Citi Wealth – Global Head of Alternative Investments Sales - C16

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

Job summary

An established industry player is seeking a seasoned investment professional to lead the global sales strategy for its Alternative Investments business. This role involves collaborating with top talent to enhance client portfolios and drive sales growth. The ideal candidate will possess extensive experience in Alternative Investments, exceptional communication skills, and a strong ability to manage relationships effectively. You'll be at the forefront of product innovation and client engagement, ensuring that the offerings meet the evolving needs of diverse client segments. Join a dynamic team where your expertise will significantly impact the business's success.

Benefits

Medical, Dental & Vision Coverage

401(k) Plan

Life, Accident, and Disability Insurance

Wellness Programs

Paid Time Off Packages

Qualifications

• 15+ years of relevant work experience in investment solutions.
• Strong work ethic and positive attitude in a fast-changing environment.

Responsibilities

• Develop and drive global sales strategy for Alternatives.
• Partner with investment managers for training and sales support.

Skills

Alternative Investments Sales

Relationship Management

Communication Skills

Organizational Skills

Presentation Skills

Education

BS/BA in Finance, Accounting, Mathematics, Statistics

Master’s Degree

Tools

FINRA Licenses 7, 66, 9 & 10

Job 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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