This role will report to and support the CGWI Global Head of Alternative Investments Sales and the Regional Investment Head for LatAm (matrix), and serve as an integral member of the LATAM Investments Leadership team.
The Head of Alts LATAM Sales will manage a team of professionals responsible for the education, coordination, and distribution of private equity, real estate, and hedge fund products across LATAM.
This role will require an individual with Alternative Investments knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.
**Key Responsibilities:**
**Strategic:**
+ Key partner to the CGWI Global Head of Alts Sales and regional management helping shape strategic decisions, prioritize initiatives, coordinate feedback, and deliver on sales strategy
+ Manage and coordinate best practices across ICs and Bankers located **in** LATAM
+ Prioritize key initiatives to ensure appropriate solution focus
+ Work with regional management and finance on monthly basis to assess business plan progress
+ Build relationships across LATAM to help drive strategic agenda and ensure flow of information
+ Provide a feedback loop for Alternatives Research and Product teams to ensure thoughtful thematic focus and product offerings meet client needs
**Day to Day:**
+ Education & Training intimately understand the current Alternatives offerings; partner with Alternatives Research and Product teams to schedule and lead internal training sessions and ensure adequate IC and banker participation and follow up
+ Pipeline Management identify target clients and implement proactive approach for each Alternative Investment offering; methodically track calling efforts (internal and external) for target clients, identify and close calling effort gaps, aggregate feedback, track sales, and revert to the relevant regional research teams to ensure feedback loop
+ Roadshow Management work with ICs and bankers to schedule and effect in person and/or digital meetings; ensure effective use of time, conveyance of messaging, and aggregation of feedback
+ Coordination maintain consistent dialogue with Alternatives Research and Product teams to ensure synchronization and best efforts during offering/launch periods
+ Demand Assessment understand Alternatives pipeline opportunities in detail and implement demand assessment process to help determine interest levels
+ Ongoing Activities knowledge of current investment themes and existing platform performance to help ensure consistent and timely internal and external messaging and updates
**Qualifications:**
+ 15+ years of relevant work experience
+ FINRA Licensed Series 7, 63/66
+ Location: Miami or New York
+ Language: Spanish and/or Portuguese preferred
+ BS/BA in finance, accounting, mathematics, statistics, or related field required; Masters Degree preferred
+ Strong work ethic and positive attitude among fast-changing environment and priorities
+ Demonstrable Alternative 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
+ 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
+ Ability to travel
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**Job Family Group:**
Private Client Product Services
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**Job Family:**
Investment Managed Sales
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**Time Type:**
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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
