Citi Wealth Global Head of Alternative Investments Sales - C16

SMEI; New York (NY); On-site; USD 250,000 - 500,000; Full time

Job summary

A leading company is seeking a Global Head of Alternative Investments Sales to manage the global sales strategy for Alternative Investments including private equity, real estate, and hedge fund solutions. This senior role requires exceptional sales and relationship management skills, with the responsibility of coordinating a team of investment professionals and influencing sales growth across client segments in a highly competitive environment.

Benefits

Medical, dental & vision coverage

401(k)

Paid time off packages

Qualifications

• 15+ years of relevant work experience required.
• Strong work ethic and positive attitude in a fast-changing environment.
• Ability to work effectively in a team-oriented environment.

Responsibilities

• Develop and drive sales strategy for Alternatives globally.
• Partner with product and sales leadership for client engagement.
• Hire and retain top talent within the sales team.

Skills

Relationship Management

Sales Experience

Communication

Organizational Skills

Presentation Skills

Education

BS/BA in finance, accounting, mathematics, or related field

Master's Degree

Tools

FINRA Licenses 7, 66, 9 & 10

Job description

• Citi Wealth Global Head of Alternative Investments Sales - C16

This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives business includes approximately $28B in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas. This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.

Key Responsibilities:

• Develop and drive sales strategy for Alternatives globally
• Partner closely with the Global Head of Alternative Investments (product) and Segment Sales Leadership to incorporate Alternatives into client conversations and portfolios, leading to sales growth
• Hire, retain and attract top talent to the team to help grow the business
• Prioritize key initiatives by region and segment to ensure appropriate solution focus
• Provide a feedback loop for Alternatives Product and Research teams to ensure thoughtful, thematic focus and product offerings meet client needs and ensure that platform experience is continuously improved including product and platform innovation.
• Partner with 3rd party investment managers to deliver training and sales support with clients and Advisors/Bankers
• Sales Material work with Alternatives Research and Product teams to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
• Education & Training intimately understand the current Alternatives offerings; partner with Alternatives Research and Product teams to schedule and lead internal training sessions (regional and global)
• Roadshow Management work with Bankers and Investment Counselors to schedule and effect in person and/or digital meetings; ensure effective use of time, conveyance of messaging, and aggregation of feedback

Qualifications:

• Location: New York
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master's Degree preferred
• 15+ years of relevant work experience
• Strong work ethic and positive attitude among fast-changing environment and priorities
• Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines
• Well-developed interpersonal and communication skills
• Strong presentation skills in both small and large settings
• Superior written and verbal communication skills
• Ability to work effectively in a team-oriented environment
• Ability to travel
• FINRA Licenses 7,66, 9&10

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

Description

This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives business includes approximately $28B in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas. This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.

Key Responsibilities:

• Develop and drive sales strategy for Alternatives globally
• Partner closely with the Global Head of Alternative Investments (product) and Segment Sales Leadership to incorporate Alternatives into client conversations and portfolios, leading to sales growth
• Hire, retain and attract top talent to the team to help grow the business
• Prioritize key initiatives by region and segment to ensure appropriate solution focus
• Provide a feedback loop for Alternatives Product and Research teams to ensure thoughtful, thematic focus and product offerings meet client needs and ensure that platform experience is continuously improved including product and platform innovation.
• Partner with 3rd party investment managers to deliver training and sales support with clients and Advisors/Bankers
• Sales Material work with Alternatives Research and Product teams to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
• Education & Training intimately understand the current Alternatives offerings; partner with Alternatives Research and Product teams to schedule and lead internal training sessions (regional and global)
• Roadshow Management work with Bankers and Investment Counselors to schedule and effect in person and/or digital meetings; ensure effective use of time, conveyance of messaging, and aggregation of feedback

Qualifications:

• Location: New York
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master's Degree preferred
• 15+ years of relevant work experience
• Strong work ethic and positive attitude among fast-changing environment and priorities
• Demonstrable Alternative Investments sales experience
• Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines
• Well-developed interpersonal and communication skills
• Strong presentation skills in both small and large settings
• Superior written and verbal communication skills
• Ability to work effectively in a team-oriented environment
• Ability to travel
• FINRA Licenses 7,66, 9&10

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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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:

$250,000.00 - $500,000.00

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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Anticipated Posting Close Date:

Apr 29, 2025

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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.

Global Markets Sales, Innovation & Investments VP...

CITI

New York,NY,United States (on-site)

Job Location

Net Salary per month

$5,128

Cost of Living Index

100 /100

100

Median Apartment Rent in City Center

(1-3 Bedroom)

$4,143-$8,388

$6,266

Safety Index

49 /100

49

Utilities

Basic

(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)

$110-$300

$181

High-Speed Internet

$50-$100

$63

Transportation

Gasoline

$3.56

Taxi Ride

(1 mile)

$3.49

Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.

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