Citigold NAM Managed Investment Specialist Lead Job New York New York USA,Finance & Banking

Location: New York

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.

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:

Oct 27, 2026

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