Portfolio Advisor, Citi Wealth CIO.
Citi · New York, United States · 2mo ago
The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors. The Portfolio Advisory team sits with the Citi Wealth Chief Investment Office (CIO) in New York at Citi’s headquarters at 388 Greenwich Street. This role is for a highly motivated individual with a passion for investments, collaborative spirit, and eagerness to contribute to the dynamic environment of a high-growth organization. They will support field and client engagement, assisting in the communication of CIO views, and helping to set the agenda for internal meetings such as morning sales calls. As a contributor to the CIO team, the Portfolio Advisor will assist with investment solutions and client engagement functions, learning and developing within a fast-paced setting.
Responsibilities:
- Assist in driving and communicating centralized messaging around CIO Team's strategy, views, and performance to the field and clients including via Global sales calls
- Collaborate with broader CIO Team on messaging and advisor needs.
- Collaborate with the CIO Strategy team in developing supporting content for CIO investment views.
- Collaborate with Investment Solutions teams to align CIO views and with implementation recommendations and new product development.
- Training/mentoring junior team members.
- Contribute to team efforts for client meeting prep and follow ups.
- Ensure compliance with all Citi policies and regulatory requirements.
Requirements:
- 5-7 years of experience, preferably in developing, implementing, and communicating investment strategies.
- Ability to balance strategic thinking with process-oriented execution, with attention to detail and quality.
- Solid knowledge of markets and multi-asset class portfolio construction.
- Good understanding of the industry and competitors' products/services.
- Collaborative and able to partner across practices and businesses.
- Excellent written and verbal communication skills in English, coupled with strong interpersonal relationship management skills.
- Communication experience across various audiences.
- US Only: Securities Industry Exam, S7 & S66 or equivalent S63 & S65, required within 150 days of starting the role
Education:
- Bachelor's Degree required
#LI-LL2
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Strategy------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$157 040,00 - $235 560,00
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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
jul 23, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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