1+ months
2018-06-152018-09-02

Digital Product Manager- ICG Client Onboarding - SVP/Director

Citigroup
New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Bus Strategy, Planning & Admin
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18039877

Description


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citis Mission and Value Proposition  explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

The ICG Client Onboarding team is looking to hire someone who will be responsible for managing the digital client onboarding lifecycle for the ICG, including simplifying KYC, Compliance, Risk, Legal, and Tax policy requirements to achieve meaningful onboarding cycle time reduction and improve the client experience. The role will also have a significant focus on technology design & implementation as the team brings to market fully digital, client-facing onboarding solutions.  This is a critical priority for the ICG franchise and the Be the Best for our Client strategy. 

The Institutional Clients Group (ICG) Client Onboarding Initiative aims to identify opportunities, develop a roadmap for, and execute on projects that radically improve client experience. The team partners with leaders across ICG Sales/Banking, Product, Operations, Technology, and Global Functions and works closely with ICGs senior management to drive the execution of a reimagined client onboarding experience.

The team is looking to hire a Senior Vice President or Director, who will be responsible for managing the digital client onboarding lifecycle for the ICG, including simplifying KYC, Compliance, Risk, Legal, and Tax policy requirements to achieve meaningful onboarding cycle time reduction and improve the client experience. The role will also have a significant focus on technology design & implementation as the team brings to market fully digital, client-facing onboarding solutions.

Responsibilities:

  • Lead design and development efforts of digital capabilities to allow Citi to interact with clients; reduce manual processes to allow meaningful improvements in VoC and end-to-end cycle times.
  • Lead the global roll-out of digital platforms for clients and sales teams, including robotics and AI tools to transform ICG onboarding client experience
  • Drive transformational change through the simplification of procedures, digitization of information, and in-depth reviews of policy/regulatory requirements across functions (KYC, Legal, Credit, Tax). Leader must work closely with policy requirement owners to formulate proposals that lead to greater efficiencies while continuing to drive quality execution of regulatory commitments.
  • Lead 2-3 teams (simultaneously) comprised of business leaders, business project team members and Onboarding team members to drive large-scale improvements.  The leader must be willing to partner with senior business leaders to drive complex assignments that require cross-functional cooperation.
  • Demonstrating thought leadership in presentations to the Citi Board, Management Committee, Operating Committee, and other senior leadership forums.


Qualifications


Qualifications

  • Demonstrated ability in driving large scale digitization and transformation efforts across a global financial institution or multi-national corporation; candidate must be a pragmatic visionary who can rapidly translate business needs into reality
  • Strong understanding of regulatory policy across multiple product types and businesses (KYC, Compliance, Risk, Legal, Tax, etc.)
  • Previous involvement in leading customer / client experience initiatives in a fast-paced, agile environment.
  • Deep understanding of Citigroup or other global financial services companies with significant experience (direct or consulting) directly relatable to Citis Institutional businesses, Operations, Technology and/or Global Functions.
  • Strong people leadership capabilities beyond direct and matrix resource management, to managing large 15+ person teams of remote business/function/in-country resources who do not directly report to the leader on an engagement.
  • Proven change agent with exceptional inter-personal skills and demonstrated experience in driving transformations, fostering collaboration and resolving conflicts.
  • Significant communication experience with executive and C-level constituents; presentation, facilitation, oral, written, listening skills and proven track record of conflict resolution.
  • Demonstrated thought leadership in financial analysis, organizational strategy, process re-engineering (six sigma, Agile, Lean, etc.) and other transformation capabilities
  • Ability to quickly grasp and assimilate complex information throughout multiple business units and make / influence rapid fact-based decisions
  • Ability to travel domestically and internationally.

Education & Experience

  • 5 plus years of financial services transformation experience (direct or consulting firm), with significant recent experience of driving large scale global transformation assignments for senior levels of a financial services organization.
  • Demonstrated ability to led an organization through a complex transformation and resolved significant corporate conflicts.
  • Additional specialized financial and/or re-engineering (e.g., Six Sigma) certifications preferred, though not required.
  • Strong background of academic excellence. Masters degree or Advanced Professional degree preferred, though not required.


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Digital Product Manager- ICG Client Onboarding - SVP/Director

Citigroup
New York, NY

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