Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
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:
Education
- Bachelor’s Degree required / Master’s Degree preferred
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Private Client Product Services
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Investment Strategy
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Full time
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Beverly Hills California United States
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$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.
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Please see the requirements listed above.
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For complementary skills, please see above and/or contact the recruiter.
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jun 17, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
