Alternative Investments Director
$170k - $300k+ Incentive awards + Retention awards
Expert
Bachelor's, MBA
New York, NY, USA
Hybrid
Finance & BankingWealth Management & Financial Advisory
About the job
Requirements
- At least 15 years of experience in wealth management, private banking, asset management, alternative investments, capital raising, or institutional sales.
- Demonstrated success raising assets across private market and/or hedge fund strategies.
- Deep understanding of private equity, private credit, real estate, infrastructure, secondaries, and hedge fund investment solutions.
- Strong knowledge of portfolio construction and the role of alternative investments within diversified client portfolios.
- Proven ability to influence senior stakeholders and manage relationships with ultra-high-net-worth clients, family offices, and institutional investors.
- Exceptional presentation, communication, and executive presence skills.
- Strong commercial mindset with demonstrated ability to develop and execute growth strategies.
- Experience leading complex fundraising campaigns, product launches, and advisor engagement initiatives.
- Advanced analytical capabilities with experience leveraging business data and sales metrics to drive outcomes.
- Demonstrated leadership experience, including mentoring junior professionals and influencing cross-functional teams.
- Ability to thrive in a fast-paced, highly collaborative, and results-oriented environment.
- Series 7 license required.
- Series 63 license required.
- Series 65 or Series 66 license required.
- Securities Industry Essentials (SIE) required.
- A bachelor's degree is required.
Responsibilities
- Serve as a senior subject matter expert across private equity, private credit, real estate, infrastructure, secondaries, and hedge fund strategies.
- Lead fundraising efforts across the alternatives platform, driving asset growth, advisor engagement, and increased client adoption.
- Develop and execute regional and national sales strategies to achieve net new asset, fundraising, and revenue objectives.
- Partner with Wealth Advisors, Investment Counselors, and Private Bankers to identify opportunities within existing client relationships and new client acquisition efforts.
- Act as a trusted advisor to ultra-high-net-worth and family office clients, providing sophisticated portfolio construction guidance and alternatives allocation recommendations.
- Lead client meetings, investment presentations, prospect discussions, and due diligence sessions with senior investors and key decision-makers.
- Develop strategic business plans to expand market penetration and improve advisor adoption across alternative investment offerings.
- Drive advisor education initiatives that increase alternatives knowledge, confidence, and proficiency across the Wealth organization.
- Design and deliver advanced training programs, roadshows, national webinars, educational forums, and practice management initiatives.
- Mentor and support junior alternatives specialists and sales professionals, fostering a high-performance culture and elevating team capabilities.
- Establish credibility as a leading voice on alternative investments by delivering timely market insights, portfolio solutions, and investment perspectives.
- Facilitate complex discussions regarding portfolio construction, liquidity management, risk considerations, and alternative investment trends.
- Maintain ownership of a significant sales pipeline and fundraising calendar, ensuring effective opportunity management and execution.
- Leverage data analytics and business intelligence tools to identify growth opportunities, advisor behaviors, client trends, and fundraising efficiencies.
- Analyze asset flows, penetration rates, advisor engagement metrics, and client adoption trends to inform strategic business decisions.
- Provide senior leadership with actionable insights, performance reporting, business forecasts, and recommendations to enhance commercial outcomes.
- Partner with regional and national leadership teams to align sales priorities and maximize distribution effectiveness.
- Partner closely with Alternatives & Investment Manager Solutions (AIMS), Investments, and Product teams to shape platform strategy and future product development.
- Lead fundraising campaigns and product launch initiatives in collaboration with General Partners, investment managers, and internal stakeholders.
- Provide market intelligence regarding investor demand, competitive dynamics, industry trends, and emerging opportunities.
- Influence product positioning, advisor communications, and go-to-market strategies to optimize fundraising success.
- Represent Citi Wealth with external investment managers and strategic partners, strengthening relationships and expanding platform capabilities.
- Build and maintain strong relationships with senior Wealth leadership, investment professionals, product partners, and key external stakeholders.
- Influence strategic decision-making through market expertise, client insights, and business development experience.
- Serve as a key liaison between advisors, investment teams, product specialists, and executive leadership.
- Present regularly to senior management committees on fundraising activity, business performance, and strategic initiatives.
- Ensure all client, marketing, and fundraising activities are conducted in accordance with regulatory requirements and Citi policies.
- Demonstrate strong risk awareness and a commitment to maintaining the highest standards of fiduciary responsibility and client care.
- Partner with Legal, Compliance, and Risk teams to support appropriate oversight of alternative investment distribution activities.
- Promote a culture of accountability, transparency, and operational excellence.
Desired Qualifications
- An MBA, CFA, CAIA, or another advanced investment-related designation is strongly preferred.
About the company
Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1812
Get referred to Citi
See people who can refer or advise you
Simplify's Take
What believers are saying
- Revenue is expanding: Citi reported $24.8 billion in the June 2026 quarter, up 14% year over year.
- US parents get protected time: eligible Citi employees receive 16 weeks of bonding leave at full base pay.
- Institutional deposits are sticky: Citi says around 80% of Services deposits come from clients with relationships exceeding 15 years.
What critics are saying
- Lending losses remain substantial: Citi's net credit losses reached $2.4 billion in the June 2026 quarter.
- Australian hybrid roles require office time: Citi sets a minimum of three office days weekly for designated hybrid positions.
- Job cuts carry a cost: Citi booked roughly $500 million in severance in the March 2026 quarter.
What makes Citi unique
- Corporate payments move at scale: Citi processes around $6 trillion daily through its Treasury and Trade business.
- Deposits move beyond banking hours: Citi Token Services transfers cash between participating Citi branches around the clock.
- Employees use a shared AI workspace: Citi's Stylus platform reaches over 180,000 people for research and multi-step workflows.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Wellness Program
- Paid Vacation
- Paid Sick Leave
- Paid Holidays