Cross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
We are looking for an AVP or VP level Salesperson with existing Retail Client relationships and client coverage experience. The ideal candidate should have:
- a proven track record in servicing retail financial intermediaries
- a good knowledge of all the segments targeted by the desk
- a strong understanding of derivatives and of the various products issued in North and Latin America
The role requires strong analytical skills and the ability to proactively develop and improve client relationships as well as the overall client experience when dealing with Citi.
Responsibilities:- Proactively reach out to current broker dealer clients and potential prospects to market product ideas and to generate new leads.
- Develop existing client relationships and onboard new ones.
- Price and execute transactions.
- Interact with structuring, trading, legal and other relevant teams to constantly improve the platform.
- Offer a high-quality level of service/experience to existing and new clients of SFI.
- Collaborate with the Client Management team to develop proper wallet data for our client base.
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation.
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
- Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
Qualifications:- 3-6 years of experience for AVP level consideration; 6-8 years of experience for VP level consideration.
- Prior Sales experience at a financial services organization is a plus.
- Broad client relationships preferred.
- Experience in a client facing role working with the buy-side community.
- Self-Motivated, excellent interpersonal and communication skills.
- Advanced problem solving skills.
- Must have or be able to obtain licenses required, Series 7, 63.
Education:- Bachelors/University degree or equivalent experience.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Institutional Sales
Job Family:Investor Sales
Time Type:Full time
Primary Location:New York New York United States
Primary Location Full Time Salary Range:$150,000.00 - $175,000.00
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.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:Jul 27, 2026
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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