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Alternative Investment Sales Jobs (NOW HIRING)

Citigroup, Inc.

Alternative Investment Sales Lead

New York, NY · On-site

$176/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Alternative Investment Sales Lead is a senior strategic contributor responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth's client segments ...

Citigroup Inc.

Alternative Investments Director

Manhattan, NY · On-site

$170 - $300/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The successful candidate will combine deep alternative investment expertise with proven sales leadership, client relationship management, and business development capabilities. The role requires an ...

Citigroup, Inc.

Alternative Investments Director

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The successful candidate will combine deep alternative investment expertise with proven sales leadership, client relationship management, and business development capabilities. The role requires an ...

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Alternative Investment Sales information

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$18

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$28

How much do alternative investment sales jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for alternative investment sales in the United States is $24.28, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $26.68 per hour, depending on experience, location, and employer.

How to get into alternative investment sales?

To enter alternative investment sales, candidates typically need a background in finance, sales experience, and knowledge of alternative assets such as hedge funds, private equity, or real estate. Earning relevant certifications like the CFA or CAIA can enhance credibility, and strong interpersonal and analytical skills are essential for success in this field.

What is the difference between Alternative Investment Sales vs Financial Advisor?

AspectAlternative Investment SalesFinancial Advisor
CredentialsSeries 7, 63, 65/66, and possibly CFA or CFPSeries 7, 63, 65/66, CFP certification often preferred
Work EnvironmentFinancial firms, investment banks, or asset management companiesIndependent or firm-based financial planning firms
Industry UsageInvestment sales, focusing on alternative assets like hedge funds, private equityPersonal financial planning, investment advice for individuals

Alternative Investment Sales professionals focus on selling alternative assets to qualified investors, often requiring specialized certifications. Financial Advisors provide comprehensive financial planning and investment advice to individual clients. While both roles involve investment knowledge and client interaction, Alternative Investment Sales emphasizes product sales within institutional or accredited investor markets, whereas Financial Advisors serve a broader retail client base with holistic financial planning.

What are common challenges faced by professionals in Alternative Investment Sales and how can they be addressed?

Professionals in Alternative Investment Sales often face challenges such as navigating complex financial products, educating clients about non-traditional investments, and staying compliant with evolving regulations. Building trust with clients who may be less familiar with alternative assets requires clear communication and strong product knowledge. Success in this role typically involves continuous learning, close collaboration with product specialists, and proactive engagement with compliance teams to ensure offerings are suitable and transparent.

What are the key skills and qualifications needed to thrive as an Alternative Investment Sales professional?

To thrive in Alternative Investment Sales, you need a solid understanding of financial markets, investment products, and sales acumen, often supported by a finance degree and FINRA licenses like Series 7 and 63. Familiarity with CRM systems, portfolio management software, and platforms for alternative assets such as hedge funds or private equity is important. Exceptional interpersonal skills, persuasive communication, and relationship-building abilities help differentiate top performers. These skills are vital for effectively advising clients, navigating complex products, and driving business growth in a competitive industry.

What is alternative investment sales?

Alternative investment sales involve the marketing and distribution of non-traditional investment products such as private equity, hedge funds, real estate, commodities, and infrastructure to institutional or high-net-worth investors. Professionals in this field help clients diversify their portfolios by providing access to assets outside of typical stocks and bonds. They require a deep understanding of complex financial products and strong relationship-building skills to match client needs with appropriate alternative investments.
More about Alternative Investment Sales jobs
What cities are hiring for Alternative Investment Sales jobs? Cities with the most Alternative Investment Sales job openings:
What states have the most Alternative Investment Sales jobs? States with the most job openings for Alternative Investment Sales jobs include:
What job categories do people searching Alternative Investment Sales jobs look for? The top searched job categories for Alternative Investment Sales jobs are:
Alternative Investment Sales jobs near you
Infographic showing various Alternative Investment Sales job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $50,510 per year, or $24.3 per hour.

Alternative Investment Sales Specialist

Citigroup, Inc.

New York, NY • On-site

$142/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Job Description
The Alternative Investment Sales Specialist is a senior strategic contributor responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth's client segments-including Citigold, Citigold Private Client, Wealth at Work, and the Private Bank. This role provides expert coverage across private equity, private credit, real estate, infrastructure, and hedge fund strategies, delivering product expertise, advisor enablement, and implementation guidance.
The Sales Lead partners closely with Bankers, Investment Counselors, and external managers to deepen relationships, expand AUM, and support high-quality client outcomes. This individual must demonstrate strong technical knowledge of alternative investments, a proven track record in investment sales, and exceptional relationship-building and communication skills.
Key Responsibilities
Alternative Investment Expertise & Advisor Enablement
  • Demonstrate deep expertise across the full spectrum of Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds.
  • Serve as the internal subject-matter expert, educating Bankers, Investment Counselors, and stakeholders to improve product proficiency, suitability understanding, and client engagement.
  • Explain complex investment structures, market dynamics, and historical trends in a clear, intuitive manner tailored to diverse audiences.

Sales Leadership & Pipeline Management
  • Develop, manage, and execute a disciplined sales pipeline across all Citi Wealth segments.
  • Participate in client meetings with Bankers and deliver high-impact presentations, portfolio discussions, and product pitches.
  • Partner with Banker teams to achieve Alternative Investment revenue and AUM targets; contribute to both new business acquisition and expansion of existing relationships.
  • Provide ongoing client servicing support post-investment, ensuring a seamless and high-quality experience.

Product Marketing & Launch Execution
  • Present investment product features, benefits, and performance considerations in internal meetings, training sessions, and conference calls.
  • Support the launch and ongoing marketing of new Alternative Investment offerings.
  • Collaborate with external General Partners (GPs) to coordinate product rollouts, investor communications, and servicing initiatives.

Risk, Compliance & Conduct
  • Assess risks thoughtfully when making business decisions, prioritizing Citi's reputation and client outcomes.
  • Ensure adherence to regulatory requirements, Citi policies, and best practices regarding suitability, disclosures, and product governance.
  • Apply sound ethical judgment and maintain transparency in identifying, managing, and escalating control-related issues.

Qualifications
  • 8+ years of investment sales or advisory experience, with a strong focus on Alternative Investments.
  • Extensive background in Wealth Management or Private Banking with experience supporting complex individual or institutional clients.
  • Proven sales and relationship management skills with a demonstrated history of cultivating successful internal and external partnerships.
  • FINRA Series 7 and 63/66 licenses required.
  • Strong communication, presentation, and influencing skills; able to convey sophisticated concepts to a broad audience.
  • Self-starter with strong analytical abilities, creative problem-solving skills, and the ability to operate autonomously in a fast-paced environment.

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:
$142 320,00 - $213 480,00
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:
jun 22, 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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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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