Citi · 1 month ago
Client Onboarding Project Manager Hybrid
Tampa Florida United States
Full-time
Hybrid
Mid, Senior Level
$93K/yr - $140K/yrCiti is a global financial services company, and they are seeking a Client Onboarding Project Manager to oversee the onboarding of clients into their Securities Services organization. This role involves managing cross-functional relationships, ensuring stakeholder engagement, and delivering superior customer service throughout the client onboarding process.
BankingFinanceFinancial Services
Responsibilities
Responsible for the overall project management in the Securities Services space, and managing cross-functional relationships
Responsible for ensuring appropriate stakeholder engagement and interaction throughout the client onboarding efforts , internally and externally
Determines overall project timeline, governance structure, and most efficient plan to onboard clients amidst variables to the deal won and requirements identified
Develop and maintain solid project communication plan
Collaborate with our operations partners to coordinate client onboarding due diligence
Partner with businesses and other support functions at senior levels in setting strategy and priorities
Ability work with our business partners to analyze and solution complex and variable issues with significant departmental impact
Understands client requirements and ensure sound oversight, monitoring, control and reporting is in place as they are implemented
Successfully manage, communicate and resolve issues, challenges and concerns raised during the onboarding effort. Serve as the escalation point of contact for project related deliverables. Maintain project risk management protocols and governance
Effectively manage scope creep. Ensure project changes management protocols and governance is leveraged
Ensure regular, accurate and transparent project status reporting, internally and with our client as phases of the project require
Completing post implementation review and handoff of the client relationship and service
Collaborate with our partners to document project lessons learned. Ensure key opportunities for improvement are implemented
Maintain robust knowledge in Securities Services industry, and Citi’s services and solutions
Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients and ensures a strong and robust processing environment with effective controls
Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business
Qualification
Required
Experienced project and process management skill in complex, global environment
Previous experience in Custody or Fund Accounting and Administration
Excellent interpersonal communication skills. Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Strong skills in Word, Excel, PowerPoint, MS Project, Visio, SharePoint
Proactive and able to work and learn independently
Flexible to work in accordance to demands a specific client onboarding requires
Ability to focus on high quality delivery and priorities in stressful situations
Ability to achieve business objectives without compromising on controls and risk parameters established
Bachelor's/University degree or equivalent experience, potentially Master's degree
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Founded in 1812
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-15
2026-01-11
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