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Capital Markets Sales Principal

Job Req ID 25838503 Location(s) New York, New York; Miami, Florida Job Type On-Site/Resident Job Category Private Client Product Services

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The Capital Markets SalesPrincipal is a Senior Level professional who stays abreast of developments within their own field and contributes to directional strategy by considering their application in their own job and the business. The overall objective of the group is to provideCiti Global Wealthclients with institutional level access to Citi’s full Markets capabilities. Clients gain access to a wide range of products, research, institutional level pricing, expertise, and trading capabilities across global markets. This role is based within the Citi Global Wealth Investments (“CGWI”). The Capital Markets Sales team is the sales and marketing arm of the CGWI Capital Markets group, curating and delivering our expansive products and services offerings to Investment Counselors (ICs), Private Bankers,Financial Advisors and clients. The team is tasked with growing participation across asset classes and multiple product types (OTC derivatives, structured notes, listed options, cash products) and serves as the salesforce’s first point of call for all non-discretionary investments-related inquiries and opportunities.

The individual requires a thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. The individual demonstrates excellent communication skills required in order to negotiate internally and externally, often at a senior level. The individual is responsible for executing functional strategy in the area managed and determines the approach to implementing functional strategy. Expected to be accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects strategic influence on the business and interaction with other functions or businesses. The individual is an integral member of the functional leadership team within a country/site location, job family, or line of business.

Responsibilities:

As part of the Capital Markets Sales team, deliver ideas and investment strategy recommendations to Citi Wealth client segments on capital markets solutions including but not limited to Equity Advisory, Fixed Income Advisory, Structured Notes, Over-The-Counter Equity and Rates Derivatives, FX, Commodities, etc.
Increase connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank, Wealth at Work and Citigold / CPC channels in NAM and LATAM
Develop relationships with Investment Counselors, Private Bankers and Financial Advisors and partner with regional management to define and implement a strategic vision for the channels
Build a strong knowledge base of cross-asset class capital markets investment solutions, as well as an understanding of how we construct and manage portfolios
Develop strong partnerships with the Markets Structuring and Execution Desks to be aware of prevailing market trends, applicable strategies and new trade ideas with the view to launch new products to meet client needs.
Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
Actively participate in daily morning meetings and marketing team sales calls
Provide internal education and marketing to Investment Counselors, Private Bankers and Financial Advisors and partner with them to understand client needs and identify salient solutions
Participate in client meetings, events, and roadshows to help promote the most salient ideas and solutions across all asset classes
Coordinate regional sales efforts and at times lead region-wide marketing initiatives, including creating marketing and educational content
Provides education & marketing to the salesforce that goes beyond product to cover best practices for identifying opportunities, positioning, sizing, and implementation
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+ years’ experience with financial markets and/or family office and/or UHNW client segments
In depth knowledge of structured products and derivatives and the benefits that these solutions can provide to family office and UHNW clients
Ability to demystify complex concepts and make them digestible to the UHNW and family office Private Bank client base
Excellent analytical, interpersonal, and communication skills (written, verbal, presentation and listening)
Advanced Excel and PowerPoint skills with comfort working with large amounts of data
Motivated personality and ‘team player’ attitude, with the willingness to take initiative
Strong time management and organizational skills, with the ability to meet deadlines successfully, and manage multiple projects at a time
Regulated role with applicable/mandatory licenses and/or qualifications

Education:

Bachelor's/University degree, Master's degree preferred
CFA, MBA degree or other advance degree a plus

Location:

New York preferred or Miami

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Capital Markets

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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:

$200,000.00 - $300,000.00

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 05, 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.

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