Investment Sales Principal - C15 - NEW YORK

The Institutional Investment Specialist is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. The team is responsible with working with institutional clients ranging from non-profits to corporate client to select family offices.  There is a focus on increasing our presence in the institutional space with an aim of delivering custom solutions ranging from custom short fixed income mandates through multi-asset OCIIO mandates.  We are looking for a recognized subject matter expert within fixed income and broader experience in multi-asset portfolios. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:
 

• Works closely with our Private Bankers, Investment Counselors, and clients. The person who fills this roll must have knowledge of Investments including fixed income and excess reserve strategies.  Specialist should has a solid understanding of investment policy statements and developing custom mandates for institutional clients.   This person will be in constant contact with Citi Private Bank's Investments Teams as well as directly with our clients. Strong sales and product skills are required. In addition, a high degree of professionalism, passion for client service, and the ability to develop new business are essential.
• The role will require teamwork and proactive leadership. This team member will be required to build deep relationships with their assigned region’s bankers, investment counselors, and clients. The role requires the individual to launch product campaigns, educating internal and external audiences. The individual will lead a sales effort in their region and support all ongoing sales efforts. The role requires the individual to be a deep expert in fixed income strategies and be able to position our offerings as well as handle account reviews to discuss current markets and views.
• 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.
• Work with internal parties to increase visibility and credibility to help increase pipeline.
• Work closely with other specialists to ensure the team is in the best position
• Manage existing client relationships and help drive new business acquistion

Qualifications:
 

• 10+ years of experience
• Excellent sales skills - ability to demonstrate relevant solutions to clients and prospects
• Knowledge of investment products
• Attention to detail, proactive leadership, and strong follow-up skills
• Excellent written, listening and verbal communication skills
• The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills

Education:
 

• Bachelor's/University degree, Master's degree preferred

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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:

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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.

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.

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