Citigroup, Inc

Director, Portfolio Solutions - Citi Wealth Studio - C15

Citigroup, Inc • $170K — $300K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in product development and wealth management
  • Proven expertise in portfolio construction and advisor frameworks
  • Strong understanding of regulatory compliance and operational standards
  • Familiarity with emerging technologies, especially GenAI applications
  • Experience in managing investment products, including mutual funds and ETFs

Responsibilities

  • Lead design and implementation of portfolio construction frameworks
  • Create guided workflows for flexible portfolio construction
  • Oversee the lifecycle of various investment products
  • Coordinate across product, operations, risk, and compliance teams
  • Drive the integration of emerging technologies for portfolio diagnostics
  • Enable scalable proposal delivery from home office to field
  • Design intelligent workflows for advisor proposals

Benefits

  • Medical, dental & vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and holidays
Full 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 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

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, 2025

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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