Americas Head of Equity Advisory / Direct to Desk - Director
About The Position
Citi Wealth is seeking a dynamic, client-driven equity professional to lead the Americas Equity Advisory function within its Global Capital Markets organization. The role owns the equity narrative for Citi Wealth in North America and Latin America, generating and communicating equity strategy, thematic investment ideas, and actionable trade recommendations for advisors and clients. This is not a portfolio management role. The focus is idea generation, thematic implementation, investment insights, and advising clients on existing equity holdings. The successful candidate will build and grow a direct book of active private banking clients while serving as the key equity resource for Citi Wealth’s internal advisor network. The role partners closely with Equity Research, the Chief Investment Office (CIO), and Equity Trading so advisory views are grounded in rigorous analysis and executable in the market. Through the Direct to Desk model, the candidate will engage directly with clients, providing real-time equity strategy, trade ideas, and implementation guidance in a high-touch, relationship-driven model. The position also leads and develops the Americas Equity Advisory team.
Requirements
- Minimum of 10 years of experience in equity markets, equity research, or equity advisory roles within a financial institution, private bank, or wealth management platform.
- Strong understanding of equity market dynamics, sector analysis, derivatives, and thematic investment frameworks.
- Demonstrated experience advising high-net-worth and ultra-high-net-worth private wealth clients on equity strategy and implementation.
- Proven ability to generate original investment ideas and communicate them compellingly to clients and internal audiences.
- Exceptional public speaking and presentation skills, including the ability to command a room, inspire action, and represent Citi Wealth’s equity franchise.
- Series 7, 63, and 65 (or 66) licenses required, or ability to obtain them within a defined timeframe.
Responsibilities
- Own and drive the equity investment narrative for Citi Wealth North America and Latin America, developing and communicating thematic views, sector ideas, and tactical trade recommendations.
- Generate actionable equity trade ideas and implementation strategies tailored to high-net-worth and ultra-high-net-worth private wealth clients.
- Advise clients on existing equity holdings, including concentration management, options overlays, and thematic repositioning opportunities.
- Partner with Equity Research and the CIO to ensure advisory content is analytically grounded, differentiated, and aligned with the firm’s broader investment outlook.
- Build and grow a direct book of active private banking clients, serving as their primary equity advisor and point of contact for equity strategy and implementation.
- Engage directly with clients through the Direct to Desk model, providing real-time market insights, trade ideas, and execution support in coordination with Equity Trading.
- Partner with Private Bankers, Relationship Managers, and Sales teams to deepen client relationships and drive new business opportunities.
- Serve as the go-to equity resource for Citi Wealth’s internal advisor network, providing market insights, trade ideas, and client-ready content.
- Create and deliver written commentary, presentations, and live market updates that drive advisor engagement and client action.
- Conduct regular internal training sessions, market briefings, and investment forums to elevate advisor knowledge and confidence in equities.
- Lead and manage the Americas Equity Advisory team, setting clear expectations, fostering a collaborative culture, and developing talent at all levels.
- Drive a performance-oriented culture focused on business growth, client impact, and intellectual rigor.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid vacation
- Paid sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
