Execution and Relationship Management (Finance - O&T)

Citi; New York (NY); Hybrid; USD 18,000 - 32,000; Full time

Job summary

Citi is seeking a Learning and Development Senior Analyst to lead capability-building initiatives and collaborate with HR and business partners across regions. The role emphasizes strategic learning, measuring impact, and coaching new recruits in a dynamic, global finance environment.

The position requires strong analytics, budget management, and the ability to influence and guide cross-functional teams while maintaining compliance and high standards of communication.

Qualifications

• 5-8 years of experience in Learning and Development.
• Proven influencing and relationship management skills.
• Proactive leadership and motivational skills.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office with an emphasis on Excel.

Responsibilities

• Understands relevant business and HR priorities for capability building and development within their region/product/function.
• Partners with Learning Advisors and HR/business partners to identify and prioritize L&D opportunities.
• Helps execute learning and development strategy for their region/product/function.
• Analyzes current vs future gaps, identifies root causes, and defines solutions and success measures.
• Markets, evaluates, and communicates the impact of initiatives with HR/Business partners.
• Monitors progress and aligns expectations with learning colleagues and HR partners.
• Collaborates across HR to provide an integrated experience for partners.
• Implements measurement of training effectiveness with learning teams.
• Keeps updated on market trends and future capability requirements.
• Manages learning budgets for projects and focus areas.
• Assesses risk in business decisions and ensures compliance.

Skills

Influencing and relationship mgmt

Leadership and motivation

Communication skills

Attention to detail

MS Excel

Education

Bachelor’s degree or equivalent experience

Tools

LMS system

Project Management (PM)

Job description

Execution and Relationship Management (Finance - O&T)

Location(s):

Heredia, Provincia de Heredia, Costa Rica

Job Type:

Hybrid

Posted:

Jun. 11, 2026

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Job Overview

The Learning Advisor Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities

• Understands relevant business and HR priorities and opportunities for capability building, performance improvement, cultural development, and overall impact within their region/product/function
• In partnership with other Learning Advisors, provides management and consulting to Human Resource and business partners and proactively identifies and prioritizes the L&D opportunities to support successful business outcomes.
• Helps execute learning and development strategy for their region/product/function
• Conducts the analysis of current versus future state gaps, identifies root causes, determines the appropriate solution and how success should be measured
• Helps to market, evaluate and communicate the impact of initiatives with HR / Business partners
• Monitors and communicates progress with other learning colleagues as well as HR / Business partners and navigates any variation in expectations with them
• Collaborates with colleagues across HR to provide integrated experience for region/product/function partners
• In partnership with other learning advisors, Implements the strategy for consistently measuring the effectiveness of training
• Stays abreast to latest external market trends and anticipates their impact on future capability requirements for their region/product/function
• Is responsible for learning budget for their specific projects / areas of focus
• 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

• 5-8 years of experience in Learning and Development
• Proven influencing and relationship management skills
• Proactive leadership and motivational skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Proficient in Microsoft Office with an emphasis on MS Excel
• Self-motivated and detail oriented

Education

• Bachelor’s/University degree or equivalent experience

• Knowledge in LMS system
• Experience in PM
• English advanced
• Accounts payable management

Job Family Group

Human Resources

Job Family

Talent, Development, Learning & Engagement

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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