Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Assistant Vice President or Vice President

Citi • New York, NY

2d • $150,000 - $175,000 • Onsite

About The Position

Cross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management. We are looking for an AVP or VP level Salesperson with existing Retail Client relationships and client coverage experience. The ideal candidate should have a proven track record in servicing retail financial intermediaries, a good knowledge of all the segments targeted by the desk, and a strong understanding of derivatives and of the various products issued in North and Latin America. The role requires strong analytical skills and the ability to proactively develop and improve client relationships as well as the overall client experience when dealing with Citi.

Requirements

• 3-6 years of experience for AVP level consideration; 6-8 years of experience for VP level consideration.
• Prior Sales experience at a financial services organization is a plus.
• Broad client relationships preferred.
• Experience in a client facing role working with the buy-side community.
• Self-Motivated, excellent interpersonal and communication skills.
• Advanced problem solving skills.
• Must have or be able to obtain licenses required, Series 7, 63.

Nice To Haves

• Existing Retail Client relationships
• client coverage experience
• proven track record in servicing retail financial intermediaries
• good knowledge of all the segments targeted by the desk
• strong understanding of derivatives and of the various products issued in North and Latin America

Responsibilities

• Proactively reach out to current broker dealer clients and potential prospects to market product ideas and to generate new leads.
• Develop existing client relationships and onboard new ones.
• Price and execute transactions.
• Interact with structuring, trading, legal and other relevant teams to constantly improve the platform.
• Offer a high-quality level of service/experience to existing and new clients of SFI.
• Collaborate with the Client Management team to develop proper wallet data for our client base.
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree