The Senior Product Specialist will be responsible for and manage multiple high-profile products and projects for the Citi Wealth Investment Advisory business, within Investment Solutions, reporting to the global head of Citi Wealth Investment Advisory Programs.   Candidate should have an in-depth understanding of how the fee-based Investment Advisory business operates across the industry, with a focus on Unified Managed Accounts (UMA), to contribute to the commercial success and objectives of the business.

Excellent attention to detail, time management and communication skills required to negotiate internally, often at a senior level, and the ability to work both independently as well as part of a group. Responsible for executing functional strategy, accountable for end results, planning, policy formulation and contribution to future strategy of the business.

Responsibilities:

• This individual will be an integral part of the existing Investment Advisory Programs team working to deliver, educate, maintain and support a first in class, Unified Managed Accounts program that spans Citigold, Citi Private Client, Citi Private Bank and Wealth globally.
• Ensuring end-to-end success of strategic deliverables, including but not limited to Program uplift, new product offerings, new technology solutions, requiring focus and success on end-to-end implementation from operating model design and requirements gathering to system testing, internal and external communications, and training.
• Will take the lead in owning and executing the account migration from our current legacy investment advisory programs to the new Global UMA.
• As we continue our corporate journey by integrating and implementing our Investment Advisory Programs strategic direction to UMA, this person will own the Digital & AI integration and client experience.
• Partner closely with internal stakeholders, including but not limited to legal, compliance, risk, supervision, product development and technology, as well as across the wider Investment Solutions team.

Qualifications:

• 10+ years’ experience
• Accomplished change leader, can execute flawlessly in ambiguous and changing environments and demonstrates both a flexible and resilient approach
• Must possess vision and passion for the transformation of the Citi Wealth Investment Advisory Programs with a specific focus on UMA, the tools that are required by Financial Advisors, Investment Counselors and Bankers, as well as the ability to communicate with them
• Significant relevant experience managing and delivering high profile projects
• Knowledge and experience in working with Turnkey Asset Management Platforms (TAMPs)
• Demonstrated ability to work collaboratively across multiple stakeholders and organizations – pushes self and colleagues to higher levels of performance by actively listening and engaging in constructive dialogue
• Treats people with respect and assumes the intentions of others are based on common purpose and shared goals
• Demonstrated ability to manage and drive large scale, complex business initiatives –taking initiatives from concept to execution.
• Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external solutions providers
• Strategic, analytical, and systematic thinker who consistently pushes the status quo and constructively challenges the team to drive change and continuous improvement and innovation
• Required current US FINRA Registration: Series 7. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.

Education:

• Bachelor’s/University degree

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$163 600,00 - $245 400,00

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.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

jun 04, 2026

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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.

 

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