Director, Portfolio Solutions - Citi Wealth Studio - C15

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Job summary

Citi Wealth Studio seeks a Director to lead Portfolio Solutions, interfacing the CIO organization with the Labs teams to design an advanced portfolio construction framework that enhances advisor capabilities and client outcomes.

The Director will manage the end-to-end lifecycle of investment products, coordinate across product, operations, risk, and compliance to ensure regulatory and suitability standards, and drive platform-scale delivery of proposals from the home office to the field with

Qualifications

• Strong leadership and program management skills
• Experience designing investment platforms or wealth-management workflows
• Familiarity with GenAI-enabled tooling in finance

Responsibilities

• Lead Portfolio Solutions for Citi Wealth Studio and align CIO with Labs teams
• Design and implement a portfolio construction framework and guided workflows
• Oversee the Product Master lifecycle across funds, SMAs, and alternatives
• Coordinate with product, operations, risk and compliance to meet standards
• Drive home office to field handoffs and proposal execution with automated support

Job description

We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO organization and the Labs teams to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes.

The Director will be responsible for creating guided workflows that support flexible portfolio construction, enabling advisors to utilize institutional-quality models with the ability to customize allocations, apply smart substitutions, and receive decision support aligned with client risk profiles, goals, and preferences. This includes developing embedded recommendation logic based based on investment policy statements, tax considerations, and market views.

A core responsibility is to manage and operationalize the Product Master – overseeing the end-toend lifecycle of due-diligenced investment products across the spectrum including mutual funds, ETFs, separately managed accounts (SMAs), CIO-selected thematics, and alternative investments.

The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards.

This leader will play a central role in enabling platform-scale delivery of proposals directly from the home office to the field. By designing intelligent workflows, the Director will allow advisors to receive pre-built, home office-approved proposals aligned with investment outlooks and product priorities. A focus area will be the seamless digital handoff and approval mechanisms for proposal pushing and execution.

The role also requires strong understanding and application of emerging technologies. The Director will drive the implementation of GenAI-powered capabilities to automate the identification of portfolio health issues, generate diagnostics, and recommend investment changes based on market shifts and client-specific needs. These tools will form the foundation of an 'always-on' advice engine within Citi Wealth Studio.

The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this role will be measured by product adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth.

Job Family Group

Project and Program Management

Job Family

Program Management

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$170,000.00 - $300,000.00

Benefits

• 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.

Anticipated Posting Close Date

Jun 16, 2025

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