Senior Portfolio Advisor

Citi

Senior Portfolio Advisor developing investment strategies and engaging clients across North America. Collaborating with investment teams and ensuring compliance with corporate policies.

Posted 7/31/2026full-timeBeverly Hills • California, New York, Texas • 🇺🇸 United StatesSenior💰 $170,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in developing and implementing investment strategies, with a strong focus on multi-asset class portfolio construction and compliance with regulatory requirements. Excels in strategic communication and collaboration across teams to drive business development and product innovation.

Highest-signal resume keywords

Investment Strategy DevelopmentMulti-Asset Class Portfolio ConstructionRegulatory ComplianceExcellent Communication SkillsCollaborative Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategyPortfolio ConstructionMarket AnalysisInvestment RecommendationsBusiness Development

Soft Skills

Interpersonal Relationship ManagementStrategic ThinkingAttention to DetailTeam Collaboration

Certifications & Qualifications

Securities Industry Exam (SIE)S7S66

Industry Keywords

CIO TeamInvestment SolutionsCross-Business OpportunitiesThematic OpportunitiesTactical Opportunities

About the role

Key responsibilities & impact

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 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

What you’ll need

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
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)

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays