Director – Client Onboarding

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.

Responsibilities:

• 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.

Qualifications:

• 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).

Education:

• Bachelor’s/University degree or equivalent experience, potentially Masters degree and managerial experience

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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