Senior Portfolio Manager Position

3 weeks ago


New York, New York, United States Citigroup, Inc. Full time
As a Senior Portfolio Manager at Citigroup, Inc., you will play a critical role in shaping the future of our Wealth Management division. We are seeking an accomplished professional with a proven track record of success in leading high-performing teams and driving business growth through innovative solutions.

Key Responsibilities:
  • Develop and execute comprehensive investment strategies that align with client goals and objectives
  • Lead a team of financial advisors to deliver exceptional client service and drive revenue growth
  • Collaborate with cross-functional teams to achieve business objectives and stay ahead of industry trends
  • Stay up-to-date on regulatory requirements and apply this knowledge to inform investment decisions
  • Analyze financial data to identify areas for improvement and optimize portfolio performance

Requirements:
* 10+ years of experience in financial services, with a focus on wealth management
* Required licenses: SIE, Series 7, Series 66 (or Series 63 & 65), Series 9 & 10 (or Series 24 & 4 & 53)
* Group 1: Life and Health Insurance Licenses
* Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively

Compensation Package:$211,280.00 - $316,920.00 annually, plus comprehensive benefits package

  • New York, New York, United States Oscar Health Full time

    About the RoleThe Manager, Treasury is a key position within our treasury team at Oscar Health. We are seeking an experienced professional to manage our corporate investment portfolio and support the execution of our treasury strategy.This role will assist in setting the corporate investment portfolio strategy, managing the risk of the overall portfolio, and...


  • New York, New York, United States Trigyn Technologies Inc Full time

    About UsTrigyn Technologies Inc is an IT services company with over 30 years of experience. We have a proven track record of delivering high-quality solutions to our clients. As a Senior Portfolio Manager, you will play a key role in driving our success.Job Summary:The Senior Portfolio Manager will be responsible for managing a portfolio of programs,...


  • New York, New York, United States Beacon Talent Full time

    Job Title: Senior Investment Portfolio ManagerWe are seeking a talented and experienced investment professional to oversee and manage SMA (Separately Managed Accounts) portfolios for Beacon Talent. As a senior investment portfolio manager, you will be responsible for developing and implementing tailored investment strategies for high net worth individuals,...


  • New York, New York, United States Apollo Global Management Full time

    Job DescriptionApollo Global Management seeks an experienced Principal to manage and analyze complex financial portfolios. As a key member of our Credit Product team, you will be responsible for driving business growth and profitability through strategic planning and execution.Key Responsibilities:Develop and implement comprehensive strategies to optimize...


  • New York, New York, United States Keller Executive Search Full time

    Key ResponsibilitiesThe Senior Director of Strategic Finance will be responsible for:Developing and implementing global portfolio strategies across various asset classes and geographiesLeading the strategic financial planning and analysis for our global investment portfolioConducting in-depth market research and financial modeling to identify investment...


  • New York, New York, United States Citigroup Inc Full time

    The role of Senior Credit Portfolio Manager at Citigroup Inc involves leading activities such as credit review, approval, and monitoring to identify credit migration in coordination with the Risk Management team.The overall objective is to manage the bank's portfolio exposure to clients and counterparties globally.


  • New York, New York, United States Fifth Third Bank Full time

    We are seeking a highly skilled and experienced Senior ABS Portfolio Manager to join our team at Fifth Third Bank. As a Senior ABS Portfolio Manager, you will be responsible for managing a portfolio of ABS investments, identifying new business opportunities, and developing and maintaining profitable relationships with our customers.You will work closely with...


  • New York, New York, United States Property Management Firm Full time

    Job SummaryWe are seeking a highly experienced Senior Housing Portfolio Manager to lead our team of employees, including an Assistant General Manager, Facilities Manager, Recertification Specialists, and maintenance staff.The ideal candidate will have a minimum of 5 years supervisory level affordable housing management experience, with a strong understanding...


  • New York, New York, United States Garrison Associates, LLC Full time

    Garrison Associates, LLC is seeking a highly skilled Senior Quantitative Portfolio Analyst to join their Portfolio Analytics Group in Manhattan. This Full-Time, permanent position offers an excellent opportunity for a professional with strong analytical and problem-solving skills to take ownership of investment and risk management-related firm-level...


  • New York, New York, United States Deutsche Bank Full time

    About the PositionThe Senior Credit Portfolio Manager is a key member of the Global Head of Credit Risk Management team at Deutsche Bank. The successful candidate will be responsible for managing the bank's counterparty credit risk to US hedge fund and private equity clients, with a focus on approval and review of transactions, as well as ongoing dialogue...


  • New York, New York, United States Eka Finance Full time

    As a Senior Equity Portfolio Manager at Eka Finance in London or NYC, you will be responsible for driving the success of our quantitative equities team. To achieve this, we are looking for an experienced professional with a proven track record of at least 2 years running quantitative equities strategies.The ideal candidate will have demonstrated expertise in...


  • New York, New York, United States VTS3 Full time

    About the JobVTS3 is hiring a Senior IT Project Manager to join our team! As a key member of our I&O Portfolio team, you will be responsible for leading and overseeing complex projects, managing budgets, and collaborating with stakeholders to achieve project objectives.Key Skills and QualificationsAt least 5 years of experience in IT Project...


  • New York, New York, United States Pagaya Full time

    Job Overview Pagaya is a leading global technology company transforming the financial services ecosystem. We're seeking a seasoned Risk Professional to lead our Portfolio Risk Analytics team. This strategic role will oversee the development and implementation of our portfolio risk monitoring frameworks, providing insights on expected loss and profitability...


  • New York, New York, United States IDB Full time

    Company OverviewIDB Bank, a full-service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC), is committed to providing exceptional financial services to its customers. With a strong focus on deposit gathering and portfolio management, we are seeking an experienced candidate to join our...


  • New York, New York, United States PNC Full time

    Company OverviewPNC is a leading financial institution that values innovation and customer satisfaction. Our people are our greatest differentiator, and we strive to create an inclusive workplace culture where all employees feel respected and valued.The CIO team at PNC is searching for a highly experienced quantitative researcher and modeler to join our ALM...


  • New York, New York, United States BCI - Brokerage Consultants Inc Full time

    At BCI - Brokerage Consultants Inc, we are seeking a highly skilled Portfolio Management Specialist to join our team. As a key member of our investment management group, you will work closely with our Senior Portfolio Manager to maintain client portfolios and take over certain client management relationships over time.The responsibilities of this role...


  • New York, New York, United States J Harlan Group, LLC Full time

    About the RoleWe are seeking an experienced Investment Professional to join our Asset Management team at J Harlan Group, LLC. This is a unique opportunity for a highly motivated individual to work closely with our senior partners in a collaborative and dynamic investment environment.Job Description:The successful candidate will be responsible for managing...


  • New York, New York, United States cesna Full time

    Portfolio Manager Job DescriptionAbout the Role:Cesna is seeking a highly skilled Equity Portfolio Manager to join our New York office. The ideal candidate will have extensive experience in managing equity-based passive portfolios and derivatives, with a strong ability to analyze financial markets and implement effective strategies.Key...


  • New York, New York, United States Keller Executive Search Full time

    Job Description:The Director of Portfolio Management will be responsible for developing and implementing global portfolio strategies across various asset classes and geographies. This position requires a deep understanding of global financial markets, strategic asset allocation, and portfolio optimization techniques.Key Responsibilities:Develop and implement...


  • New York, New York, United States Keller Executive Search Full time

    Job Description:We are seeking a seasoned Senior Director of Strategic Finance to lead our global investment strategy and portfolio management efforts. This critical role requires a deep understanding of global financial markets, strategic asset allocation, and portfolio optimization techniques.Responsibilities:Develop and implement global portfolio...