Equity Derivatives Salesperson, Analyst

Citi • San Francisco, CA

5d • $86,330 - $120,470

About The Position

The Salesperson is a junior- to mid-level position supporting the team and partnering with institutional investor clients to identify and implement equity derivatives solutions for hedging, yield enhancement, portfolio management, and alpha generation. The role focuses on expanding Citi’s client footprint and revenue while providing day-to-day client coverage and working across sales, trading, structuring, and control functions.

The position also carries governance, risk, and compliance responsibilities. The successful candidate is expected to exercise sound judgment, follow Citi’s policies and applicable regulations, maintain required registrations and licenses, and support a culture of responsible finance, good governance, supervision, expense discipline, and ethics.

Requirements

• 1–5 years of experience in equity derivatives sales, equity sales, prime brokerage sales, institutional sales, trading, structuring, research, or related markets roles.
• Strong commercial mindset and demonstrated interest in financial markets.
• Strong analytical, interpersonal, and presentation skills.
• Ability to communicate complex concepts clearly and effectively.
• Team-oriented approach and ability to work across trading, structuring, research, risk, and control functions.
• Ability to manage multiple priorities in a fast-paced environment.
• Proven interpersonal and problem-solving skills.
• Clear and concise written and verbal communication.
• Must have or be able to obtain required licenses, including Series 3, SIE, 7, 57, and 63.
• Bachelor’s degree or university degree in Finance, Economics, Statistics, or a related field.

Nice To Haves

• Experience in a client-facing role working with the buy-side community.
• Sales experience at a financial services organization.
• Broad client relationships.

Responsibilities

• Implement and refine sales and marketing strategies, with priorities and market penetration and revenue goals, to improve Citi’s client footprint and maximize revenue.
• Use existing contacts, understand client needs, introduce Citi’s offerings, encourage adoption, and increase client satisfaction and Citi revenue.
• Assist with strategic positioning and closing transactions in partnership with internal stakeholders, including structuring, trading, legal, credit, and risk teams.
• Build relationships with other salespeople to leverage Citi’s franchise and source relevant buying and selling opportunities for clients.
• Onboard and prospect key clients and provide day-to-day coverage for the client base.
• Lead strong governance and controls.
• Partner with Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure.
• Promote responsible finance, good governance and supervision, expense discipline, and ethics.
• Assess transaction risk and reward and consider the firm’s reputation when making business decisions.
• Follow Citi’s Code of Conduct, the Plan of Supervision for Global Markets and Securities Services, and policies and procedures applicable to the role.
• Obtain and maintain required registrations and licenses within the appropriate timeframe.
• Safeguard Citigroup, its clients, and assets by complying with applicable laws, rules, and regulations; applying sound ethical judgment; and transparently escalating, managing, and reporting control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level