Alternative Investments Director

Key Responsibilities

• Serve as a senior subject matter expert across private equity, private credit, real estate, infrastructure, secondaries, and hedge fund strategies.
• Lead fundraising efforts across the alternatives platform, driving asset growth, advisor engagement, and increased client adoption.
• Develop and execute regional and national sales strategies to achieve net new asset, fundraising, and revenue objectives.
• Partner with Wealth Advisors, Investment Counselors, and Private Bankers to identify opportunities within existing client relationships and new client acquisition efforts.
• Act as a trusted advisor to ultra-high-net-worth and family office clients, providing sophisticated portfolio construction guidance and alternatives allocation recommendations.
• Lead client meetings, investment presentations, prospect discussions, and due diligence sessions with senior investors and key decision-makers.
• Develop strategic business plans to expand market penetration and improve advisor adoption across alternative investment offerings.
• Drive advisor education initiatives that increase alternatives knowledge, confidence, and proficiency across the Wealth organization.
• Design and deliver advanced training programs, roadshows, national webinars, educational forums, and practice management initiatives.
• Mentor and support junior alternatives specialists and sales professionals, fostering a high-performance culture and elevating team capabilities.
• Establish credibility as a leading voice on alternative investments by delivering timely market insights, portfolio solutions, and investment perspectives.
• Facilitate complex discussions regarding portfolio construction, liquidity management, risk considerations, and alternative investment trends.
• Maintain ownership of a significant sales pipeline and fundraising calendar, ensuring effective opportunity management and execution.
• Leverage data analytics and business intelligence tools to identify growth opportunities, advisor behaviors, client trends, and fundraising efficiencies.
• Analyze asset flows, penetration rates, advisor engagement metrics, and client adoption trends to inform strategic business decisions.
• Provide senior leadership with actionable insights, performance reporting, business forecasts, and recommendations to enhance commercial outcomes.
• Partner with regional and national leadership teams to align sales priorities and maximize distribution effectiveness.
• Partner closely with Alternatives & Investment Manager Solutions (AIMS), Investments, and Product teams to shape platform strategy and future product development.
• Lead fundraising campaigns and product launch initiatives in collaboration with General Partners, investment managers, and internal stakeholders.
• Provide market intelligence regarding investor demand, competitive dynamics, industry trends, and emerging opportunities.
• Influence product positioning, advisor communications, and go-to-market strategies to optimize fundraising success.
• Represent Citi Wealth with external investment managers and strategic partners, strengthening relationships and expanding platform capabilities.
• Build and maintain strong relationships with senior Wealth leadership, investment professionals, product partners, and key external stakeholders.
• Influence strategic decision-making through market expertise, client insights, and business development experience.
• Serve as a key liaison between advisors, investment teams, product specialists, and executive leadership.
• Present regularly to senior management committees on fundraising activity, business performance, and strategic initiatives.
• Ensure all client, marketing, and fundraising activities are conducted in accordance with regulatory requirements and Citi policies.
• Demonstrate strong risk awareness and a commitment to maintaining the highest standards of fiduciary responsibility and client care.
• Partner with Legal, Compliance, and Risk teams to support appropriate oversight of alternative investment distribution activities.
• Promote a culture of accountability, transparency, and operational excellence.

Qualifications

• 15+ years of experience in wealth management, private banking, asset management, alternative investments, capital raising, or institutional sales.
• Deep understanding of private equity, private credit, real estate, infrastructure, secondaries, and hedge fund investment solutions.
• Strong knowledge of portfolio construction and the role of alternative investments within diversified client portfolios.
• Proven ability to influence senior stakeholders and manage relationships with ultra-high-net-worth clients, family offices, and institutional investors.
• Exceptional presentation, communication, and executive presence skills.
• Strong commercial mindset with demonstrated ability to develop and execute growth strategies.
• Experience leading complex fundraising campaigns, product launches, and advisor engagement initiatives.
• Advanced analytical capabilities with experience leveraging business data and sales metrics to drive outcomes.
• Demonstrated leadership experience, including mentoring junior professionals and influencing cross-functional teams.
• Ability to thrive in a fast-paced, highly collaborative, and results-oriented environment.
• Licensing (US): Series 7 required, Series 63 required, Series 65 or Series 66 required, Securities Industry Essentials (SIE) required.
• Additional licenses or registrations may be required based on business needs.
• Education: Bachelor's degree required, MBA, CFA, CAIA, or other advanced investment-related designation strongly preferred.