Head of Alternative Sales NAM

This role reports to the Global Head of Alternative Sales and is responsible for the North America sales strategy for the Alternative Investments business including private equity, real estate, and hedge fund solutions. The current Alternatives business includes approximately $28B in AUM. The Head of Alternative Investments Sales NAM will manage a team of investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth’s client segments (Private Bank, Wealth at Work, Citigold / Citigold Private Client, and Retail Bank). This role requires an experienced investment professional with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.

Key Responsibilities

• The ideal candidate will be a hands-on contributor who also possesses a passion for mentoring and coaching team members to achieve their full potential.
• Develop and drive sales strategy for Alternatives across North America.
• Prioritize key initiatives by region and segment to ensure appropriate solution focus.
• Partner with third-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 and marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices.
• Education & Training – understand current Alternatives offerings; partner with Alternatives Research and Product teams to schedule and lead internal training sessions.
• Roadshow Management – work with Bankers and Investment Counselors to schedule and conduct 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 in a fast-changing environment with shifting priorities.
• Demonstrable Alternative Investments sales experience.
• Strong organizational skills and ability to work productively 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

Citi is an equal opportunity employer, and qualified candidates will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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