Alternative Investments Associate (avp)

Citi Wealth

New York, New York, United States
Base: $109,120 - $163,680; bonus/equity: discretio...
Private equity private credit real estate hedge fund strategies
Live trainings teach-ins roadshows and ongoing coaching
Sales pipeline management and business analytics
This client-facing role focuses on advisor education, client engagement, and fundraising execution across private markets and hedge fund strategies

Job Summary

  • This client-facing role focuses on advisor education, client engagement, and fundraising execution across private markets and hedge fund strategies.
  • The successful candidate will act as a trusted product expert for Private Bankers, Investment Counselors, Advisors, and clients to drive business results.
  • Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This client-facing role focuses on advisor education, client engagement, and fundraising execution across private markets and hedge fund strategies.

Salary

Base: $109,120 - $163,680; 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

  • Private equity private credit real estate hedge fund strategies
  • Live trainings teach-ins roadshows and ongoing coaching
  • Sales pipeline management and business analytics

Nice-to-have

  • Strong presentation skills engaging senior stakeholders
  • Ability to translate market information into sales messaging
  • Comfortable working in fast-paced sales-driven environment

Key Requirements

  • 3-5 years of relevant professional experience in wealth management or alternative investments
  • Series 7 and Series 63 required
  • Series 65 or Series 66 required
  • Bachelor's degree or equivalent professional experience required

Work Rights

Not specified

Tailored Resume

Cover Letter