Citi Project Lead in Warsaw, Poland

  • Primary Location: Poland,Mazowieckie,Warsaw

  • Education: Bachelor's Degree

  • Job Function: Transaction Processing

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17041783


Job Purpose:

The candidate will be responsible for leading and implementing The Citi Private Bank Operations Transformation initiative across the EMEA Pacific region and ensure all regional efforts are in line with global standards, ensuring global consistency. The candidate will partner with the Operations management team and SMEs to ensure the 6 core pillars of the program are fully adopted in the EMEA region.

  • Comprehensive Metrics/KPIs

  • Process Rationalization and Standardization

  • Profession Productivity

  • Client Experience Metrics

  • Automation and RPA

  • Culture

Job Background/context:

Citi’s Private Bank is an exciting and growing business. Our 800 private bankers and product specialists, located in 51 offices in 16 countries, act as trusted advisors to many of the world's most successful and influential individuals and families. Operations is a key component for the Private Bank.

As PB Clients become increasingly sophisticated, there is a need to continuous innovate, standardize and digitize our operational process to keep pace with the evolution of our Client’s needs, improve the Client Experience and make Citi Private Bank THE Private Bank.

Key Responsibilities:

  • Defining comprehensive KPIs/Metrics for senior executive consumption – for each product and function in the EMEA region, working in close in partnership with the Product SMEs

  • Provide full EMEA regional ownership for all Operational process flows, EUCs and tools for the EMEA region

  • Partner with the Ops product teams to update Operations process flows on a recurring basis

  • Establish a consistent Issue, Defect and Incident tracking process for EMEA, in line with global standards

  • Drive “professional productivity” including Map and Measure, Manual touch points & Desktop Analytics (DTA)

  • Identify opportunities for Digitization and Automation including RPA opportunities

  • Drive Process re-engineering, standardization and feasibilities analysis along with global product operations leaders

  • Establish a meaningful approach to measuring the Client Experience, Leveraging KPIs

  • Play a key role in the formation of the Operations 2020 vision and strategic roadmap

  • Drive design and implementation of new operating model for Operations, and associated processes and procedures

  • Develop and implement relevant operating model changes in order to pivot the Operations organization towards digitization and enhanced client experience

Development Value:

  • Significant senior management exposure

  • Opportunity to learn the Business and get a deeper product knowledge across a range of products

  • Extraordinary opportunity to make a real impact which will be highly noticeable at the senior level

  • Opportunity to broaden understanding of Operational processes globally

  • Opportunity to position the Operations organization to be the Ops team of the future; help formulate Ops 2020 vision

  • Implement best practices and global consistency, simplifying & standardizing the work done by our Ops professionals



  • 10+ years experience in financial or consulting industry, specifically within Operations

  • Track record of implementing operational metrics and dashboards to support strategic decision making

  • Strong familiarity with Process Management, process flow diagraming and governance, specifically within Operations

  • Experience program managing large scale global and complex initiatives and implementations

  • Ability to effectively partner with Ops leads and senior management and business counterparts

  • Strategic thinker and visionary who can also roll up sleeves to ensure proper execution

  • Exceptional written & verbal communication skills

  • Very Strong Presentation, Powerpoint & Excel skills (Advanced)

  • Excellent leadership and negotiation skills

  • Demonstrated organization skills with the ability to multi task effectively in a high volume environment while maintaining adherence to deadlines and priorities

  • Self-motivated and directed, proactive and action-oriented, must demonstrate personal accountability

Key Required Competencies:

  • Strong knowledge and comfortability working with large data sets, determining the key data points and being able to concisely summarize it for Senior management

  • Knowledgeable with creating dashboards/KPIs including using key industry tools such as Sharepoint, QlikPoint, Sharepoint designer and others

  • Strong analytical skills with the ability to synthesize and package data and present findings for senior mgmt

  • Strong knowledge or process flow diagraming and knowledge of relevant tools (e.g. Visio)

  • Strong expertise in both Powerpoint & Excel (Advanced)

  • Knowledge of Citi Systems for Performance Management a plus (e.g. IRIS, GMRS)