Job Overview The Director, Head of NAM Corporate & Public Sector Client Onboarding, Services Operations manages multiple teams through other managers. In-depth understanding of how own sub‑function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business.

Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary.

Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s).

Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be doing involved or responsible for diverse (cross-discipline) activities.

Typically, a direct report to a C16 role and function as an integral member of the functional leadership team within a country/site location, job family, or line of business.

Qualifications &

Experience Extensive managerial experience required 15 years plus of work related experience. Exceptional track record in people leadership. Robust senior stakeholder management experience.

Experience in Reference Data Management. Familiarity with external products and services that add value to client and operation reference data management. Sound knowledge of Transactional Life Cycles, Reference Data Management and Settlement process of Securities. Strong academic qualifications would be desirable. Exceptional spoken and written English skills.

Strong Microsoft skills: Word, Excel, PowerPoint. Strong focus on Control and Process optimization and documentation. Proven project and process management skills. Proven people management. Proactive and able to work on own initiative.

Flexibility. Good communication skills with the ability to be assertive. Organized with an excellent attention to detail. Ability to focus on high quality work while under pressure. Comfortable working with large quantities of data.





Comfortable working independently in a dynamic and challenging environment. Proficient knowledge of English written and spoken).

Education Bachelor’s/University degree or equivalent experience, potentially Masters degree and managerial experience. Reporting directly to the Head of Corporate & Public Sector Client Onboarding, the successful candidate will lead a multi-layered organization of Onboarding Managers and implementation specialists. The primary mission is to deliver a seamless, scalable, and client-centric onboarding experience that accelerates the transition of sales opportunities into revenue-generating relationships while maintaining robust risk management.

Job Background / Context Citi Services is a market‑leading provider of integrated Treasury and Trade Solutions, delivering cash management, payments, liquidity, trade, and securities services to multinational corporations, financial institutions, and public sector organizations across more than 90 countries. Within this ecosystem, the Global Client Services Onboarding organization (comprising over 2,000 professionals globally) is responsible for account opening, product implementation, technical integration, and maintenance. This regional leadership role directs the North America Corporate & Public Sector segment—one of Citi's most strategically vital markets.

Key Responsibilities Strategic Leadership: Shape and execute the regional onboarding strategy, aligning the operating model, governance frameworks, and talent strategy with Citi's broader growth ambitions.

Execution Excellence: Oversee a significant portfolio of complex client implementations and onboarding programs, ensuring timely, high-quality delivery of Cash Management and Treasury Services solutions.

Stakeholder Collaboration: Serve as a member of the Services Client Operations Senior Leadership Team, partnering closely with Sales, Relationship Management, Product, Operations, Technology, Risk, and Compliance to optimize the onboarding ecosystem. Performance & Capacity Management: Leverage data, performance metrics, and client feedback to monitor service quality, proactively manage capacity, and drive continuous process improvement. Risk & Governance: Proactively manage operational risk, ensure compliance with regulatory standards,



and establish robust governance across all onboarding activities.

People & Culture: Foster a high-performance, accountable, and innovative culture. Oversee talent management, workforce planning, resource allocation, and budget management for the regional team.

Qualifications &

Experience (Industry Expertise) Deep understanding of the Treasury, Cash Management, and broader financial services industry, with specific expertise in client implementation environments.

Leadership Proven Track Record: Demonstrated experience leading large, multi-layered teams and driving organizational transformation in a complex, matrixed environment.

Strategic Influence: Proven ability to act as a trusted partner to senior business leaders and influence cross-functional stakeholders (Product, Tech, Risk, Sales).

Analytical Acumen: Strong capability in leveraging data and metrics to drive operational efficiency and continuous improvement.

Job Family Group Customer Service

Job Family Institutional Client Onboarding

Time Type Full time

Primary Location Full Time Salary Range $160,000.00 - $350,000.00

Most Relevant Skills Please see the requirements listed above.

Other Relevant Skills For complementary skills, please see above and/or.

Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals.

Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. We welcome applications from all backgrounds.

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📌 Director, Head of NAM Corporate & Public Sector Client Onboarding, Services Operations (Toronto)
🏢 Citibank (Switzerland
📍 Toronto