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Citi Group Citi Wealth – Global Head Alternative Investments Sales - C16 
United States, New York, New York 
506324203

Yesterday

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
Consumer Sales

Full timeNew York New York United States$250,000.00 - $500,000.00


Anticipated Posting Close Date:

Apr 29, 2025

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