Investment Sales Lead

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Job Overview

Citibank, N.A. seeks an Investment Sales Lead for its Miami, FL location.

DUTIES: Develop internal relationships with the investments and banking teams in the region in a way that would enable the team to be aware of the full Citi Investment Management (CIM) Managed offering and platform. Collaborate with other professionals. Create client presentations outlining plan details and prepare charts and graphs to support technical reports. Drive the strategy, communication, sales and marketing efforts within the region for all of the products, services and the full CIM Managed offerings. Ensure that the design and implementation of regional product roadshows, CIM Managed focused events, and other initiatives have a maximum impact internally and with clients in the region. Develop and maintain client relationships. Evaluate client capital needs and market conditions to structure financial packages. Inform investment decisions by analyzing financial information and forecasting business, industry, or economic conditions. Coordinate and strengthen the partnership with different product teams within CIM Traditional and Alternatives as well as globally with all the CIM Portfolio Solutions Specialist in other regions. Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region. Interpret data on price, yield, stability, investment risk trends, and economic influences affecting investment programs. Monitor developments in industrial technology, business, finance, and economic theory. Liaise with the product management teams of different product lines to make sure that the CIM Managed product offering is relevant and effective for clients in the region. Develop insights, identify key trends and create detailed action plans for implementation plans in the region. Work with the LATAM investments and private banking teams to coordinate our sales and marketing efforts directly with clients and prospects in the region with regards to our CIM Managed offerings. Support the product innovation in the region, making sure that our CIM Managed offering is as updated and relevant as it could be for meeting our LATAM client needs. Prepare transaction materials and support execution of deals. Prepare investment plans of action using financial analyses. Present oral or written reports on economic trends, corporations, and industries. Recommend investments and investment timing to companies, investment firm staff, or the public. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

REQUIREMENTS: Bachelor’s degree, or foreign equivalent, in Economics, Business Administration, Management Studies, Finance, or a related field, and five (5) years of experience in the job offered or in a related finance occupation analyzing financial metrics and conducting performance assessments. Five (5) years of experience must include: Performing Financial Analysis and forecasting to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ; Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through MS PowerPoint presentations and PowerBI or Tableau visualizations; Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word; Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote; and Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study. 40 hrs./wk. 60% standard domestic and international business travel. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #26974424. EO Employer.

Wage Range:               $161,100.00 to $170,000.00

Job Family Group:       Private Client Product Service

Job Family:                  Investment Managed Sales

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Job Family Group:

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Job Family:

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Time Type:

Full time

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Primary Location:

Miami Florida United States

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Primary Location Full Time Salary Range:

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.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sept 11, 2026

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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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