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Portfolio Advisor, Citi Wealth CIO.

Company

Citigroup

Location

New York, NY

Posted

July 20, 2026

Position Overview

The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors. The Portfolio Advisory team sits with the Citi Wealth Chief Investment Office (CIO) in New York at Citi’s headquarters at 388 Greenwich Street. This role is for a highly motivated individual with a passion for investments, collaborative spirit, and eagerness to contribute to the dynamic environment of a high-growth organization. They will support field and client engagement, assisting in the communication of CIO views, and helping to set the agenda for internal meetings such as morning sales calls. As a contributor to the CIO team, the Portfolio Advisor will assist with investment solutions and client engagement functions, learning and developing within a fast-paced setting.

**Responsibilities:**

+ Assist in driving and communicating centralized messaging around CIO Team's strategy, views, and performance to the field and clients including via Global sales calls
+ Coll...

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