Portfolio Advisor, Citi Wealth CIO.

Citigroup Inc.; New York (NY); On-site; USD 157,000 - 236,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate CIO views, engage with clients, and contribute to internal meeting preparation.

This role requires 5-7 years of investment strategy experience, strong English communication, and the ability to collaborate across practices. Citi offers competitive benefits in a dynamic, HQ setting.

Qualifications

• 5-7 years of experience developing, implementing, and communicating investment strategies.
• Ability to balance strategic thinking with process-oriented execution, with attention to detail and quality.
• Strong knowledge of markets and multi-asset class portfolio construction.
• Excellent written and verbal communication across audiences.
• Understanding of the securities industry exams and regulatory requirements.

Responsibilities

• Assist in driving and communicating CIO Team's strategy, views, and performance to field and clients.
• Collaborate with CIO Strategy team to develop supporting content for investment views.
• Coordinate with Investment Solutions teams to align CIO views with implementation and new products.
• Train and mentor junior team members.
• Prepare for client meetings and conduct follow-ups.
• Ensure compliance with Citi policies and regulatory requirements.

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, 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

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

$157040,00 - $235560,00

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.

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.

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