Alternative Investment Sales Lead

Citigroup

New York, New York, United States
Base: $176,720.00 - $265,080.00; bonus/equity: dis...
On-site
10+ years investment sales experience
Expertise in private equity and hedge funds
Wealth management or private banking background
This senior strategic role is responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth's diverse client segments

Job Summary

  • This senior strategic role is responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth's diverse client segments.
  • The Sales Lead partners closely with Bankers and Investment Counselors to deepen relationships, expand AUM, and support high-quality client outcomes.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This senior strategic role is responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth's diverse client segments.

Salary

Base: $176,720.00 - $265,080.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 10+ years investment sales experience
  • Expertise in private equity and hedge funds
  • Wealth management or private banking background
  • FINRA Series 7 and 63/66 licenses required

Nice-to-have

  • Strong relationship building skills
  • Creative problem-solving abilities
  • Experience with external General Partners
  • Ability to operate autonomously

Key Requirements

  • Bachelor's degree required, Master's preferred
  • FINRA Series 7 license mandatory
  • FINRA Series 63 or 66 license mandatory
  • 10+ years in investment sales or advisory

Work Rights

Not specified

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