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Head of Alternative Sales NAM CPB

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Job Req Id:

26943988

Location(s):

New York, New York, United States

Job Type:

Hybrid

Posted:

Jul. 15, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

This role reports to the Global Head ofAlternative Salesandisresponsible fortheNorth Americasales strategy for the Alternative Investments business including private equity, realestateand hedge fund solutions.  The current Alternatives business includes approximately $28B in AUM.  The Head of Alternative Investments SalesNAM willmanage a team of investment professionals responsible for distribution coordination with Bankers and Investment Counselors across CitiWealth’s clientsegments (Private Bank, Wealth at Work,Citigold/CitigoldPrivateClientand 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 alsopossessesa passion for mentoring and coaching team members to achieve their full potential.

  • Develop and drive sales strategy for Alternativesacross North America

  • Prioritize key initiatives by region and segment to ensureappropriate solutionfocus

  • 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 fieldrequired;Master’s Degreepreferred

  • 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

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Job Family:

Investment Managed Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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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:

jul 22, 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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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.

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