Head of Alternative Sales NAM CPB

NEW YORK, NYPosted Jul 15, 2026
Single PositionExplore a Career With UsView All JobsHybridHead of Alternative Sales NAM CPBNEW YORK, New York, United States of America No longer accepting applications.Job ID26943988Date posted03/03/2026DepartmentPrivate Client Product ServicesThis 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  This site uses only strictly necessary cookies to perform basic functions. You may adjust the settings of your internet browser to reject or block all cookies or trackers, but doing so may affect how the website functions. This website is hosted by an external service provider and all cookies are controlled and configured by Citi. For detailed information please read our Citi Careers Cookie Policy.I have read the cookie notice

Want jobs like this matched to you?

Swoopd scores fresh postings against your résumé so you only see the matches that matter.

Get started free