Teams 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.