What are the responsibilities and job description for the Senior Portfolio Advisor position at Executive?
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 partner to 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
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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.
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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------------------------------------------------------
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.
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Salary : $170,000 - $300,000