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Sr Business Associate at Citi: Lead end-to-end business management, executive reporting, and workforce planning for the Client Organization and Citi Ventures.
Senior role involving coordination of QBRs, town halls, and strategy execution in a fast-paced global environment.
Sr Business Associate
Location: (sin ubicación)
Description: Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
Do you take ownership, stay curious, and perform at your best in dynamic, fast-moving environments? This role is ideal for someone who independently identifies priorities, brings structure to complex, multi-stakeholder environments, and consistently delivers high-quality outcomes at the leadership level.
Citi is looking for an experienced business & planning manager to lead the core business routines and operational rhythm that keeps the Client Organization and Citi Ventures running at its best. In this role, you will serve as a central point of coordination for planning cycles, executive reporting, and leadership engagement — translating business complexity into clarity for senior stakeholders. This is a high-visibility role that sits at the intersection of strategy and execution, offering direct impact on how leadership teams operate and make decisions.
Responsibilities
- Lead end-to-end business management processes for the Client Organization and Citi Ventures, ensuring planning cycles and operational routines are delivered with consistency and quality.
- Coordinate quarterly business reviews (QBRs), town halls, off-sites, and on-sites — managing logistics, content preparation, and stakeholder alignment from start to finish.
- Produce executive-ready materials, including briefings, presentations, and planning documents, prepared to the standard required for senior leadership review.
- Review and consolidate business inputs across reporting and planning deliverables, ensuring accuracy, coherence, and timely delivery to leadership.
- Drive improvements across administrative, operational, and reporting processes by partnering with internal teams to identify and resolve inefficiencies.
- Manage workforce planning accuracy, including headcount tracking, real estate inventory, and the onboarding and offboarding of resources.
- Partner with technology and business leadership to support people and communications strategies across the department.
- Maintain a strong control environment by identifying and escalating risk issues with transparency, ensuring all business decisions reflect sound judgment and compliance with applicable policies and regulations.
Recommended Qualifications
- 10 or more years of experience in financial services, with a demonstrated track record of operating in complex, multi-stakeholder environments.
- Experience managing business management or chief-of-staff functions within a global organization, including planning, reporting, and executive communications.
- Ability to synthesize large volumes of information into clear, concise outputs suitable for senior leadership audiences.
- Skilled at coordinating across teams with varying priorities, managing competing deadlines without loss of quality or accuracy.
- Clear and precise written and verbal communication skills, with the ability to tailor messaging to different levels of seniority.
- Demonstrated ability to operate effectively under pressure in fast-paced, time-sensitive settings.
Education
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
Job Family Group
Business Strategy, Management & Administration
Job Family
Business Execution & Administration
Time Type
Full time
Primary Location
NC-CHARLOTTE (BALLANTYNE)
Primary Location Full Time Salary Range
$117,440.00 - $176,160.00
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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 21, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision‑making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
Equal Opportunity Statement
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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