Alternative Investments Director
Citi · New York, United States · 2mo ago
Citi Wealth is seeking a senior Alternative Investments Director/Senior Vice President to drive strategic sales growth, advisor engagement, and client adoption across private markets and hedge fund strategies. This highly visible leadership role will serve as a senior partner to Wealth Advisors, Investment Counselors, Private Bankers, and ultra-high-net-worth clients, helping shape the firm's alternatives business strategy while delivering fundraising results across private equity, private credit, real estate, infrastructure, and hedge fund solutions.
The successful candidate will combine deep alternative investment expertise with proven sales leadership, client relationship management, and business development capabilities. The role requires an established track record of raising assets, influencing senior stakeholders, leading complex fundraising initiatives, and driving advisor adoption at scale. The individual will serve as a trusted consultant to both clients and advisors, translating sophisticated investment concepts into actionable portfolio solutions while identifying opportunities to accelerate platform growth and enhance the client experience.
This position requires exceptional executive presence, strong commercial acumen, and the ability to collaborate effectively across Investments, Product, Capital Markets, Investment Manager Solutions (AIMS), Risk, Operations, and senior Wealth leadership.
Key Responsibilities
Alternative Investments Sales Leadership & Business Development
- 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.
Advisor Development & Thought Leadership
- 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.
Strategic Sales Management & Analytics
- 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.
Product Strategy, Platform Development & Fund Launches
- 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.
Senior Stakeholder Management
- 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.
Risk Management & Governance
- 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.
Qualifications
- 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.
Licensing (US)
- Series 7 required
- Series 63 required
- Series 65 or Series 66 required
- Securities Industry Essentials (SIE) required
- Additional licenses or registrations may be required based on business needs
Education
- Bachelor's degree required
- MBA, CFA, CAIA, or other advanced investment-related designation strongly preferred
Preferred Leadership Profile
The ideal candidate is a senior alternatives professional with a proven record of fundraising success, deep relationships within the wealth management ecosystem, and the ability to influence advisors, clients, and executive leadership. This individual will serve as a strategic driver of Citi Wealth's alternative investments business, helping shape platform growth, accelerate asset gathering, and enhance the firm's position as a leading provider of alternative investment solutions for wealthy clients.
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Managed Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$170 000,00 - $300 000,00
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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
jul 14, 2026------------------------------------------------------
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