Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Solutions for Financial Intermediaries is responsible for selling Capital Markets products to retail financial intermediaries. These products include structured notes and OTC derivatives with specific lifecycle management requirements. The role requires strong analytical skills and the ability to proactively develop client relationships and enhance the client experience.

Responsibilities

• Proactively reach out to current broker dealer clients and potential prospects 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.
• 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 Platinum and Priority Clients to ensure targets are met.
• Collaborate with the Client Management team to develop proper wallet data for the client base.

Requirements

• At least 3 – 5 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.

Skills

• 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.

Location

• New York, New York, United States

Work Type

• Full-time

Experience Level

• AVP level
• 3-5 years

Education Level

• Bachelor’s degree (or equivalent) – ideally in Business, Finance or Engineering.

Salary/Compensations

• $150,000.00 - $175,000.00

Benefits

• Discretionary and formulaic incentive and retention awards.
• Medical, dental & vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

• 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 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.
• If you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
• 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.

Equal Opportunity

• Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
• 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 Citi’s EEO Policy Statement and the Know Your Rights poster.