Senior Portfolio Advisor, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Not provided

Salary:

250000.00 - 500000.00 USD / Year

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Job Description:

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.

Job Responsibility:

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 partner to 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

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
August 14, 2025

Expiration:
August 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Portfolio Advisor

Citi

Location:United States, New York

Category:Finance

Contract Type:Not provided