Alternative Investments Director

Location: New York

Job d:

Location:

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