Head of Customer Life Cycle Management, WBG
Core
Lead the design, governance, and continuous improvement of the Wholesale Banking Group client lifecycle from prospect readiness and onboarding through KYC maintenance, client reviews, data governance, and offboarding.
Role type
Senior IC Head of Customer Life Cycle Management (Wholesale Banking)
Builds
End-to-end onboarding journeys, KYC frameworks, periodic review processes, and lifecycle systems for corporate clients.
Domain
Banking / Finance / Wholesale Banking
Required skills
Wholesale banking lifecycle management, KYC/CDD processes, legal-entity onboarding, data stewardship, cross-functional process transformation, service metrics management, workflow system ownership, credit workflow coordination, offboarding process design, team leadership.
Preferred skills
AML, Compliance, operations, data-governance, process-improvement, business-analysis qualifications.
Technologies
Workflow systems, onboarding technology, lifecycle management systems.
Responsibilities
Define and maintain WBG client lifecycle strategy and target operating model; Establish lifecycle standards covering prospect preparation, onboarding, periodic reviews, client maintenance, and offboarding; Design and improve end-to-end onboarding journeys, controls, and stakeholder hand-offs; Lead governance and optimization of KYC and customer due diligence processes; Own frameworks for periodic and trigger-based reviews; Act as WBG Data Steward for client entity data; Serve as Business Owner for assigned onboarding, KYC, and client lifecycle systems; Oversee credit workflow coordination; Define and govern client offboarding and exit processes; Establish lifecycle service metrics and drive improvements; Lead the digital client lifecycle management roadmap; Develop management information and performance reporting; Manage lifecycle risks and controls; Partner with Coverage, Compliance, Operations, Credit, Risk, Technology, Data, and Digital teams; Lead and develop a high-performing Client Lifecycle Management team.
Seniority
Senior, hands-on IC with team leadership