Product Onboarding Manager – Hybrid

The Product Onboarding Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams.

Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients expectations by constantly innovating to improve the onboarding and account opening processes.

Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex account opening, account maintenance, product, and technical onboarding deals). Ensure the solution meets the clients expectations and is line with contractual obligations and agreements Process account opening or maintenance requests in a timely manner Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners Ensure all documentation received is current, accurate and complete. Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing Provide the highest level of customer service and teamwork to Banking teams and other internal partners Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible Engage with technology to design, build, and test new or updated applications Support client through their Onboarding journey responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production. Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction navigate bank on behalf of client, leveraging Citis global resources and escalation channels as required to ensure smooth delivery.

Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects. Closely manage the expectations of the client organization. Develop and maintain a customized project plan tailored to clients requirements, outlining deliverables, milestones, critical path items and actions Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in best practices collateral. Continuously reduce aging/cycle time, minimize deal slippage and associated revenue conversion lead time.

Accurately report project status, escalating effectively for on hold and slow moving deals. Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio. Lead meetings and coordinate activities of the cross-organizational implementation teams Maintain solid relationships with key client and internal stakeholders Partner with the client to escalate and manage critical issues to resolution. Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders Effective maintenance and communication of MIS and project metrics.

Provide ongoing senior management updates on key projects as required. Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements 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. Qualifications: 5-8 years of experience Wide organizational knowledge and cross-functional team work experience to deliver multi-work stream projects. Communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees).

Excellent Leadership skills; ability to promote team building and develop partnerships with other teams. Ability to analyze and solve complex problems; advanced influence skills Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills.

Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.

Project Management Certification by a reputable organization (i.e. PMI) is preferential. Education: Bachelor’s/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply. Job Family Group: Implementation Job Family: Build Management Time Type: Full time Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries (“Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) . View the “EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) ” poster.

View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) . View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) . View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf) Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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