Equities Prime Brokerage Origination Sales - Tulsa, United States - Citigroup Inc

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    Description


    The Salesperson is a senior-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 Director 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:
    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.


    Qualifications:
    15+ years of sales experience at a financial services organization
    Experience in a client-facing role working with the buy-side community
    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, 7, 55 and 63

    Education:
    Bachelor's degree/University degree or equivalent experience
    Master's degree preferred

    Job Family Group:
    Institutional Sales

    Job Family:

    Time Type:
    Full time

    Primary Location:
    New York New York United States

    Primary Location Full Time Salary Range:
    $200, $300,000.00
    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 Available offerings may vary by jurisdiction, job level, and date of hire.


    Anticipated Posting Close Date:
    Apr 24, 2024
    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .
    View the EEO Policy Statement ) .
    View the Pay Transparency Posting )
    Citi is an equal opportunity and affirmative action employer.
    Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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