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Senior Business Associate at Citi – leading strategy and operations in Wealth Lending.
Hybrid role in Warsaw with competitive salary, benefits, and growth opportunities.
Job Overview
Job Overview The Senior Business Associate will report directly to the Head of Business Execution for the Wealth Lending business. Lending is a key part of the Wealth business, helping clients meet their lending needs across our global network. The role is a critical leadership position responsible for driving strategic initiatives, overseeing operational excellence, and managing key business processes within the Lending team. This role supports strategic initiatives, business management activities, and operational execution across the Lending organization. The position requires a motivated professional with a strong understanding of financial services, project coordination, financial management, and business governance. The successful candidate will demonstrate sound judgment, strong analytical skills, effective communication, and the ability to collaborate across stakeholders to achieve business objectives.
Responsibilities
- Partner with regional and global Lending leadership to support strategic priorities and assist in the execution of key initiatives.
- Coordinate day-to-day business management and operational activities across the Lending organization.
- Support financial processes, including business reviews, planning activities, expense tracking, accrual monitoring, and reporting.
- Assist with cost management efforts by tracking expenses, validating spending, and identifying efficiency opportunities.
- Analyze business data and prepare recommendations to support management decision-making and strategic initiatives.
- Coordinate and track regional and global projects, ensuring timely execution against agreed milestones.
- Collaborate with product, business, and functional partners to support consistent execution of business objectives.
- Support workforce planning activities, including reporting on headcount, hiring trends, and organizational changes.
- Monitor business performance metrics and prepare management reporting in partnership with relevant stakeholders.
- Assist in the tracking and execution of regulatory, compliance, audit, and control‑related deliverables.
- Coordinate governance forums and committees, including agenda preparation, materials management, and follow‑up actions.
- Identify process improvement opportunities and support implementation of operational enhancements and standardization efforts.
- Apply sound risk and control principles in business activities and elevate issues appropriately.
- Participate in self‑assessment and control testing activities to support effective risk management.
Qualifications
6–8 years of experience in financial services, business management, business execution, or a related function. Demonstrated ability to manage multiple priorities and support execution of cross‑functional initiatives. Strong analytical and financial skills, including experience with budgeting, reporting, and business planning processes. Effective communication and stakeholder management skills with the ability to present information clearly and concisely. Detail‑oriented, organized, and proactive approach to problem‑solving. Ability to work independently while collaborating effectively across teams and functions. Working knowledge of risk, controls, governance, and regulatory expectations within a financial services environment. Strong proficiency in Microsoft Office applications, particularly Excel and PowerPoint. Ability to manage competing deadlines and maintain high‑quality deliverables. Bachelor's degree/University degree or equivalent experience is required. Master's degree is preferred.
We offer
By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include: Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program) Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates Employee Assistance Program financed by Employer Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave) Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events. Additional day off for volunteering Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform. Opportunity to receive an annual discretionary incentive award Special offers and discounts for employees Click here to review the Remuneration Regulations extract. Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.
Job Family Group
Business Strategy, Management & Administration
Job Family
Business Execution & Administration
Time Type
Full time
Primary Location Full Time Salary Range
241 750,00 zł - 411 650,00 zł
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. Apply (opens in new window) Save