Capital Markets Sales Principal

• 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

• 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

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

Location:

• New York preferred or Miami

------------------------------------------------------

Job Family Group:

------------------------------------------------------

Job Family:

------------------------------------------------------

Time Type:

------------------------------------------------------

Primary Location:

------------------------------------------------------

Primary Location Full Time Salary Range:

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.

------------------------------------------------------

Anticipated Posting Close Date:

------------------------------------------------------

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting