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Jobs · Administrative · New York

Retail Client Salesperson, Solutions for Financial Intermediaries, Vice President or Assistant Vice President

Citi · New York, NY · 1 mo ago
On-siteAdministrative$175k–$250k/yrFull-time

About the role

Solutions for Financial Intermediaries is a business within Global Investor Sales that focuses on the sales of Capital Markets products to retail financial intermediaries such as private banks, broker dealers, consumer banks, and registered investment advisors. These products include structured notes issued by Citi and OTC derivatives, which require specific expertise in pricing, structuring, settlement, and post-trade lifecycle management.

Responsibilities

  • Proactively reach out to current RIA clients, wholesalers, and potential prospects to market product ideas and generate new leads.
  • Develop and onboard new client relationships.
  • Price and execute transactions.
  • Interact with structuring, trading, legal, and other relevant teams to continuously improve the platform.
  • Offer a high-quality level of service/experience to existing and new clients of Retail Cross Asset Solutions.
  • Collaborate with the entire sales team to service our Platinum and Priority Clients to meet targets.
  • Work with the Client Management team to develop proper wallet data for our client base.

Requirements

  • A proven track record in servicing retail financial intermediaries.
  • A strong understanding of derivatives and various products issued in North America.
  • Strong analytical skills and the ability to proactively develop and improve client relationships.
  • Excellent interpersonal and communication skills.
  • Superior quantitative/problem-solving skills.
  • In-depth knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products).
  • Strong experience with derivative pricing and model experience.
  • Self-motivated, innovative, results-oriented individual.
  • Highly organized individual with special attention to detail.
  • Strong time management/prioritization skills with ability to manage multiple competing priorities and deadlines.
  • Ability to work effectively both individually and within a team environment, and to interact professionally with other departments.

Qualifications

  • At least 4 years capital markets experience in retail structured products and OTC Derivatives.
  • A strong track record of managing client relationships and consistently generating revenue.
  • A good understanding of the retail competitive landscape.
  • Proficient with Microsoft Office and Bloomberg.

Benefits

Available offerings may vary by jurisdiction, job level, and date of hire. Citi offers competitive employee benefits, including medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Citi also provides paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Pay

$175,000.00 - $250,000.00

Schedule

Full time

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