Global Client Onboarding & Process Improvement Lead

Citi; Tampa (FL); On-site; USD 93,000 - 140,000; Full time

Job summary

Citi in Tampa, Florida is seeking an experienced Client Onboarding Manager to lead global onboarding efforts for Investor Services, focusing on governance, workflow mapping, SOPs, and cross-functional collaboration.

The role requires 7–10+ years in onboarding/PM within financial services, strong documentation skills, and an automation mindset to standardize processes for future AI-enabled initiatives.

Based in Tampa, the position offers full-time hours and a competitive salary with Citi benefits.

Qualifications

• 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.
• PMP or other relevant project management certification is a plus.
• Workflow/Process Mapping: Strong experience with process mapping tools such as Visio, or similar.
• Documentation: Excellent written and verbal communication skills, with a demonstrated ability to create clear, concise, and high-quality documentation.
• Change Management: Solid understanding of change management principles and experience in implementing change control processes.
• Automation Mindset: A forward-thinking individual who understands how to structure processes and documentation to support automation.
• Proactive and Driven: A self-starter with a strong sense of urgency and the ability to deliver high-quality work in a fast-paced, dynamic environment.
• Independent Contributor: Capable of working autonomously with minimal supervision, taking ownership of tasks, and driving them to completion.
• Adaptability and Problem-Solving: Adept at navigating complex situations and executing on tasks even when dealing with unfamiliar topics.
• Global Collaboration and Influence: Highly flexible and effective in working with partners across different time zones and cultures.
• Governance and Rigor: A strong commitment to enforcing standards and limiting exceptions, ensuring deviations from the global model have validated justification.
• Technology: Proficiency in Microsoft SharePoint administration and the full MS Office Suite (Excel, PowerPoint, Word).

Responsibilities

• Provide governance for the global client onboarding program and ensure alignment with PM framework.
• Standardize processes and report compliance using scorecards.
• Maintain central deal tracker content, data governance, and quality control.
• Develop end-to-end workflow maps for onboarding activities.
• Lead strategic projects to standardize onboarding across regions.
• Create and maintain global SOPs and desktop guidelines.
• Oversee change management and training for SOP updates.
• Identify opportunities for automation and collaborate with tech teams.
• Collaborate with Sales, Legal, Compliance, and Operations for alignment.

Skills

Governance & standards enforcement

Change management

Automation mindset

Proactive and driven

Independent contributor

Adaptability & problem solving

Global collaboration & influence

SOP/documentation mindset

Strategic transformation initiatives

Stakeholder management

Problem solving

Education

Bachelor’s degree in Business Administration, Finance, or related field

PMP certification (preferred)

Tools

Visio

Microsoft SharePoint

MS Office Suite (Excel, PowerPoint, Word)

Job description

Citi in Tampa, Florida is seeking an experienced Client Onboarding Manager to lead global onboarding efforts for Investor Services, focusing on governance, workflow mapping, SOPs, and cross-functional collaboration.

The role requires 7–10+ years in onboarding/PM within financial services, strong documentation skills, and an automation mindset to standardize processes for future AI-enabled initiatives.

Based in Tampa, the position offers full-time hours and a competitive salary with Citi benefits.