Healthcare Equity Sales - Director

NCAA (National Collegiate Athletic Association); New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

An established industry player is seeking a senior-level Salesperson to join their Institutional Banking team. This role is pivotal in assisting clients with capital market fundraising and providing strategic advisory services for mergers and acquisitions. The ideal candidate will refine sales strategies, promote the brand, and leverage their extensive network to enhance client satisfaction and revenue. This position offers a unique opportunity to work closely with various internal teams, ensuring strong governance and control while fostering a culture of responsible finance. If you have a proven track record in financial services and a passion for client engagement, this is the role for you.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Plan

Life Insurance

Disability Insurance

Wellness Programs

Paid Time Off

Sick Leave

Paid Holidays

Qualifications

• 10+ years of sales experience in financial services required.
• Proven client-facing and interpersonal skills are essential.

Responsibilities

• Refine and implement sales strategy to maximize revenue.
• Advise clients and close transactions with internal stakeholders.

Skills

Sales Experience

Client-Facing Skills

Interpersonal Skills

Problem-Solving Skills

Communication Skills

Education

Bachelor's Degree

Master's Degree

Tools

Financial Services Knowledge

Licenses (Series 7 and 63)

Job 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:

1. 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
2. Champion for the Citi Healthcare Franchise and responsibility to promote the brand
3. Produce a Daily email leveraging Citi content and investor sentiment on the sector
4. Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
5. Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
6. Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
7. Lead strong governance and controls
8. 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
9. Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
10. Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
11. Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
12. Adhere to all policies and procedures as defined by your role which will be communicated to you
13. Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
14. 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. 10+ years of sales experience at a financial services organization
2. Experience in a client-facing role working with the buy-side community
3. Proven interpersonal and problem-solving skills
4. Consistently demonstrate clear and concise written and verbal communication
5. Broad client relationships preferred
6. Must have or be able to obtain required licenses including Series 7 and 63

Education:

1. Bachelor's degree/University degree or equivalent experience
2. Master's degree preferred

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: $200,000.00 - $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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date: Mar 28, 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.