Job description

As part of the Wealth Investment Solutions organization, the Investment Solutions Oversight (ISO) team is responsible for providing product strategy guidance, governance, and first-line risk ownership across investment products and platforms. This role will be to collaborate closely with product management, sales leadership, Second Line of Defense (2LoD) partners, and key stakeholders to oversee the current inventory of products and assess emerging risks resulting from business and regulatory change. Responsibilities: Support development and analysis of strategic product roadmaps, enhancement, and development to align with evolving regulatory landscapes and business priorities Strengthen first-line risk ownership across Citi Wealth by establishing, enhancing, and simplifying frameworks spanning product governance, sales practices, fiduciary, retirement, and client suitability Drive significant enhancements across policies, procedures, and controls supporting Investment Solutions Partner actively with Supervision, Controls, Risk, Compliance, and Legal stakeholders to prioritize deliverables, resolve complex obstacles, and align strategic objectives. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10 years of experience FINRA Series 7 and 63/65 (or 66) Knowledge of investment products, product governance, suitability, investment industry regulations, retirement products Ability to work unsupervised and adjust priorities quickly as circumstances dictate Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Consistently demonstrates clear and concise written and verbal communication Demonstrated analytical skills Demonstrated problem-solving and decision-making skills Education: Bachelor’s degree/University degree ------------------------------------------------------ Job Family Group: Product Management and Development ------------------------------------------------------ Job Family: Product Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: oct 13, 2026 ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right ------------------------------------------------------ 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.

Requirements

Must-haves

Support development and analysis of strategic product roadmaps, enhancement, and development to align with evolving regulatory landscapes and business priorities
Strengthen first-line risk ownership across Citi Wealth by establishing, enhancing, and simplifying frameworks spanning product governance, sales practices, fiduciary, retirement, and client suitability
Drive significant enhancements across policies, procedures, and controls supporting Investment Solutions
Partner actively with Supervision, Controls, Risk, Compliance, and Legal stakeholders to prioritize deliverables, resolve complex obstacles, and align strategic objectives.
10 years of experience
FINRA Series 7 and 63/65 (or 66)
Knowledge of investment products, product governance, suitability, investment industry regulations, retirement products
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Consistently demonstrates clear and concise written and verbal communication
Demonstrated analytical skills
Demonstrated problem-solving and decision-making skills
Bachelor’s degree/University degree
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Job Family Group: Product Management and Development ------------------------------------------------------
Job Family: Product Management ------------------------------------------------------
Time Type: Full time ------------------------------------------------------
Primary Location: New York New York United States ------------------------------------------------------
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Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
Anticipated Posting Close Date: oct 13, 2026 ------------------------------------------------------
Automated Processing and AI
Illinois residents – AI Notice and Right

Nice-to-haves

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Keywords to mirror

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Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Wellness