About the role
The Salesperson is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Analyst Salesperson also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
* Implement and refine a sales and marketing strategy with defined priorities and market penetration/revenue goals aimed at improving Citi's client footprint and maximizing associated revenue * Leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction/Citi revenue * Assist team in strategic positioning as well as close transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.) * Create relationships with other salespeople to leverage Citi's franchise and source relevant buying and selling opportunities for the clients * On-board and prospect key clients to Citi as well as cover client base day-to-day * 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.
Qualifications:
* 1-5 years of experience in equity derivatives sales, equity sales, prime brokerage sales, institutional sales, trading, structuring, research or related markets roles. * Strong commercial mindset with a demonstrated interest in financial markets. * Strong analytical, interpersonal and presentation skills * Ability to communicate complex concepts clearly and effectively * Team-oriented with the ability to work across trading, structuring, research, risk and control functions * Proven ability to manage multiple priorities in a fast-paced environment * Experience in a client-facing role working with the buy-side community preferred * Sales experience at a financial services organization preferred. * Proven interpersonal and problem-solving skills * Consistently demonstrate clear and concise written and verbal communication * Broad client relationships preferred * Must have or be able to obtain required licenses including Series 3, SIE, 7, 57 and 63
Education:
* Bachelor's degree/University degree in Finance, Economics, Statistics, or related field
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Job Family Group:
Institutional Sales
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Job Family:
Institutional Product Sales
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Time Type:
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Primary Location:
San Francisco California United States
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Primary Location Full Time Salary Range:
$86 330,00 - $120 470,00
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.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
nov 06, 2026
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Automated Processing and AI
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. 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.
Illinois residents – AI Notice and Right
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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.