Citi Group Investment Advisory Discretionary Solutions Manager 

United States, New York, New York 

365126283

Responsibilities:

Chair and curate materials for regular, scheduled governance meetings/committees which are responsible for reviewing discretionary strategies on an initial and ongoing basis with key stakeholders, as well addressing escalations/follow-ups and providing meeting minutes

Evolve and influence the strategic vision for the Program(s) to ensure robust oversight and governance, balancing with an FA's ability to effectively navigate and manage discretionary portfolios

Continue build-out and implementation of internal and third-party risk management, performance flagging and governance tools

Write business requirements and conduct UAT testing as required for various projects

Additional responsibilities include:

Qualifications:

10+ years experience

Accomplished change leader, can execute flawlessly in ambiguous and changing environments and demonstrates both a flexible and resilient approach

Significant relevant experience managing and delivering high profile projects

Advanced understanding of various investment strategies and portfolio construction including equities, fixed income, ETFs, Mutual Funds, and options

Polished written/verbal communication skills with the ability to establish credibility and effectively influence a diverse array of stakeholders across varying levels of seniority

Effective under pressure and willing to take personal responsibility/accountability

Ability to effectively communicate and challenge FAs and other stakeholders when appropriate

Previous experience using portfolio analytic tools such as Blackrock Aladdin Wealth, Morningstar Direct and/or Bloomberg is a plus

Considerable experience working with Financial Advisors/Investors in the Investment Advisory / Managed Accounts industry, with a focus on Advisor Discretionary solutions

Bachelor’s/University degree

Series 7

Series 66

Anticipated Posting Close Date:

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