Director, Head of NAM Corporate & Public Sector Client Onboarding, Services Operations

Citi

. Lead a multi-layered organization of Onboarding Managers and implementation specialists .

Posted 11/12/2026full-timeToronto • CanadaLead💰 $160,000 - $350,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive managerial experience with a strong focus on people leadership, operational risk management, and process optimization within the Treasury and Cash Management sectors. Proven ability to drive organizational transformation and influence senior stakeholders through data-driven decision-making.

Highest-signal resume keywords

Extensive Managerial ExperiencePeople LeadershipOperational Risk ManagementProject ManagementStakeholder Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Reference Data ManagementTransactional Life Cycle KnowledgeSettlement Process of SecuritiesProcess OptimizationData AnalysisBudget ManagementPerformance EvaluationResource AllocationGovernance FrameworksClient Implementation

Soft Skills

Exceptional Communication SkillsProactive InitiativeOrganizational SkillsAttention to DetailFlexibility

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Bachelor’s DegreeMaster’s Degree (Preferred)

Industry Keywords

Treasury ServicesCash ManagementFinancial ServicesOperational EfficiencyContinuous Improvement

About the role

Key responsibilities & impact

Lead a multi-layered organization of Onboarding Managers and implementation specialists
Shape and execute the regional onboarding strategy, operating model, governance frameworks, and talent strategy
Oversee complex client implementations and onboarding programs for Cash Management and Treasury Services solutions
Partner with Sales, Relationship Management, Product, Operations, Technology, Risk, and Compliance
Monitor service quality, manage capacity, and drive continuous process improvement using data, metrics, and client feedback
Manage operational risk, regulatory compliance, and governance across onboarding activities
Oversee talent management, workforce planning, resource allocation, and budget management
Manage multiple teams through other managers, including performance evaluation, compensation, hiring, disciplinary actions, and terminations
Manage financial budgets for multiple and global departments
Review productivity and efficiency data, make strategic decisions, and present recommendations to senior management
Provide strategic direction, policy formulation, planning, and control over departmental resources
Supervise activities, create accountability, and escalate, manage, and report control issues transparently

Requirements

What you’ll need

Extensive managerial experience required
15 years plus of work related experience
Exceptional track record in people leadership
Strong 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
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 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
Bachelor’s/University degree or equivalent experience; potentially Masters degree and managerial experience
Deep understanding of the Treasury, Cash Management, and broader financial services industry
Specific expertise in client implementation environments
Demonstrated experience leading large, multi-layered teams and driving organizational transformation in a complex, matrixed environment
Proven ability to act as a trusted partner to senior business leaders and influence cross-functional stakeholders
Strong capability in leveraging data and metrics to drive operational efficiency and continuous improvement