This client-facing role focuses on educating Private Bankers and Advisors while driving fundraising execution for alternative investment strategies
Job Summary
This client-facing role focuses on educating Private Bankers and Advisors while driving fundraising execution for alternative investment strategies.
The successful candidate will act as a trusted product expert, delivering high-quality investment content and leading educational initiatives to increase client adoption.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
This client-facing role focuses on educating Private Bankers and Advisors while driving fundraising execution for alternative investment strategies.
Salary
Base: $109,120 - $163,680; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off
Skills & Requirements
Must-have
Private equity experience required
Hedge fund strategy knowledge
Advisor education and training delivery
Sales pipeline management skills
Client meeting and pitch articulation
Nice-to-have
Strong presentation and communication skills
Comfort engaging senior stakeholders
Ability to translate market data into messaging
Experience with business analytics tools
Proven initiative in fast-paced environments
Key Requirements
3-5 years wealth management or banking experience
Series 7 and Series 63 licenses required
Series 65 or Series 66 license required
Bachelor's degree or equivalent professional experience