Citigold NAM Managed Investment Specialist Lead

The Citigold NAM Managed Investment Specialist Lead is responsible for the Managed Investments sales across mutual funds, models, and UMA/SMA solutions, reporting to the Global Head of Citi Investment Management.  This leader will set the strategy and lead the execution of investment sales specialists team, including in-field calling with financial advisors and clients, coordination of managed investment offering with Citigold leaders, and delivery of Citi Wealth’s CIO views for implementation.  Conversion of brokerage/cash to managed asset is a core focus of the Citigold NAM Investment Specialist team. Deep experience in investment product knowledge, a track record of building high-quality business, and exceptional relationship management is required.

Key Responsibilities:

• Develop and drive sales strategy for MF & Managed Investments with Head of Citi Investment Management, Global Head of Citi Wealth Investment Solutions, and key senior leaders in Wealth
• Partner closely with NAM Citigold segment sales leadership to incorporate managed offerings into client conversations and portfolios, leading to sales growth
• In-field FA & client calling, focused on driving managed core investments. Relationship building with financial advisors across the US to build pipeline and drive investment sales
• Represent managed investments priorities for top asset manager partners, driving in-field engagement of asset manager sales efforts
• Set and manage strategic forward calendar to drive pipeline and sales
• Lead Citigold’s investment specialists team, managing individuals’ performance, attracting/retaining talent, and setting annual plans/scorecards with leadership

Qualifications:

• 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 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
• Track record of recruiting talent and leading high performing teams to achieve common goals
• 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
• Travel – 75% of time into regional Citigold NAM offices

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Portfolio Management

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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:

Oct 27, 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.

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View Citi’s EEO Policy Statement and the Know Your Rights poster.