Investment Advisory Discretionary Solutions Manager

The Investment Advisory Discretionary Solutions Manager will be part of the Citi Wealth Investment Advisory Programs team within Investment Solutions. The Investment Advisory Programs team are responsible for proactively enhancing our Investment Advisory Programs by continually evaluating our offering, in terms of investment products and Programs to both Citi Wealth Financial Advisors/Investors and ultimately to their clients. Responsibilities: Manage a team of motivated individuals who are responsible for qualifying FAs for our Discretionary Programs and performing and conducting reviews of their strategies/investment approach on an initial and ongoing basis, with a detailed focus on investment process, dispersion analysis, performance, trading, etc. 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. For both BAU items and strategic projects, drive progress and provide thought leadership through close partnership with various stakeholders including Technology, Performance measurement team(s), Legal, Risk, Compliance Supervision others. Be one of the subject matter experts for the our Program offerings; Field questions from FA teams and others as it pertains to the Program(s), and deliver presentations/education sessions to various audiences related to Program updates and enhancements. 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: Partner closely with internal stakeholders, including but not limited to legal, compliance, risk, supervision and technology, as well as across the wider Investment Solutions team.