Americas Head of Fixed Income Advisory / Direct to Desk - Director

Citi • New York, NY

1d • $170,000 - $300,000

About The Position

Citi Wealth is seeking a senior fixed income professional to lead the Americas Fixed Income Advisory function within its Global Capital Markets organization. The role owns the fixed income narrative for Citi Wealth in North America and Latin America, generating and communicating fixed income strategy, thematic investment ideas, and actionable trade recommendations for advisors and clients.

The role advises clients on existing fixed income holdings, identifies opportunities across rates and credit markets, and develops curated lists and frameworks that make fixed income accessible and actionable. The successful candidate builds a direct book of active private banking clients while also serving as a key fixed income resource for Citi Wealth’s internal advisor network. Through the Direct to Desk model, the candidate engages directly with clients to provide real-time strategy, trade ideas, and implementation guidance, partnering closely with Fixed Income Trading, the Chief Investment Office (CIO), and Sales teams.

The position leads and manages the Americas Fixed Income Advisory team, setting expectations, fostering collaboration, developing talent, and driving a performance-oriented culture focused on business growth, client impact, and intellectual rigor.

Requirements

• Minimum of 10–12 years of experience in fixed income markets, fixed income research, or advisory roles within a financial institution, private bank, or wealth management platform.
• Strong product knowledge across rates and credit markets, including investment-grade and high-yield corporate bonds, municipal bonds, and government securities.
• Demonstrated experience advising high-net-worth and ultra-high-net-worth private wealth clients on fixed income strategy and implementation.
• Proven ability to formulate and communicate fixed income advice, translating market complexity into clear, actionable guidance for clients and advisors.
• Exceptional public speaking and presentation skills, including the ability to command a room, inspire action, and represent Citi Wealth’s fixed income franchise.
• Series 7, 63, and 65 (or 66) licenses required, or ability to obtain them within a defined timeframe.

Responsibilities

• Own and drive the fixed income investment narrative for Citi Wealth North America and Latin America, developing and communicating thematic views, tactical trade ideas, and actionable recommendations across rates and credit markets.
• Advise clients on existing fixed income holdings, helping optimize positioning, manage duration and credit risk, and pursue thematic and tactical opportunities.
• Develop and maintain curated fixed income lists, including bond ladders, thematic credit baskets, and tactical trade ideas.
• Partner with the CIO and Fixed Income Trading to ensure advisory content is analytically rigorous, market-aware, and aligned with the firm’s broader investment outlook.
• Formulate and articulate fixed income advice in an accessible, compelling, and actionable way for private wealth clients with varying levels of fixed income sophistication.
• Build and grow a direct book of active private banking clients, serving as their primary fixed income advisor and point of contact for 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 Fixed Income Trading.
• Partner with Private Bankers, Relationship Managers, and Sales teams to deepen client relationships and identify business opportunities across fixed income.
• Serve as the go-to fixed income resource for Citi Wealth’s internal advisor network, providing market insights, trade ideas, and client-ready content.
• Create and deliver written commentary, curated lists, presentations, and live market updates to drive advisor engagement and client action.
• Conduct internal training sessions, market briefings, and investment forums to elevate the fixed income knowledge and confidence of the advisor community.
• Lead and manage the Americas Fixed Income Advisory team, setting clear expectations, fostering a collaborative culture, and developing talent.
• Drive a performance-oriented culture focused on business growth, client impact, and intellectual rigor.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards may be available for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed