VP / Client Onboarding Manager for Citi Wealth Operations

Citi; Tampa (FL); On-site; USD 93,000 - 141,000; Full time

Job summary

A leading financial institution is seeking a VP / Client Onboarding Manager to oversee a team in the Wealth Operations department. This role involves ensuring compliance, managing account openings, and leading project management initiatives while delivering exceptional service to high net worth clients. The ideal candidate will have extensive experience in banking operations and strong leadership skills.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k)

Life Insurance

Wellness Programs

Paid Time Off

Qualifications

• 6-10 years of experience in documentation review and account opening.
• Previous supervisory experience required.
• Ability to interact confidently with senior management.

Responsibilities

• Manage a team of Banking Account Opening Specialists.
• Ensure compliance with AML laws and regulations.
• Deliver superior customer service and resolve issues.

Skills

Interpersonal Communication

Project Management

Organizational Skills

Customer Service

Education

Bachelor’s/University degree

Tools

OneSource

InView

Systematics

Eclipse

Avoka

Job description

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The Client Onboarding Manager is a strategic leader responsible for the management of team of Banking Account Opening Specialists within Citi Wealth Operations - Private Bank/Wealth at Work Client onboarding department. The team is responsible for documentation review, ensuring compliance with laws and regulations and accurate execution of Banking account opening and maintenance requests for the US and International high net worth clients. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas while working on onboarding questions, issues and projects. Has responsibility for volume, quality, timeliness and delivery of end results in the client onboarding department. Full management responsibility of a team and resource planning, management of people including duties such as performance evaluation, compensation, and hiring. Responsible for various types of project management in the account opening space and managing cross-functional relationships with various teams.

Responsibilities:

• Responsible for thorough understanding of Banking products such as Checking, Checking Plus, Savings, CD/TD, documentation requirements, policies and procedures as well as legal and regulatory requirements.
• Ensure compliance with AML laws and regulations such as FinCen Due Diligence Rule, Customer Identification Program (CIP) and Know Your Customer (KYC)
• Expertise in the Citi Private Bank/ Wealth at Work account opening systems such as OneSource, InView, Systematics, Eclipse, Avoka.
• Liaise with internal teams, such as technology, legal, compliance and business risk to find solutions for complex client onboarding questions and issues.
• Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of high-quality service to customers and internal partners.
• Responsible for various types of project management in the account opening space and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy.
• Supports the motivation of staff through constant interaction with the team.
• Encourages cross functional training for staffs to enrich their skill base.
• Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid management position. Ensures team delivers as per service level agreements.
• Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients.
• Ensures a robust processing environment with effective controls. Establishes risk management practice.
• Maintains a culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results.
• Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
• Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
• Supports training for new staff. Develops job descriptions for hiring. Manages subordinate supervisors and project staff. Manages occasionally complex and variable issues with significant departmental impact.
• Shares responsibility for budget, policy formulation and short-term resource planning. Maintains appropriate staffing /hiring requirements to meet operational needs. Responsible for all training and development needs for assigned personnel.
• Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations, etc.
• 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:

• 6-10 years of experience in documentation review, account opening and maintenance and related Banking products.
• Previous supervisory experience.
• Familiarity with Citi Private Bank’s systems preferred.
• Good interpersonal communication skills. Able to communicate with internal and external business partners.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Demonstrated Project management skill including financial cost management skills.
• Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
• Ability to achieve business objectives without compromising on controls and risk parameters established.
• Ability to interact confidently with senior management and / or regulators.
• Ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues.
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
• Ability to coach and develop people, identifying and retaining talent.
• Proficient knowledge of English (written and spoken).
  
  

Education:

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

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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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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

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.

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Anticipated Posting Close Date:

May 14, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking, Financial Services, and Investment Banking

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