Alternative Investment Sales Specialist

Description

The Alternative Investment Sales Specialist is a senior strategic contributor responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth’s client segments—including Citigold, Citigold Private Client, Wealth at Work, and the Private Bank. This role provides expert coverage across private equity, private credit, real estate, infrastructure, and hedge fund strategies, delivering product expertise, advisor enablement, and implementation guidance.

The Sales Lead partners closely with Bankers, Investment Counselors, and external managers to deepen relationships, expand AUM, and support high‑quality client outcomes. This individual must demonstrate strong technical knowledge of alternative investments, a proven track record in investment sales, and exceptional relationship‑building and communication skills.

Key Responsibilities

Alternative Investment Expertise & Advisor Enablement...