Alternative Investments Senior Lead

Strategic professional role focused on adapting the latest trends in investment sales to drive business results. Requires excellent communication and diplomacy skills to negotiate internally at a senior level and influence colleagues across areas. Accountable for direct business outcomes and technical strategy within a sub-function, including staff management and resource allocation.

Responsibilities

• Manage investment products including Mutual Funds, Alternative Investments (Private Equity, Real Estate, Hedge Funds), and Discretionary Portfolios managed by CIM (Citi Investment Management).
• Educate Bankers, Investment Counselors, and sales team members to enhance product knowledge and proficiency.
• Act as internal product expert; develop marketing programs to drive sales.
• Help develop and manage the pipeline for new business opportunities.
• Support after-sales servicing and collaborate with Banker teams to meet revenue and AUM targets for Managed Investments.
• Analyze and discuss current and historical global market conditions.
• Communicate complex technical details clearly, tailored to the sophistication of clients or sales team members.
• Influence CPB personnel by applying expertise in product specialty.
• Assist Private Bankers and Investment Counselors in evaluating client profiles (return expectations, risk appetite, time horizon, liquidity needs) and recommend suitable investment products.
• Present in internal meetings and conference calls on product features, benefits, and new offerings.
• Attend client meetings with Bankers; participate in presentations and sales pitches as needed.
• Serve as liaison with Global Investment Research/Due Diligence teams and Private Bankers.
• Identify product gaps or opportunities and recommend potential alternate products to the Research team.
• Assess business risks with consideration for the firm’s reputation, compliance with laws and regulations, and ethical judgment.

Requirements

• 10+ years of experience in investment products.
• FINRA Licensed Series 7, 63/66.
• Minimum 10 years of experience working with Investment products.
• Prior Private Banking experience.
• Background in discretionary investment offerings preferred.
• Proven sales and relationship management skills, including building successful relationships with external clients and internal partners.
• Experience delivering high-quality service to complex individual or corporate clients.
• Self-starter with creative problem-solving skills.

Qualifications

Bachelor’s/University degree required; Master’s degree preferred.

Pay

Full-time salary range: $176,720.00 – $265,080.00. Eligible employees may also receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.

Primary location: New York, New York, United States.