Finance & Banking • New York, New York, United States
NAM Managed Investments Lead – Private Wealth
New York, New York, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Citigroup Inc. in New York seeks a Citigold NAM Managed Investment Specialist Lead to set strategy and lead a team of investment specialists.
Responsibilities include in-field calling with financial advisors and clients, coordinating with Citigold leaders, and delivering CIO views for execution. The role emphasizes converting brokerage/cash to managed assets, with deep product knowledge and a proven track record in building high-quality business and relationships across the US.
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What You'll Do
Citigroup Inc.
in New York seeks a Citigold NAM Managed Investment Specialist Lead to set strategy and lead a team of investment specialists.
Responsibilities include in-field calling with financial advisors and clients, coordinating with Citigold leaders, and delivering CIO views for execution.
The role emphasizes converting brokerage/cash to managed assets, with deep product knowledge and a proven track record in building high-quality business and relationships across the US.
