Senior, Expert
Wealth - Investment Sales Senior Lead - Senior Vice President
The Investment Sales Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
Responsibilities:
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Managed Investment products include Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds) and Discretionary Portfolios managed by CIM (Citi Investment Management).
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Educate Bankers and Investment Counselors and other members of the sales team to increase knowledge and proficiency in product area. Act as internal product expert and develop marketing programs to drive sales. Help develop and manage pipeline for new business opportunities. Support after sales servicing. Responsible, together with Banker teams, for reaching revenue and AUM targets in the Managed Investment portion of our business.
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Understand and discuss current and historical market conditions across the globe. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and recommend particular Investment products that satisfy the client needs. Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.
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Attend client meetings with Bankers and participate in presentations and sales pitches as needed.
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Act as liaison with Global Investment Research/Due Diligence teams and Private Bankers. Identify product gaps or opportunities and recommend potential alternate products to Research team.
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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
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10+ years of experience
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FINRA Licensed Series 7, 63/ 66
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Minimum 10 years of experience working with Investment products
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Prior Private Banking experience
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Background in discretionary investment offering preferred
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Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
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Experience in delivering high quality service to complex individual or corporate clients
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Self-starter with creative problem-solving skills.
Education:
- Bachelor's/University degree, Master's degree preferred
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: $176,720.00 - $265,080.00
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.
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: May 21, 2026
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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