Portfolio Advisor, Citi Wealth CIO.

Citi; New York (NY); On-site; USD 130,000 - 210,000; Full time

Job summary

Citi in New York seeks a Portfolio Advisor to support the Head of Portfolio Advisory and Senior Portfolio Advisors at Citi’s headquarters. The role partners with the CIO team to communicate investment views, support field engagement, and help set meeting agendas.

You will contribute to investment solutions, mentor junior staff, and collaborate across Investment Solutions, Strategy, and field teams while ensuring compliance with Citi policies.

Qualifications

• 5–7 years of experience developing, implementing, and communicating investment strategies.
• Attention to detail and quality with ability to balance strategy and process.
• Solid knowledge of markets and multi-asset class portfolio construction.
• Strong 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 with strong interpersonal relationship-management skills.
• US only: Securities Industry Exam, S7 & S66 or equivalent S63 & S65 within 150 days of starting the role.

Responsibilities

• Assist in driving and communicating centralized messaging around CIO team strategy, views, and performance to the field and clients, including via global sales calls.
• Collaborate with the 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 implementation recommendations and new product development.
• Training/mentoring junior team members.
• Contribute to team efforts for client meeting preparation and follow-ups.
• Ensure compliance with all Citi policies and regulatory requirements.

Skills

Investment strategy development

Portfolio construction

Communication skills

Relationship management

Attention to detail

Collaboration

Education

Bachelor’s Degree

Job description

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, a collaborative spirit, and an eagerness to contribute to the dynamic environment of a high‑growth organization. They will support field and client engagement, assist in the communication of CIO views, and help 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 strategy, views, and performance to the field and clients, including via global sales calls
• Collaborate with the 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 implementation recommendations and new product development
• Training/mentoring junior team members
• Contribute to team efforts for client meeting preparation 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

Benefits

Citi offers competitive employee benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned vacation, unplanned sick leave, and paid holidays.

Equal Opportunity Employer

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, 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.