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We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO organization and the Labs teams to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes.
The Director will be responsible for creating guided workflows that support flexible portfolio construction, enabling advisors to utilize institutional-quality models with the ability to customize allocations, apply smart substitutions, and receive decision support aligned with client risk profiles, goals, and preferences. This includes developing embedded recommendation logic based on investment policy statements, tax considerations, and market views.
A core responsibility is to manage and operationalize the Product Master – overseeing the end-toend lifecycle of due-diligenced investment products across the spectrum including mutual funds, ETFs, separately managed accounts (SMAs), CIO-selected thematics, and alternative investments.
The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards.
This leader will play a central role in enabling platform-scale delivery of proposals directly from the home office to the field. By designing intelligent workflows, the Director will allow advisors to receive pre-built, home office-approved proposals aligned with investment outlooks and product priorities. A focus area will be the seamless digital handoff and approval mechanisms for proposal pushing and execution.
The role also requires strong understanding and application of emerging technologies. The Director will drive the implementation of GenAI-powered capabilities to automate the identification of portfolio health issues, generate diagnostics, and recommend investment changes based on market shifts and client-specific needs. These tools will form the foundation of an 'always-on' advice engine within Citi Wealth Studio.
The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this role will be measured by product adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth.
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Job Family Group:
Project and Program Management------------------------------------------------------
Job Family:
Program Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York 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:
Jul 23, 2025------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi New York, New York, USA Office
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Citi New York, New York, USA Office
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