities. Why This Role Matters Citi Services powers the financial operations of the world’s largest institutions. The onboarding experience is a critical gateway to client relationships and revenue activation. This role represents a unique opportunity to reimagine and rebuild onboarding as a global digital platform, leveraging AI, automation, and advanced data capabilities to deliver faster client activation, superior experiences, and long-term competitive advantage. The successful candidate will help build the industry’s most advanced onboarding ecosystem for institutional clients, setting new standards for digital onboarding across the global financial services industry.

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.
• Agile Delivery Experience working in Agile, DevOps, and design-led environments, enabling rapid innovation and delivery.

Nice To Haves

• MBA or equivalent graduate degree preferred

Responsibilities

• Strategic Leadership & Platform Transformation
• Digital Innovation & AI-Driven Transformation
• Client Experience & Product Mindset
• Data, Analytics & Platform Intelligence
• Operational Excellence & Platform Scalability
• Risk, Governance & Compliance
• Leadership & Ecosystem Collaboration

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• For additional information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

What This Job Offers

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