This role reports to the Global Head of Citi Investment Management and responsible for the global sales strategy for the Managed Investments business including mutual funds, models, and UMA/SMA solutions. The current Managed business includes approximately $200BN in AUM. The Global Head of Managed Investments Sales manages a team of ~20 global investment professionals responsible for distribution coordination with In-Field Specialists, Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank), product education and implementation ideas. This role requires an experienced investment professional with deep Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.
Key Responsibilities:- Develop and drive sales strategy for Managed globally, partnering closely with Head of Citi Investment Management, Global Head of Citi Wealth Investment Solutions, and key senior leaders in Wealth
- Partner closely with in-field specialists leads and segment sales leadership to incorporate managed offerings into client conversations and portfolios, leading to sales growth
- Establish a newly created home office sales team - hire, retain and attract top talent, identify & lead execution of relevant metrics/reporting, create incentive structure & scorecards.
- Prioritize key initiatives by region and segment to ensure appropriate solution focus
- Provide a feedback loop for Managed Product and Research teams to ensure thoughtful, thematic focus and product offerings meet client needs and ensure that platform experience is continuously improved including product and platform innovation.
- Sales Material - work with Product teams to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
- Education & Training - intimately understand the current managed offerings; partner with Manager Research and Product teams to schedule and lead internal training sessions (regional and global)
Qualifications:- Location: New York
- 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 - 25% of time into global hubs - Miami, London, Hong Kong, Singapore
Job Family Group: Private Client Product Services
Job Family:Investment Managed Sales
Time Type:Primary Location:New York New York United States
Primary Location Full Time Salary Range:$250 000,00 - $500 000,00
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.
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 12, 2026
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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