About this role
Director - Onboarding Systems, Reporting & Analytics (GWO)
The Role
The Director, Onboarding Systems, Reporting & Analytics is responsible for the strategic oversight, governance, and continuous enhancement of the technology, data, reporting, and analytics capabilities supporting Global Banking & Markets (GBM) Client Onboarding.
This role serves as the business owner for Fenergo, GBM's core onboarding platform, ensuring the system remains aligned with evolving regulatory requirements, operational needs, and business objectives. The incumbent will lead the development and execution of the onboarding technology roadmap, drive data quality and governance initiatives, enhance reporting and analytics capabilities, and identify opportunities to improve the client onboarding experience.
The Director will work closely with Operations, Compliance, AML/KYC, Technology, and business stakeholders to deliver scalable solutions that support regulatory compliance, operational efficiency, and informed decision-making.
Is this role right for you? In this role, you will:
Strategic Systems Ownership
- Provide business ownership and governance oversight for Fenergo and related onboarding platforms.
- Develop and execute a long-term roadmap for onboarding technology and process transformation.
- Manage key vendor relationships and partner with technology teams to drive system enhancements and product development.
- Oversee system maintenance, upgrade support, user access governance, audit readiness, and first-line operational support activities.
Regulatory & Data Governance Leadership
- Ensure onboarding systems continue to meet regulatory and recordkeeping requirements across applicable jurisdictions.
- Establish and maintain data quality standards, controls, and governance frameworks across the onboarding ecosystem.
- Identify opportunities to leverage technology to improve onboarding efficiency, scalability, and client experience.
Reporting & Analytics
- Lead the Reporting & Analytics function for GBM