Citigold NAM Managed Investment Specialist Lead

Location: New York

Job d:

Location:

New York, New York, United States Salary: $ - $Category:
Private Client Product Services Company:
Citi 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------------------------------------------------------Job Family Group:
Private Client Product Services------------------------------------------------------Job Family:

Investment Portfolio Management------------------------------------------------------Time Type:

Full time------------------------------------------------------Primary

Location:

New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$ - $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  Available offerings may vary by jurisdiction, job level, and date of hire.

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