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Project Manager – Financial Solutions Lead

The Project Manager – Financial Solutions Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the program/project’s impact to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Manages a large multi-faceted project or multiple projects at the same time.
  • Owns project goals leveraging expertise to inspire a sense of shared purpose within the project team to:
    • Contribute to the design, roll-out and governance of financial solutions
    • Participate in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
    • Play a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
  • Uses best practice PMO methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes.
  • Drives end results of the project as a representative of the business
  • Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
  • Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled.
  • Assesses project risk potentials and discover potential problems before they occur. Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed.
  • Communicates to all concerned parties project milestones, status updates, as well as any existing or potential escalation issues.
  • Prepares, maintains, and presents clear and concise management reports.
  • Capable of fast paced multi-tasking, delivering project artifacts on time, and providing critical review and challenge as applicable.
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and/or other team members.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 6-10+ years of project management experience using a structured methodology to successfully track, plan, monitor and report on concurrent projects, within the financial services industry preferred.
  • PMP certification strongly preferred, Six Sigma a plus.
  • Ability to develop project plans, manage individual deadlines and goals.
  • Knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics.
  • Ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis.
  • Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk.
  • Manage client expectations, anticipates operational and tactical risks and tracks them; clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required.
  • Requires communication and diplomacy skills in order to guide and influence others.
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Self-motivated with the ability to make decisions in the absence of detailed instructions.
  • Advanced Microsoft Office skills (e.g. Excel, PowerPoint, Teams), MS Project, VISIO, Adobe Acrobat Professional.
  • In depth knowledge of banking products / systems preferred.

Education:

  • Bachelor’s/University degree, Master’s degree preferred

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Job Family Group:

Finance

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Job Family:

Fin Solutions Dsgn & Implement

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$113,840.00 - $170,760.00


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.

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Anticipated Posting Close Date:

Apr 09, 2025

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Average salary estimate

$142300 / YEARLY (est.)
min
max
$113840K
$170760K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Project Manager – Financial Solutions Lead, Citi

Are you ready to take on a pivotal role as a Project Manager – Financial Solutions Lead at Citi in sunny Tampa, Florida? This position is not just about managing projects; it’s about steering complex initiatives that will shape the financial services landscape. As a seasoned strategic professional, you will dive deep into project management methodologies, lead cross-functional teams, and guide your colleagues through the exciting world of financial solutions. Your knack for strategic direction will help design and roll out innovative processes that enhance the way we manage finance across various Citi branches globally. You'll thrive in an environment where your expertise will inspire a collaborative spirit among team members, ensuring everyone is aligned and moving towards the same objectives. As you tackle multiple projects, your developed communication skills will come into play, allowing you to influence stakeholders and drive results effectively. You will also be responsible for preparing comprehensive management reports and tracking project milestones, making sure everyone stays informed. With a solid background in project management, preferably in financial services, you will be equipped to navigate the challenges that come with this role. If you are someone who can manage competing priorities in a dynamic setting while maintaining focus on delivering high-quality outcomes, this might just be the next step in your career. Join us at Citi and be part of a team that's making a significant impact in the world of finance!

Frequently Asked Questions (FAQs) for Project Manager – Financial Solutions Lead Role at Citi
What are the core responsibilities of a Project Manager – Financial Solutions Lead at Citi?

The core responsibilities of a Project Manager – Financial Solutions Lead at Citi include managing large-scale, multi-faceted projects, defining project goals, and leveraging expertise to inspire collaboration within the team. You'll engage in strategic planning for financial processes across Citi businesses, assess and mitigate project risks, and ensure effective communication of project milestones and updates to all stakeholders.

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What qualifications are required for the Project Manager – Financial Solutions Lead position at Citi?

Candidates applying for the Project Manager – Financial Solutions Lead position at Citi should have 6-10+ years of project management experience, preferably in the financial services industry, and possess a valid PMP certification. Advanced Microsoft Office skills and knowledge of banking products/systems are also essential. A strong understanding of project metrics and experience in managing complex projects are crucial for success in this role.

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How does the Project Manager – Financial Solutions Lead contribute to Citi's financial strategy?

As a Project Manager – Financial Solutions Lead at Citi, you will contribute to the company’s financial strategy by participating in the design and governance of innovative financial solutions. This involves establishing and managing policies and forums that influence global finance processes, ensuring that the organization's objectives align with strategic financial goals across all sectors.

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What skills are essential for a successful Project Manager – Financial Solutions Lead at Citi?

Essential skills for a successful Project Manager – Financial Solutions Lead at Citi include advanced communication, diplomatic negotiation skills, strong analytical abilities, and the capacity to manage competing priorities effectively. Additionally, the role requires a solid understanding of project management practices, risk assessment capabilities, and the independence to make informed decisions.

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What can candidates expect during the interview process for the Project Manager – Financial Solutions Lead role at Citi?

Candidates can expect a thorough interview process for the Project Manager – Financial Solutions Lead role at Citi, focusing on both technical project management skills and cultural fit within the organization. Expect to discuss your experience in various project scenarios, demonstrate your problem-solving abilities, and showcase how you've successfully managed cross-functional teams.

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Common Interview Questions for Project Manager – Financial Solutions Lead
Can you describe your experience managing large-scale projects?

When answering this question, you should highlight specific projects you've managed, including their scale, scope, and the methodologies you employed. Emphasize the results achieved and what you learned from those experiences that can benefit Citi.

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How do you prioritize tasks when managing multiple projects?

Discuss your approach to prioritization, whether it's based on deadlines, project impact, or stakeholder needs. Give examples of tools or techniques you use, like Gantt charts or prioritization frameworks, to manage competing priorities effectively.

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What is your approach to risk management in projects?

In your response, explain your systematic approach to identifying, assessing, and mitigating risks. Provide examples of how your proactive strategies have averted potential issues in past projects, ensuring successful outcomes.

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How do you ensure effective communication across project teams?

Talk about the communication strategies you employ, such as regular updates, using project management tools, or setting up forums for discussion. Illustrate how this fosters transparency and aligns team members with project objectives.

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Can you provide an example of a project where you faced significant challenges?

Use the STAR (Situation, Task, Action, Result) method to structure your response. Describe the challenges, your strategic approach to overcoming them, and how the project's success was ultimately achieved.

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How do you measure the success of a project?

Explain your criteria for success, which might include meeting timelines, staying under budget, and achieving project goals. Mention any metrics or KPIs you typically track and how they align with stakeholder expectations.

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What PM software are you comfortable using?

Be honest about your proficiency with various project management tools like MS Project, JIRA, Trello, or others. Highlight how you've used these tools to enhance project tracking and coordination.

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How do you handle conflicts within a project team?

Discuss your conflict resolution strategy, whether it involves mediation, open dialogue, or fostering a collaborative environment. Provide an example illustrating how you've successfully navigated team conflicts.

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What techniques do you use to motivate your team?

Share your understanding of team dynamics and motivation theories. Talk about how you inspire and encourage your team to work towards shared goals, including recognition of their contributions.

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How do you adapt to changes in project scope or objectives?

Talk about your flexibility in adapting project plans to meet changing needs while maintaining control over deliverables. Provide examples of times you've adjusted project scopes effectively and how you communicated these changes to stakeholders.

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Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capi...

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
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Full-time, on-site
DATE POSTED
April 2, 2025

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