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Client Onboarding Group Manager

Citi

Citi

Toronto, ON, Canada
USD 141,600-212,400 / year
Posted on Sep 25, 2025

The Client Onboarding Group Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals under the Services NAM Client Onboarding team. Require a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level, and be able to build a high performing team.

Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.

Responsibilities:

  • Manages teams with respect to on-time and proper execution of onboarding tasks, internal trainings, control and reporting to Head of NAM Corporate and Public Sector Client Onboarding. Executes on all people leadership functions, managing absence and holiday leave, remuneration etc. Drives continuous improvement and project implementation for the team and whole unit. Ensures cohesion between different internal functions and teams. Drives the ongoing development, growth and stability of the organization.
  • Provides oversight of all processes, procedures and control functions of activities as well as taking care of on-going acquaintance of staff with new procedures, rules and regulations , external rules or with changes occurring in binding internal regulations, procedures, bank regulations and external rules binding staff in managed organizational structures.
  • Ensures effective operational risk management, compliance of processes with regulations - ensuring system monitoring risk including quality assurance matrices and entitlement reviews. Identifying risks within the managed processes and undertaking initiatives associated with prevention. Ensures management of tools in accordance with binding regulations. Ensures proper functioning of system for monitoring quality indicators, ensuring that corrective undertakings are implemented on time and in proper manner. Ensures high levels of productivity across all teams. Agree, adhere to, and exceed service level agreements that appropriately support our business partners. Ensures high quality of output across teams. Drives improving quality processes, reduce operational costs including overtime, increasing effectiveness. Ensures efficient management information systems and capacity plans. Drives partnership with all Citi units and persons as described in operational procedures, execution of communication with internal and external customers within day-to-day processes.
  • Ensures effective management of initiatives and projects across internal teams, including documentation and tests. Manages migrations of new processes, functions into the team, whilst ensuring risk analysis of new processes. Ensures appropriate governance is in place for all team functions and drives effective communication of escalations.
  • Ensures strong leadership standards and practices are established for all internal teams, including performance management, recruitment, coaching and feedback to staff, absence planning, compensation planning, promotion/advancement reviews, and training/development, succession planning. Instills a strong culture of risk awareness, detection and prevention across teams. Prepares and supervises on time execution of the training plan for the area. Performs identification of talents and building strategy for the development of staff.
  • Drives improvement opportunities arising from Voice of Customer (VOC) of Voice of Employee (VOE) questionnaires. Develops a team culture in accordance with organizational values. Managing attitudes and behavior as to eliminate such which are not in line with organizational values.
  • Builds and manages the supervised area, motivating staff to effective execution. Identifies and develops the effective successor. 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:

  • Minimum 10+ years of experience in Treasury Cash Management, Transaction Banking, or the broader Financial Services industry, including at least 5+ years of exceptional track record in people leadership
  • Strong senior stakeholder management experience, with the ability to influence and build trusted relationships across the organization.
  • Proactive and self-driven, with the flexibility and agility to thrive in a fast-paced and evolving environment.
  • Exceptional communication skills, with the confidence to be clear, assertive, and effective when engaging with stakeholders at all levels.
  • Highly organized with outstanding attention to detail and a strong commitment to delivering high-quality work under pressure.
  • Comfortable analyzing and managing large volumes of data, with the ability to work independently in dynamic and complex situations.
  • Excellent spoken and written English skills. Advanced proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to deliver impactful presentations to senior audiences.
  • Strong focus on controls, process optimization, and thorough documentation to drive operational excellence.
  • Demonstrated project and process management expertise, with the ability to lead initiatives from design to successful implementation.

Education:

  • Bachelor's/University degree, Master's degree preferred
  • PMP is an asset

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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 Full Time Salary Range:

$141,600.00 - $212,400.00

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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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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.

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