The role serves as a senior strategic contributor responsible for driving the distribution of alternative investment solutions across Citi Wealth's diverse client segments
Job Summary
The role serves as a senior strategic contributor responsible for driving the distribution of alternative investment solutions across Citi Wealth's diverse client segments.
Candidates must demonstrate deep technical knowledge of private equity, private credit, real estate, infrastructure, and hedge fund strategies to enable bankers and investment counselors.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside discretionary incentive awards.
Matching Summary
The role serves as a senior strategic contributor responsible for driving the distribution 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
Deep expertise in alternative investments
Proven track record in investment sales
Strong relationship building skills
Ability to educate internal stakeholders
Experience with complex investment structures
Nice-to-have
Creative problem-solving abilities
Autonomous operation in fast-paced environment
Excellent presentation and influencing skills
Key Requirements
10+ years of investment sales or advisory experience
FINRA Series 7 and 63/66 licenses required
Bachelor's degree required, Master's preferred
Extensive background in Wealth Management or Private Banking