Global Head of Client Onboarding – Citi Services

Global Head of Client Onboarding – Citi Services

Role Overview

Citi Services is seeking a visionary Global Head of Client Onboarding to lead the transformation of the end-to-end onboarding experience across our global Services franchise, spanning Payments, Liquidity Management Services (LMS), Trade & Working Capital Solutions (TWCS), Issuer Services, and Investor Services. This role is responsible for architecting and executing a next-generation global onboarding platform that delivers a digital-first, AI-powered, and data-driven client experience, significantly reducing onboarding cycle times while improving transparency, scalability, and operational resilience.

The role sits at the intersection of product management, platform engineering, data, operations, and client experience, and will lead the transformation of onboarding into a scalable platform capability that accelerates client activation, drives revenue growth, and differentiates Citi’s Services franchise globally. The successful candidate will combine product leadership, technology fluency, and operational excellence to build a scalable onboarding ecosystem leveraging modern digital platforms, APIs, advanced analytics, automation, and AI.

This leader will manage global teams across regions and partner closely with Technology, Operations, KYC, Product, Sales, Coverage, and Risk leadership to deliver industry-leading onboarding capabilities.

Why This Role Matters

Citi Services powers the financial operations of the world’s largest institutions. The onboarding experience is a critical gateway to client relationships and revenue activation. This role represents a unique opportunity to reimagine and rebuild onboarding as a global digital platform, leveraging AI, automation, and advanced data capabilities to deliver faster client activation, superior experiences, and long-term competitive advantage. The successful candidate will help build the industry’s most advanced onboarding ecosystem for institutional clients, setting new standards for digital onboarding across the global financial services industry.

Role Overview

Citi Services is seeking a visionary Global Head of Client Onboarding to lead the transformation of the end-to-end onboarding experience across our global Services franchise, spanning Payments, Liquidity Management Services (LMS), Trade & Working Capital Solutions (TWCS), Issuer Services, and Investor Services. This role is responsible for architecting and executing a next-generation global onboarding platform that delivers a digital-first, AI-powered, and data-driven client experience, significantly reducing onboarding cycle times while improving transparency, scalability, and operational resilience.

The role sits at the intersection of product management, platform engineering, data, operations, and client experience, and will lead the transformation of onboarding into a scalable platform capability that accelerates client activation, drives revenue growth, and differentiates Citi’s Services franchise globally. The successful candidate will combine product leadership, technology fluency, and operational excellence to build a scalable onboarding ecosystem leveraging modern digital platforms, APIs, advanced analytics, automation, and AI.

This leader will manage global teams across regions and partner closely with Technology, Operations, KYC, Product, Sales, Coverage, and Risk leadership to deliver industry-leading onboarding capabilities.

Why This Role Matters

Citi Services powers the financial operations of the world’s largest institutions. The onboarding experience is a critical gateway to client relationships and revenue activation. This role represents a unique opportunity to reimagine and rebuild onboarding as a global digital platform, leveraging AI, automation, and advanced data capabilities to deliver faster client activation, superior experiences, and long-term competitive advantage. The successful candidate will help build the industry’s most advanced onboarding ecosystem for institutional clients, setting new standards for digital onboarding across the global financial services industry.

Key Responsibilities:

Strategic Leadership & Platform Transformation

• Define and execute the global onboarding strategy for Citi Services, supporting client growth across Payments, LMS, TWCS, Issuer Services, and Investor Services.

• Transform onboarding into a digital platform capability, delivering seamless, automated, and scalable onboarding journeys for institutional clients globally.

• Build and lead a multi-year transformation roadmap focused on digitization, automation, AI-driven decisioning, and data-driven insights.

• Partner with engineering and platform teams to modernize onboarding infrastructure lever