Investment Solutions Oversight Product Manager - Senior Vice President

Citi

New York (NY)

On-site

USD 164,000 - 245,000

Full time

6 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Discretionary incentive awards
Formulaic incentive awards
Medical, dental & vision coverage
401(k)
Life, accident, disability insurance
Wellness programs
Paid time off (vacation/sick leave/hol
Paid holidays

Job summary

Citi in New York seeks a senior Investment Solutions Oversight professional to guide product strategy and governance while owning first-line risk across wealth investment offerings.

Collaborate with product management, sales leadership, and 2LoD partners to oversee current products, assess risks from regulatory change, and drive policy and control enhancements across the organization.

Qualifications

  • 10+ years of experience
  • Knowledge of investment products, product governance, suitability, investment industry regulations, retirement products
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Consistently demonstrates clear and concise written and verbal communication
  • Demonstrated analytical skills
  • Demonstrated problem-solving and decision-making skills

Responsibilities

  • Support development and analysis of strategic product roadmaps, enhancement, and development to align with evolving regulatory landscapes and business priorities
  • Strengthen first-line risk ownership across Citi Wealth by establishing, enhancing, and simplifying frameworks spanning product governance, sales practices, fiduciary, retirement, and client suitability
  • Drive significant enhancements across policies, procedures, and controls supporting Investment Solutions
  • Partner actively with Supervision, Controls, Risk, Compliance, and Legal stakeholders to prioritize deliverables, resolve complex obstacles, and align strategic objectives.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

FINRA Series 7
FINRA 63/65/66
Investment products knowledge
Regulatory awareness
Risk governance
Stakeholder collaboration
Written and verbal communication
Analytical skills
Problem solving
Decision making

Education

Bachelor’s degree

Job description

As part of the Wealth Investment Solutions organization, the Investment Solutions Oversight (ISO) team is responsible for providing product strategy guidance, governance, and first-line risk ownership across investment products and platforms. This role will be to collaborate closely with product management, sales leadership, Second Line of Defense (2LoD) partners, and key stakeholders to oversee the current inventory of products and assess emerging risks resulting from business and regulatory change.

Responsibilities:
  • Support development and analysis of strategic product roadmaps, enhancement, and development to align with evolving regulatory landscapes and business priorities
  • Strengthen first-line risk ownership across Citi Wealth by establishing, enhancing, and simplifying frameworks spanning product governance, sales practices, fiduciary, retirement, and client suitability
  • Drive significant enhancements across policies, procedures, and controls supporting Investment Solutions
  • Partner actively with Supervision, Controls, Risk, Compliance, and Legal stakeholders to prioritize deliverables, resolve complex obstacles, and align strategic objectives.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
  • 10+ years of experience
  • FINRA Series 7 and 63/65 (or 66)
  • Knowledge of investment products, product governance, suitability, investment industry regulations, retirement products
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Consistently demonstrates clear and concise written and verbal communication
  • Demonstrated analytical skills
  • Demonstrated problem-solving and decision-making skills
Education:
  • Bachelor’s degree/University degree
------------------------------------------------------
Job Family Group:
Product Management and Development
------------------------------------------------------
Job Family:
Product Management
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$163 600,00 - $245 400,00
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.
  • discretionary and formulaic incentive and retention awards
  • 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
------------------------------------------------------
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:
oct 13, 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
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.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Wealth Investments Supervisory Technology Application Development Lead, Senior Vice President
Wealth Investments Supervisory Technology Application Development Lead, Senior Vice President

Citigroup Inc. • Jersey City (NJ)

On-site
USD 177,000 - 265,000
Product Mgmt Senior Lead Analyst
Product Mgmt Senior Lead Analyst

Citigroup Inc. • Charlotte (NC)

On-site
USD 135,000 - 202,000
Head of Wealth Investment Planning, Business Process Optimization and Value Assurance, MD, C16
Head of Wealth Investment Planning, Business Process Optimization and Value Assurance, MD, C16

Citi • New York (NY)

On-site
USD 250,000 - 500,000
RPS Registered Wealth Investment Services Associate
RPS Registered Wealth Investment Services Associate

Citigroup Inc. • Jacksonville (FL)

On-site
USD 63,000 - 87,000
Registered Wealth Investment Service Associate
Registered Wealth Investment Service Associate

Citi • Jacksonville (FL)

On-site
USD 63,000 - 87,000
Apps Development Sr Group Mgr - C15 - JERSEY CITY
Apps Development Sr Group Mgr - C15 - JERSEY CITY

Citigroup Inc. • Jersey City (NJ)

On-site
USD 170,000 - 300,000
Wealth Solutions Advisor SAFE Act
Wealth Solutions Advisor SAFE Act

Citigroup Inc. • Jacksonville (FL)

On-site
USD 77,000 - 107,000
Medical insurance
401(k) plan
Paid time off
+1
Wealth Relationship Manager | Jamaica/Hillside
Wealth Relationship Manager | Jamaica/Hillside

Citi • New York (NY)

On-site
USD 88,000 - 133,000
Wealth Solutions Advisor SAFE Act
Wealth Solutions Advisor SAFE Act

Citi • New York (NY)

Hybrid
USD 77,000 - 107,000
Medical, dental & vision coverage
401(k)
Life, accident and disability coverage
+2
Client Experience Associate SAFE Act, AVP - Houston, Texas
Client Experience Associate SAFE Act, AVP - Houston, Texas

Citi • Houston (TX)

On-site
USD 87,000 - 131,000