Jobs at Lexa Ai

The Senior Portfolio Advisor is responsible for engaging clients, collaborating on investment strategies, and driving compliance with Citi policies while promoting portfolio performance and development.

Lead NAM Private Bank marketing strategy for NAM and the Western Region, developing thought leadership, managing end-to-end UHNW client events, driving digital and social content, tracking marketing ROI, briefing senior stakeholders, ensuring compliance, and partnering with bankers and investment teams to grow client engagement.

Drive mortgage sales and client relationships with community clients, real estate partners, and nonprofits. Consult, analyze, and recommend lending solutions; originate and manage loan applications; collaborate with internal partners and operations to ensure timely closings; attend community and realtor events; maintain compliance and register as an NMLS mortgage loan originator.

Originate residential mortgage loans by consulting clients, analyzing financials, recommending lending solutions, and managing referral relationships. Coordinate with operations, processors, and underwriters to ensure timely closings, maintain regulatory compliance, and grow business through outreach to realtors and other referral partners while safeguarding Citi's reputation.

Senior regional leader responsible for executing wealth strategy, managing RSMs and FAs, driving sales and profitability, recruiting and developing talent, ensuring regulatory compliance, and owning regional P&L and client segmentation to improve client experience and referral partnerships.

Senior editorial and compliance role overseeing Citi Research publications. Review and edit investment research for FINRA compliance, reputational risk, and quality across formats; manage editorial workflow, liaise with analysts, compliance, and technical teams; identify and resolve control issues while applying internal content guidelines to ensure timely, accurate delivery to global clients.

Build and deepen relationships with affluent and HNW clients, provide holistic financial planning and product solutions, source and convert referral leads, manage client events and high-touch engagements, ensure KYC/AML and regulatory compliance, and collaborate with branch and product specialists to grow portfolio.

Build and deepen relationships with affluent and HNW clients to provide holistic financial planning and solutions. Source and convert referral leads, manage client engagement and events, coordinate with product specialists and branch partners, ensure KYC/AML and regulatory compliance, and maintain required registrations and licenses.

Develop and deepen relationships with affluent and HNW clients to grow wallet share through holistic financial planning, referrals, and face-to-face high-touch engagement. Source and convert referral leads, collaborate with product specialists and branch partners, ensure KYC/AML and regulatory compliance, and organize client events while coaching team members and contributing to process improvements.

Regionally aligned lending specialist partnering with Wealth Advisors to originate, structure, and manage lending solutions for high‑net‑worth clients. Provides advisory expertise in securities‑based and structured lending, identifies opportunities using data and portfolio analytics, drives execution and risk‑controlled portfolio management, and educates regional teams on lending capabilities.

Originates residential mortgage loans by consulting clients, assessing financial information and recommending lending solutions. Builds referral relationships, partners with internal operations for seamless processing and closing, ensures regulatory compliance, and promotes Citi's banking and wealth services to grow business.

Originates residential mortgage loans by consulting clients, assessing financial situations, recommending lending solutions, building referral relationships, coordinating with operations and processors, ensuring compliance with lending regulations, and driving mortgage sales through client and partner engagement.

Responsible for building client relationships, providing financial solutions, managing compliance, and mentoring team members. Requires strong analytical and communication skills.

Manage client onboarding and KYC/account opening processes for private clients, partnering with sales and internal teams to resolve issues, ensure documentation accuracy, assess risk, recommend process improvements, and support peer training while delivering high-quality client service.

Build and deepen relationships with affluent and HNW clients to grow wallet share through holistic financial planning, referrals, and face-to-face engagement. Source and convert referral leads, partner with product specialists, ensure KYC/AML and compliance, register as required (FINRA, Insurance Group 1, NMLS), and coach branch team members.

The role involves building relationships with High Net Worth clients, offering financial solutions, managing compliance, and coaching new team members.