LATAM Markets Direct Access (MDA) Specialist | Senior Vice President

Citigroup Inc.; New York (NY); On-site; USD 95,000 - 317,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, disability insurance

Wellness programs

Paid time off (vacation & holidays)

Job summary

Citigroup Inc. seeks a LATAM MDA Specialist to drive growth for private wealth clients in Latin America, linking Citi's Markets and private banking teams. You will onboard clients, manage the overall Markets relationship, and coordinate with QIS and AMCs offerings.

Fluency in English is required; Spanish/Portuguese preferred, with a strong sales and relationship track record. The role reports to the Americas Head of MDA and involves risk oversight, regulatory compliance, and cross-functional

Qualifications

• 10+ years of institutional sales or relationship management.
• Proven knowledge of asset classes including cash trading, derivatives, QIS and AMCs.
• Experience with Family Offices and institutional suitability requirements.
• Excellent communication, interpersonal and analytical skills.
• Bachelor's degree required; Master's/MBA/CFA is a plus.

Responsibilities

• Identify and build relationships with decision-makers at UHNW firms and Family Offices.
• Drive LATAM client growth by expanding accounts and increasing revenue.
• Collaborate with Private Banking leaders, Investment Counselors, and internal partners.
• Source and integrate new institutional products and services to meet client needs.
• Establish and maintain robust risk, compliance, and regulatory procedures.

Skills

Institutional sales

Relationship management

English fluency

Spanish/Portuguese pref.

QIS knowledge

AMC knowledge

Multi-asset derivatives

Client acquisition

Analytical skills

Pipeline management

Education

Bachelor's degree

Master's, MBA, or CFA (plus)

Job description

Citi Wealth Investment Solutions delivers holistic investment advice, harnessing Citi's leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across the entire wealth spectrum.

Within this organization, the Markets Direct Access (MDA) team connects Citi's most sophisticated private wealth clients with the institutional power of our global Markets franchise. As the LATAM MDA Specialist, you will be instrumental in driving the growth of this high-value client base in Latin America.

Reporting to the Americas Head of MDA, you will partner closely with Private Bankers, Investment Counselors, the Global Family Office Group, and Markets to identify and onboard new clients, manage the overall Markets relationship, and deliver a best-in-class client experience. You will also take the lead with marketing quantitative investment strategies (QIS) and actively managed certificates (AMCs) in the region with clients, working in conjunction with coverage and product partners. Your success will be measured by client growth, revenue generation, and diligent risk management.

This role requires a seasoned sales and relationship management professional with a deep understanding of institutional capabilities, including multi-asset derivatives, quantitative investment strategies (QIS), prime brokerage, private shares and structured products.

Key Responsibilities

• Client Growth & Relationship Management
  • Identify and build relationships with key decision-makers at professional Ultra-High Net Wealth firms and Family Offices.
  • Drive the growth of the LATAM client base by expanding accounts and increasing revenue.
• Internal Partnership
  • Collaborate with Private Banking team leaders, Investment Counselors, and other internal partners to present a unified and comprehensive view of Citi's capabilities.
  • Source and integrate new institutional products and services to meet client needs.
• Risk & Compliance Oversight
  • Partner with Risk, Credit, and Legal teams to establish and maintain robust operational procedures.
  • Ensure all client referrals and activities adhere to suitability, appropriateness, and regulatory standards.
  • Uphold the firm's reputation by applying sound ethical judgment and escalating any control issues with transparency.
  • Appropriately assess risk in all business decisions, safeguarding the firm, its clients, and its assets.

Qualifications

• 10+ years of experience in institutional sales or relationship management.
• Fluency in English is required; proficiency in Spanish and/or Portuguese is strongly preferred.
• Expert knowledge of products and capabilities across asset classes, including:
  • Cash trading, derivatives, QIS, and Actively Managed Certificates (AMCs).
  • Prime brokerage, financing, credit extension, and structuring.
• Proven experience working with Family Offices and navigating institutional suitability requirements.
• Exceptional analytical, interpersonal, and communication skills (written, verbal, and listening).
• Demonstrated history of strong sales and pipeline management; detail-oriented and organized.
• Bachelor's degree required; Master's, MBA, or CFA is a plus.

Job Family Group:

Private Client Product Services

Job Family:

Investment Capital Markets

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$95,040.00 - $316,920.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Oct 12, 2026

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.

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