Client Onboarding Project Manager - C13 - COLUMBUS (Hybrid

The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise.

Responsibilities:

• Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals and confirm project plans meet business needs as described in the project initiation documents.
• Responsible for customer interaction
• Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of client onboarding
• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Responsible for the day to day management of executing to milestones and budget on one or more projects.
• Assess creation and ensure sign-off of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Understands client requirements and ensure they are implemented correctly.
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
• Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
• Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
• Establishes risk management practice. Maintains a strong culture of risk and controls 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.
• 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.
• Escalate project risks to the Project Director, or Project Sponsor, when appropriate.
• Ensure all stakeholders are identified and included in scope definition activities and understand project schedule and key milestones.
• Ensure all areas of the project are appropriately staffed and monitor project commitment from those assigning resources.
• Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.
• Directly affects the business by influencing strategic functional decisions through advice, counsel or provided services.
• Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers.

Qualifications:

• 6-10 years relevant experience in financial services
• Knowledge in Fund Services and Custody Services
• Project management skill with in depth knowledge of project artefact management
• Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards ach