Citigroup, Inc

Senior Portfolio Advisor

Citigroup, Inc$170K — $300K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in investment strategy development and implementation
  • Strong attention to detail and quality in execution
  • Deep knowledge of multi-asset class portfolio construction
  • In-depth understanding of the investment industry and competitor products
  • Exceptional collaboration skills and enthusiasm for team partnerships
  • Proven written and verbal communication abilities in English
  • Experience communicating across diverse audiences and formats

Responsibilities

  • Drive centralized messaging for the CIO Team's strategy and performance
  • Collaborate with field leadership on business development and targets
  • Serve as a strategic partner to the CIO Team on advisor needs and product development
  • Engage in the investment process with the CIO Strategy team
  • Align investment solutions with priority recommendations and new product efforts
  • Identify cross-business opportunities with coverage teams
  • Ensure compliance with all Citi policies and regulations

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) plan with employer match
  • Life, accident, and disability insurance
  • Wellness programs to support employee health
  • Flexible paid time off policies, including vacation and sick leave
  • Paid holidays throughout the year
Full Job Description
Role:

The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.

Responsibilities:
  • Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients.
  • Collaborate with field leadership on business development opportunities and strategic planning on business targets.
  • Be a strategic partnerto broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities
  • Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities.
  • Partner with investment solutions teams to align priority recommendations to views and new product development
  • Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
  • Ensure 100% compliance on all Citi policies and regulatory requirements.


Requirements:
  • 10+ years of experience, preferably in developing and implementing Investment strategies
  • Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners
  • Deep knowledge of markets and multi-asset class portfolio construction
  • In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business.
  • Collaborative and excited to partner across practices and businesses
  • Excellent written and verbal communication skills in English are required for this role, coupled with interpersonal relationship management skills
  • Communication experience across a variety of audiences and mediums
  • Bachelor's Degree required / Master's Degree preferred


Job Family Group:
Private Client Product Services

Job Family:
Investment Strategy

Time Type:
Full time

Primary Location:
Beverly Hills California 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:
Mar 18, 2026

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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