Global Client Onboarding & Process Excellence Lead

Citigroup Inc.; Tampa (FL); On-site; USD 84,000 - 140,000; Full time

Job summary

Citigroup Inc. is seeking a Client Onboarding Manager for the FI Services Onboarding team in Tampa, Florida, to lead governance, end-to-end workflow mapping, and program management across global onboarding activities.

The role emphasizes standardization, data governance, SOP creation, change management, and collaboration with Sales, Legal, Compliance, and Operations, with a focus on automation and future AI integration.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field.
• 7–10+ years in client onboarding, operations, or project management in financial services.
• PMP or equivalent project management certification is a plus.
• Strong governance, program and project management experience.
• Experience with process mapping tools (Visio) and documentation.
• Ability to drive automation and continuous improvement.
• Excellent communication and cross-functional collaboration.
• Ability to work across time zones and cultures.

Responsibilities

• Provide governance for global onboarding program and ensure PM framework alignment.
• Enforce standardization and report compliance via scorecards.
• Maintain central deal tracker data governance and quality.
• Create and communicate global onboarding reports and metrics.
• Design end-to-end onboarding workflows and map processes.
• Lead strategic projects to standardize onboarding worldwide.
• Develop, update SOPs and desktop guidelines.
• Oversee change management for SOP updates and training.
• Document processes to enable automation and collaborate with technology teams.
• Collaborate with Sales, Legal, Compliance, and Operations.
• Lead transformation initiatives and maintain deal estimation artifacts.
• Support AI/automation integration opportunities.

Skills

Program & project management

PM certification (PMP)

Process mapping

Documentation

Change management

Automation mindset

Independent contributor

Global collaboration

Governance & compliance

SharePoint administration

MS Office

Education

Bachelor's degree in Business Administration or Finance

Tools

Visio

SharePoint

MS Office Suite

Job description

Citigroup Inc. is seeking a Client Onboarding Manager for the FI Services Onboarding team in Tampa, Florida, to lead governance, end-to-end workflow mapping, and program management across global onboarding activities.

The role emphasizes standardization, data governance, SOP creation, change management, and collaboration with Sales, Legal, Compliance, and Operations, with a focus on automation and future AI integration.