Director, Portfolio Management – Citi Wealth Studio - C15 - NEW YORK

Citi; New York (NY); On-site; USD 170,000 - 300,000; Full time

Job summary

Citi is seeking a Director for Portfolio Management to lead the development of innovative investment tools at their Wealth Studio. This role requires a deep understanding of investment technology and aims to enhance advisor efficiency through a new comprehensive toolkit. The candidate will drive global deployment, oversee governance, and integrate tax management systems, ensuring compliance and optimization across trading workflows.

Benefits

Medical, dental & vision coverage

401(k) options

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• Strong background in investment technology and wealth management platforms.
• Experience in enterprise system integration is critical.

Responsibilities

• Own the development and global deployment of portfolio management toolkits.
• Oversee tax management capabilities and modernize order management systems.
• Partner with CIO teams for automated workflow integration.

Skills

Investment technology

Wealth management platforms

Enterprise system integration

Job description

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We are seeking a dynamic and technically skilled Director to lead the Portfolio Management domain within Citi Wealth Studio.

This individual will own the end-to-end development and global deployment of a comprehensive portfolio construction and trading toolkit that enables advisors and home office teams to deliver personalized, tax-aware, and scalable investment solutions.

This role encompasses responsibility for model portfolio governance, construction logic, and active management capabilities. The Director will develop and refine investment screeners, portfolio analytics, and automated rebalancing features, while ensuring tight integration with planning tools, proposal engines, and compliance workflows.

This includes building logic to support drift thresholds, reallocation triggers, and custom constraints. A critical function of this role is the buildout of comprehensive tax management capabilities—including tax loss harvesting, tax transition, and tax-efficient withdrawal strategies.

The Director will partner with CIO teams and tax policy experts to codify tax intelligence into automated workflows that can be embedded into the advisor toolkit and leveraged at scale.

This leader will oversee the rationalization and modernization of order management systems (OMS) across regions and wealth segments. They will be responsible for harmonizing legacy trading workflows into a unified, forward-compatible infrastructure that connects portfolio construction seamlessly to trade execution. This includes driving global platform alignment and enabling straight-through processing for centralized and decentralized trade models.

The Director will also lead vendor selection, evaluation, and integration of third-party technologies that enhance the platform's core capabilities. This includes managing the interface between internal engineering teams and external partners to ensure adherence to Citi’s architecture standards, data models, and information security protocols.

The ideal candidate will have a strong background in investment technology, wealth management platforms, and enterprise system integration. Success will be measured by reduction in trading friction, improvements in advisor adoption and efficiency, and growth in programmatic asset flows.

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Job Family Group:

Project and Program Management

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Job Family:

Program Management

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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:

$170,000.00 - $300,000.00

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:

Jun 16, 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.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and Investment Banking

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