Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Global Head of Managed Investments Sales

Citi3,756 open roles

Where
New York New York United States
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowGlobal Head of Managed Investments SalesCiti · New York New York United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Citi's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market. Citi postings stay open a median of 23 days.

Share of postings closed within
  1. 1.7%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 34.0%30 days
This job: posted 2 days ago

Citi median: 23 days open

The posting

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 AI

We 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.

Illinois residents – AI Notice and Right

------------------------------------------------------

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Citi's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Citi's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Citi's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.