Alternative Investments Associate (AVP)

Job description

Citi Wealth is seeking an Alternative Investments Associate (AVP) to support sales growth, advisor engagement, and client adoption across private markets and hedge fund strategies. This is a client-facing role focused on advisor education, client engagement, and fundraising execution, with data analytics serving as a critical tool to inform sales strategy, measure impact, and enhance execution. The successful candidate will drive business results by acting as a trusted product expert for Private Bankers, Investment Counselors, Advisors, and clients. Responsibilities include delivering high-quality investment content, leading educational and marketing initiatives, and supporting fundraising efforts through insights derived from business data. This role will co-manage a sales pipeline in partnership with a senior Alternatives Specialist and requires strong presentation skills, comfort engaging senior stakeholders, and the ability to translate market and performance information into clear, actionable sales messaging. Key Responsibilities: Alternative Investment Sales & Advisor Education - Serve as a subject matter expert across private equity, private credit, real estate, and hedge fu...