Client Onboarding Lead Analyst

The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Responsible for the day to day management of executing to milestones and budget on one or more projects.
• Assess creation and ensure sign-off of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log.
• Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals and confirm project plans meet business needs as described in the project initiation documents.
• Ensure all stakeholders are identified and included in scope definition activities and understand project schedule and key milestones.
• Ensure all areas of the project are appropriately staffed and monitor project commitment from those assigning resources.
• Escalate project risks to the Project Director, or Project Sponsor, when appropriate.
• Ensure vendor performance is monitored and actions taken if performance warrants.
• Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.
• Directly affects the business by influencing strategic functional decisions through advice, counsel or provided services.
• Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers.
• Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations, and other personnel actions.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years relevant experience
• Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives.

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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.

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