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Career Opportunity

Capital Markets Solutions Sales - NAM

  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18076122


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position

This role will work within the North America Solutions Sales team which is focused on the three core growth-orientated objectives:

-MDA Program: Actively market, facilitate, execute and grow, the Markets Direct Access Program in conjunction with Citi Private Bank (“CPB”) and Markets business partners.This program enables CPB to refer appropriate clients to Markets for coverage by appropriate asset class professionals.Qualifying clients in professional mega wealth and FO clients that can trade directly with the various desks in Markets.

- Solutions and Structured Finance: Originate, facilitate, execute and grow, the CPB Markets structured 'Solutions' business for Citi Private Bank’s Mega Wealth and Family Office clients, including sales of strategic equity solutions, commercial real estate financing opportunities and other complex structured lending provided out of Citi Global Markets trading books.

- DPI Program: Grow and build out the Direct Private Investments Program.This program enables the Private Bank to refer suitable clients to ICG Markets and the Investment Bank in order to participate in equity private placement opportunities for companies with no publically traded securities.

The successful candidate will be a team player that is able to manage relationships with internal partners at Citi including Private Bankers, ICs, Credit, Risk, AML & KYC, and with markets sales and trading.

Job Background/context:

-Both CPB and Citi Markets continue to focus on executing against the growth of the Mega wealth and Family Office segment and now seeks to add resources to build upon the firm's position as a leading provider of tailored, capital markets solutions to this client set via its One Citi approach to delivery.

Key Responsibilities:

Work well within the team to service a key and fast growing segment. In particular, the following will be key:

Work in close partnership and build on/create a complete understanding of the platform of the existing CPB Capital Markets team

Work well with and build relationships with Private Bankers, ICs and the Capital Markets team

Establish a close coordination with the various Citi Markets product trading and structuring desks to source ‘Solutions’ product across all asset classes.

Forge relationships with key approvers in functional chains from both CPB and Markets. Positive and collaborative relationships with risk, legal and compliance will be essential to executing transactions and relationships that fit with the firm’s risk appetite.

Create and present presentations to be given both externally and internally. These presentations will highlight our capabilities and case studies.

Prepare monthly business review reports.

Work with Risk, credit and legal in CPB and Markets to negotiate and execute credit lines and documentation terms with the client base and their respective legal teams.

Work with the onboarding teams in CPB and Markets to effectively onboard the new accounts into both platforms.

Development Value:

Help to build out and execute on Citi’s collective coverage of the growing segment of the Mega wealth in the Americas.

Develop enhanced ability to work multiple regional and product teams across Citi.

Breadth of role will provide business and personal development opportunities.


Experience in sales of multi asset Markets Products

Knowledge in selling and coordinating “Solution” products

Experience in derivatives and structured products

Sell-side flow sales in a Markets environment

Exposure to Family Office and/or Ultra High Net Worth Private clients

Strong overall Markets product knowledge

Good interpersonal and communication skills essential

Strong analytical skills essential

Ability to develop strong working relationships across functional and geographical lines

Ability to work to tight deadlines and multitasking

Good initiative & creativity – ability to present alternatives and construct new ideas

Ability to work in a changing, project based, team environment

Strong service-focused attitude, attention to details

Self- motivated and ability to cooperate with team members




Strong organizational skills

Decision Making and Judgement

Drive and Determination

Attention to Detail


Innovation and Creativity


Analysis and Problem Solving

Building Relationships

Manages Risk