Head of Third Party Origination and Diligence for Traditionals

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New York, NY, USA
In-Office
250K-500K Annually
Fintech • Financial Services
The Role

Citi Wealth Alternatives and Investment Manager Solutions is currently seeking a Head of Third Party Traditionals business to lead global origination and diligence of mutual funds, UCITS, SMAs, ETFs, and other key third-party investment opportunities.  This position will report to the Head of Alternatives and Investment Manager Solutions and collaborate closely with product specialists, sales, and other key functional partners that support the broader Investments Solutions business. This includes working with other key Investment Solutions businesses including the Citi Investment Management, Capital Markets, and Insurance.

Responsibilities:

  • Manage team of professionals responsible for the search, selection, and ongoing oversight of world-class third-party managers across Equity, Fixed Income, Cash/Liquidity Solutions, and ETF offerings
  • Identify and address opportunities to modify current platform offerings (e.g., Citi Focus List, Due Diligence-Approved funds) across US and non-US offerings and subsequent third-party partners
  • Drive weekly/monthly/semi-annual and ad-hoc reporting efforts that ensure senior leadership visibility across the Investment Solutions business performance and key initiatives
  • Participate in cross-functional/discipline initiatives that span regulatory, legal, risk, and compliance
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

  • 15-20 years of experience in investment management, onboarding third-party partners, and driving revenue and AUM growth
  • Experience managing high performing team
  • Experience in finance and processes administration
  • Action-oriented, entrepreneurial, flexible, and innovative approach to operational management
  • Passion, humility, integrity, positive attitude, mission oriented, and self-directed
  • Excellent influencing, facilitation, and partnering skills with key stakeholders and Senior Management
  • Strategic and goal-oriented thinker
  • Effective interpersonal skills – including teamwork and organizational skills
  • Consistently demonstrates clear and concise written and verbal communications, a persuasive and passionate communicator with excellent public speaking skills
  • Detail oriented, ability to multi-task

Education:

  • Bachelor’s/University degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Portfolio Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Anticipated Posting Close Date:

Mar 12, 2025

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

Citi Insights

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HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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