Senior Portfolio Advisor

Discover your future at Citi

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Job Overview

Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services.  CGW delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world.  Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.

The CIO team is comprised of approximately 100 employees, located across the world. The team includes multi-asset class strategists who travel to provide and explain market views to internal stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product solutions.

Role:

The Senior Portfolio Advisor will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.

Responsibilities:

• Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients.
• Collaborate with field leadership on business development opportunities and strategic planning on business targets.

• Be a strategic partnerto broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities
• Participate in the Global Investment Committee, a management team of senior thought leaders who provide the strategic and tactical asset allocations for portfolio implementation.
• Partner with investment solutions teams to align priority recommendations to views and new product development
• Identify and initiate cross-business opportunities with the various coverage teams and investment solutions.
• Ensure 100% compliance on all Citi policies and regulatory requirements.

Requirements:

• 10+ years of experience, preferably in developing and implementing Investment strategies
• Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners
• Deep knowledge of multi-asset class portfolio construction
• In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business.
• Collaborative and excited to partner across practices and businesses
• Excellent written and verbal communication skills and interpersonal relationship management skills
• Communication experience across a variety of audiences and mediums
• Bachelor’s Degree required / Master’s Degree preferred
• CIMA, CFA or CFP® designation or candidate preferred

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Strategy

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Aug 20, 2025

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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.

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