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Citi · 2 days ago

Wealth at Work - Client Experience Head - Director

New York, NY

Full-time

Onsite

Director/Executive

$170K/yr - $300K/yr

15+ years exp

Citi is a leading financial services company, seeking a Client Experience Head to oversee operational processes for client onboarding and account management. The role focuses on delivering an exceptional client experience while ensuring compliance and implementing process improvements.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Leading a team proficient in client service, operational process management, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) processes

Delivering exceptional onboarding and account management to deliver an exceptional client experience and ensuring consistency of delivery regardless of products and platforms used

Expertise in understanding the end-to-end operational processes for onboarding and account management to identify and implement improvements

Developing and implementing strategies to enhance effectiveness, delivery, and outcomes

Collaborating with sales, product, and functional teams to implement scalable processes, drive change, and improvements

Proficient about regulatory requirements and controls to assess and mitigate risk

Qualification

Leadership ManagementOperational Process ManagementRisk AssessmentClient ExperienceBusiness Process ImprovementsAnalytical SkillsContinuous ImprovementCommunication SkillsInterpersonal SkillsProblem SolvingTeam Management

Required

Demonstrated leadership experience and previous team management

History of identifying and implementing process and control improvements

Strong analytical and problem-solving skills with attention to detail

Excellent communication and interpersonal skills

Experienced in business process improvements

Committed to continuous improvement and fostering a strong employee culture

A Bachelor's/University degree or master's degree is required

Preferred

15+ years of experience in financial services operational management, preferred

Licensing: 7/66, Series 24 or series 9 & 10 (or willingness to obtain within 150 days of hire)

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

Glassdoor3.8

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

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

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)