The Head of Account Opening & Client Service Operations is responsible for the end‑to‑end operational management of global functions across Client Onboarding and Client Service Operations (CSO).
This role owns the operational framework that underpins how Citi Wealth receives, services, supports, and resolves client interactions throughout the client lifecycle, ensuring consistent execution, strong control discipline, regulatory compliance, and high‑quality client outcomes across all regions.
The role acts as a senior operations partner to Wealth Business leadership and Control Functions and plays a key role in advancing the Wealth Operations target operating model and transformation.
Key Areas of Accountability
Account Opening Operations
Provide executive oversight of account opening and client documentation support activities covering banking, custody, and investment accounts across Wealth businesses.
Ensure accurate execution of post‑KYC onboarding activities, including documentation completeness, validation, and alignment to approved client profiles.
Establish and enforce standards for documentation quality, exception management, rework reduction, and onboarding cycle time performance.
Ensure adherence to Citi policies, regulatory requirements, and jurisdiction‑specific onboarding standards.
Partner with KYC, Compliance, Legal, Tax, and Technology teams to resolve complex onboarding and documentation issues.
Client Service Operations (CSO)
Lead Client Service Operations teams responsible for post‑onboarding client servicing and service execution:
Ensure CSO delivery is standardized, scalable, and aligned to defined service level agreements, quality metrics, and control requirements.
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Recognized as a strategic leader who can balance operational execution with transformation, leveraging technology, AI, and data-driven capabilities to create sustainable competitive advantages and deliver the Wealth Operations target state.
Strong partnership experience with Technology, Digital, Product, Data, and Operations teams to define and deliver strategic transformation roadmaps.
Proven ability to drive organizational change and adoption of new technologies while maintaining business performance, regulatory compliance, and client service excellence.
Deep understanding of operational workflows within Wealth Management and how emerging technologies can be leveraged to improve client and employee experiences.
Proven ability to manage complex, global operations with significant regulatory and control requirements.
Demonstrated experience driving transformation, standardization, and performance improvement at scale.
Executive presence with strong stakeholder management and communication skills.
Qualifications required
FINRA Series 24 (General Securities Principal) and Series 99 (Operations Professional) licenses required or must be obtained within a specified period following hire.
Full time ------------------------------------------------------
Primary Location:
New York New York United States ------------------------------------------------------
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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