What are the responsibilities and job description for the Head of Alternative Sales NAM CPB position at Executive?
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), product education and implementation ideas. 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 3rd 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 & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
Education & Training – intimately understand the 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 effect 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 among fast-changing environment and priorities
Demonstrable Alternative Investments sales experience
Strong organizational skills and the demonstrated ability to work productively and efficiently 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
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Managed Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$250 000,00 - $500 000,00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
jul 22, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Salary : $250