Senior Portfolio Advisor

Senior Portfolio Advisor, North America

The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory, with a focus on the West Coast and Central regions of North America. There is flexibility for the role to be primarily located in either Citi's San Francisco, Los Angeles, or Dallas offices or in Citi's New York headquarters. 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 partner to broader CIO Team (research, portfolio management, Portfolio Construction & Analytics, 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
• Experience communicating investment and market views across asset classes and a variety of audiences and media
• Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality.
• Ability to contribute to both internal teamwork and to work with 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 mindset and enthusiasm for partnering across practices and businesses
• Excellent written and verbal communication skills in English are required for this role, coupled with interpersonal relationship management skills
• US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education

• 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:

ago 07, 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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