Alternative Investment Sales Specialist

Key Responsibilities

• Demonstrate deep expertise across the full spectrum of Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds.
• Serve as the internal subject-matter expert, educating Bankers, Investment Counselors, and stakeholders to improve product proficiency, suitability understanding, and client engagement.
• Explain complex investment structures, market dynamics, and historical trends in a clear, intuitive manner tailored to diverse audiences.
• Develop, manage, and execute a disciplined sales pipeline across all Citi Wealth segments.
• Participate in client meetings with Bankers and deliver high-impact presentations, portfolio discussions, and product pitches.
• Partner with Banker teams to achieve Alternative Investment revenue and AUM targets; contribute to both new business acquisition and expansion of existing relationships.
• Provide ongoing client servicing support post-investment, ensuring a seamless and high-quality experience.
• Present investment product features, benefits, and performance considerations in internal meetings, training sessions, and conference calls.
• Support the launch and ongoing marketing of new Alternative Investment offerings.
• Collaborate with external General Partners (GPs) to coordinate product rollouts, investor communications, and servicing initiatives.

Qualifications

• 8+ years of investment sales or advisory experience, with a strong focus on Alternative Investments.
• Extensive background in Wealth Management or Private Banking with experience supporting complex individual or institutional clients.
• Proven sales and relationship management skills with a demonstrated history of cultivating successful internal and external partnerships.
• FINRA Series 7 and 63/66 licenses required.
• Strong communication, presentation, and influencing skills; able to convey sophisticated concepts to a broad audience.
• Self-starter with strong analytical abilities, creative problem-solving skills, and the ability to operate autonomously in a fast-paced environment.