HNW Wealth Strategy & Capital Solutions Lead

Citi; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Citi seeks a Strategic Capital Solutions Lead in New York to advise ultra-high-net-worth clients on asset strategies, balance risk, and monetize concentrations. You will lead bespoke solutions, engage with internal partners, and drive business development across capital markets capabilities.

The role requires strong advisory experience, product knowledge across derivatives and financing, and fluency in English. A Bachelor’s degree is required; a Master’s is preferred.

Qualifications

• Extensive experience in strategic client advisory roles related to concentrated asset exposures.
• Strong track record with wealth management, capital markets and product capabilities like block trades.
• Proven ability to structure solutions across cash trading, financing, derivatives and monetization.
• Excellent interpersonal skills to engage internal teams and external clients.
• Fluent English communication and ability to manage tight deadlines across regions.

Responsibilities

• Advise ultra-high-net-worth clients on asset strategies including acquisition, disposition, hedging, and monetization.
• Assess exposure, event risk, and capital requirements to align with defined goals.
• Collaborate with Wealth Planning and Integrated Client Solutions to present proposals and pitches.
• Enhance collaboration between Capital Markets and Citi Private Bank clients and staff.
• Develop and manage a robust client pipeline using analytics and CRM tools.
• Design, deliver and report on solutions leveraging Citi's product capabilities and partnerships.
• Ensure risk management, regulatory compliance, and governance in all activities.

Skills

Strategic advisory

Concentrated assets

Wealth planning

Capital markets

Client engagement

English fluency

Relationship management

Education

Bachelor's degree

Master's degree preferred

Tools

CRM tools

Market analytics

Job description

Citi seeks a Strategic Capital Solutions Lead in New York to advise ultra-high-net-worth clients on asset strategies, balance risk, and monetize concentrations. You will lead bespoke solutions, engage with internal partners, and drive business development across capital markets capabilities.

The role requires strong advisory experience, product knowledge across derivatives and financing, and fluency in English. A Bachelor’s degree is required; a Master’s is preferred.