Citi · 4 hours ago
Financial Salesperson, Equities Research Sales, Director
New York New York United States
Full-time
Onsite
Director/Executive
$200K/yr - $300K/yr
15+ years expCiti's Equities Research Sales group is seeking a highly specialized and autonomous sales professional to join their dynamic team. The successful candidate will focus on cultivating and expanding relationships with top clients, providing strategic advisory services for financial transactions, and driving growth within a critical client base.
BankingFinanceFinancial Services
Responsibilities
Develop and execute highly specialized sales strategies targeting a client base consisting of banks, brokers, insurance companies, FinTech firms, and both buy-side and sell-side institutions
Manage and grow relationships with a portfolio of top 50 clients
Operate autonomously to identify opportunities, develop solutions, and close deals, demonstrating an entrepreneurial approach to business development
Serve as a key connector across all areas within the firm, collaborating with internal teams to bring comprehensive solutions to clients
Drive initiatives with high senior management visibility, contributing directly to strategic objectives
Leverage a profound understanding of financial markets, trading, and research to effectively articulate value propositions and meet client needs
Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration, and revenue goals
Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit, and risk, etc.)
Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
Lead strong governance and controls
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline, and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
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
Qualification
Required
Proven experience within the financial subsector, demonstrating a strong financial subsector focus
15+ years of highly specialized sales experience at a financial services organization with a track record of success in complex financial environments
Experience in a client-facing role working with the buy-side community
Deep industry knowledge of financial markets, trading, and research, ideally with both buy-side or sell-side experience
Familiarity with trading and research platforms, processes, and market dynamics
Demonstrated ability to manage and grow relationships with institutional clients, particularly banks, brokers, insurance, FinTech, Hedge Funds, and sovereign wealth funds
Exceptional communication, negotiation, and presentation skills
Strong entrepreneurial drive and ability to operate independently
Proven interpersonal and problem-solving skills
Consistently demonstrate clear and concise written and verbal communication
Must have or be able to obtain required licenses including Series 3, 7, 55, and 63
Preferred
Broad client relationships preferred
Master's degree preferred
Benefits
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
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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