Citigroup, Inc

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

Citigroup, Inc$175K — $250K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • At least 4 years capital markets experience in retail structured products and OTC Derivatives
  • Strong track record of managing client relationships and consistently generating revenue
  • Strong drive to identify and drive new product and client opportunities
  • Good understanding of the retail competitive landscape
  • Proficient with Microsoft Office and Bloomberg
  • Excellent interpersonal and communication skills
  • Superior quantitative / problem-solving skills
  • In depth knowledge of flow derivatives, indices, single-stock, exotics, and multi-asset equity derivative products
  • Strong experience with derivative pricing and model experience
  • Highly organized with attention to detail
  • Strong time management and prioritization skills

Responsibilities

  • Proactively reach out to current RIA clients and wholesaling partners to market product ideas and 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 improve the platform
  • Provide high-quality service and experience to existing and new clients of Retail Cross Asset Solutions
  • Collaborate with the sales team on servicing Platinum and Priority Clients to meet targets
  • Work with the Client Management team to develop wallet data for the client base

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation, sick leave, and holidays
Full Job Description
Solutions for Financial Intermediaries is a business within Global Investor Sales that is responsible for the sales of Capital Markets products to retail financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi and OTC derivatives, which have very specific requirements with respect to pricing, structuring, settlement and post-trade lifecycle management. We are looking for an VP/AVP level Salesperson with existing Retail Client relationships and client coverage experience. The salesperson will focus on covering RIA clients directly and through wholesaling relationships. 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 America
  • strong analytical skills and the ability to proactively develop and improve client relationships as well as the overall client experience when dealing with Citi.


Key Responsibilities
  • Proactively reach out to current RIA clients, wholesaling partners 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 Retail Cross Asset Solutions
  • Work with the entire sales team on servicing our Platinum and Priority Clients to ensure we meet targets
  • Collaborate with the Client Management team to develop proper wallet data for our client base.


Qualifications
  • At least 4 years capital markets experience in retail structured products and OTC Derivatives
  • Strong track record of managing client relationships and consistently generating revenue
  • Strong drive to identify and drive new product and client opportunities
  • Good understanding of the retail competitive landscape
  • Proficient with Microsoft Office and Bloomberg
  • 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 at any given time
  • Ability to work effectively both individually and within a team environment, and to interact professionally with other departments.


Education
  • Bachelor's degree (or equivalent) - ideally in Business, Finance or Engineering.


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:
$175,000.00 - $250,000.00

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 13, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

Join Our Team

Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

Stay Connected

Keep up to date with the latest in career opportunities and industry insights at Citigroup, Inc. Subscribe to our job alert emails and read our careers blog to stay ahead in your professional journey.

Explore Citigroup, Inc Jobs

Discover the exciting and rewarding opportunities that await at Citigroup, Inc. Tailor your resume, prepare for your interview, and take the next step in your career with us.

SEARCH CITIGROUP JOBS

READ CAREERS BLOG

Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

Similar Jobs

More Jobs at Citigroup, Inc

More Finance & Insurance Jobs

Find similar Retail Client Salesperson, Solutions for Financial Intermediaries, Vice President or Assistant Vice President jobs: