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CIM Alts Sales Specialist - LATAM

Job Req ID 22453205 Primary Location Miami, Florida Job Category Private Client Product Services
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The Citi Investment Management Alternative Investments Sales Specialist (CIM Alts Specialist) will work within the CIM Alts Sales Team Latam to execute regional goals while working in close coordination with the broader Citi Investment Management (CIM) organization to implement initiatives and execute global goals.

The CIM Alts Sales Team is responsible for driving, leading, and executing the sales and distribution strategy for all alternative product solutions and provide after sales across the entire region. CIM Alternatives include Private Equity, Real Estate and Hedge Funds. Within CIM Alts the Sales Specialist will be responsible for driving the Alternative business and P&L for Brazil where the role has a direct reporting line to the Latin America Head of Alternatives Sales. 


The role is responsible for the P&L of the Alternative Investments business in Brazil, in addition to being tasked to:

  • Develop internal relationships with the Investment Counselors and Banking Teams in the region in a way that would enable the entire sales organization to obtain knowledge and expertise across the CIM Alternative platform and product offerings.
  • Participate in client calls to review existing Alternative offerings and showcase new product solutions.
  • Drive the strategy, communication, sales, and marketing efforts within the region for all Alternatives product offerings.
  • Ensure that the design and implementation of regional product roadshows, managed investments focused events and other initiatives have a maximum impact internally and with clients in the region.
  • Coordinate and strengthen the partnership with the different product teams across the entire organization.
  • Coordinate with the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the strategy for the region.
  • Liaise with the product management teams of the different product lines to make sure that the CIM Alternatives product offering is relevant and effective for clients in the region.
  • Developing insights, identify key trends and create detailed action plans for implementation plan in the region
  • Work with the Investment Counselors and Banking Teams to coordinate our sales and marketing efforts directly with clients and prospects in the region.
  • Assist clients as well as our Investment Counselors and Banking Teams in navigating our internal Citi Investment Management platform and product offering.
  • Design new and attractive ways to engage with our clients directly and indirectly around our Citi Alternatives product and services offering.


  • 10+ years of experience
  • FINRA Licensed Series 7, 63/ 66
  • Minimum 10 years of experience working with Investment products
  • Prior Private Banking experience
  • Background in discretionary investment offering preferred
  • Advanced knowledge and experience selling Private Equity, Real Estate and Hedge Funds.

  • Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.

  • Experience in delivering high quality service to complex individual or corporate clients
  • Self-starter with creative problem-solving skills.
  • Fluent in English and Portuguese


  • Bachelor's/University degree, Master's degree preferred


Job Family Group:

Private Client Product Services


Job Family:

Investment Managed Sales


Time Type:

Full time


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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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