Senior Portfolio Advisor
Citigroup • Beverly Hills, CA • Posted June 10, 2026
About the Role
**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.
+ ...
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.
+ ...