Alternative Investments Senior Lead

Citi; New York (NY); On-site; USD 177,000 - 265,000; Full time

Job summary

Citi in New York, NY is seeking an Investment Sales Senior Lead to guide product strategy within private client services. The role focuses on complex investment products, managing a sales pipeline, and educating bankers to drive revenue and AUM targets.

Ideal candidates will have 10+ years in investment products and private banking, FINRA licenses, and a strong track record of cross-team collaboration and risk-aware decision making.

Qualifications

• 10+ years of experience in investment products and private banking.
• FINRA Series 7, 63/66 licenses required.
• Track record in sales and relationship management with external clients.
• Experience delivering high-quality service to complex clients.
• Self-starter with creative problem-solving.

Responsibilities

• Educate bankers and counselors to increase product knowledge.
• Develop internal marketing programs to drive sales.
• Manage pipeline for new business opportunities and assist after sales servicing.
• Present product features to internal teams and clients.
• Attend client meetings and participate in pitches as needed.
• Assess risk and ensure regulatory compliance in decisions.

Skills

Investment products

Private Banking

Relationship management

Sales proficiency

Financial regulations

Strategic leadership

Problem solving

Communication

Education

Bachelor's degree

Master's degree preferred

Job description

The Investment Sales Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• Managed Investment products include Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds) and Discretionary Portfolios managed by CIM (Citi Investment Management).
• Educate Bankers and Investment Counselors and other members of the sales team to increase knowledge and proficiency in product area. Act as internal product expert and develop marketing programs to drive sales. Help develop and manage pipeline for new business opportunities. Support after sales servicing. Responsible, together with Banker teams, for reaching revenue and AUM targets in the Managed Investment portion of our business.
• Understand and discuss current and historical market conditions across the globe. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and recommend particular Investment products that satisfy the client needs. Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.
• Attend client meetings with Bankers and participate in presentations and sales pitches as needed.
• Act as liaison with Global Investment Research/Due Diligence teams and Private Bankers. Identify product gaps or opportunities and recommend potential alternate products to Research team.
• 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 Licensed Series 7, 63/ 66
• Minimum 10 years of experience working with Investment products
• Prior Private Banking experience
• Background in discretionary investment offering preferred
• Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
• Experience in delivering high quality service to complex individual or corporate clients
• Self-starter with creative problem-solving skills.

Education:

• Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Managed Sales

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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:

$176 720,00 - $265 080,00

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:

ago 14, 2026

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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.