Salesperson

Citi; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Incentives

Retention awards

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Planned time off

Unplanned time off

Paid holidays

Job summary

Citigroup Global Markets Inc. in New York seeks a Salesperson to market structured notes, OTC options, and QIS-based products to institutional clients.

The role emphasizes articulating complex quantitative ideas, designing index methodologies, and collaborating with Structuring, Trading, Legal, and Compliance teams to deliver competitive offerings. You will create marketing materials, tailor products to client objectives, and help expand business across global sales teams, with a hybrid work

Qualifications

• Bachelor’s degree in Business, Finance, Applied Mathematics, Statistics or related field.
• 2 years of experience as a Salesperson/Structuring Associate or VP role in engaging with financial intermediaries and/or institutional clients.
• Experience designing and optimizing pricing models and payoff structures for structured products linked to volatility-controlled/decrement indices.

Responsibilities

• Engage clients to market structured financial products including notes, warrants, and OTC options.
• Articulate complex quantitative and QIS concepts to build client relationships and generate new business.
• Design and optimize index methodologies and pricing models for distribution channels and boards for structured products.
• Collaborate with Structuring, Trading, Legal, and Compliance to develop index-linked products.
• Create marketing materials and transfer knowledge across sales teams globally.
• Deliver client-centric solutions aligning index methodologies and pricing with client objectives.

Skills

Wholesale Lending OperationsManagement

Education

Bachelor’s degree in Business/Finance/Applied Mathematics/Statistics

Job description

Citigroup Global Markets Inc. seeks a Salesperson for its New York, New York location.

Duties: Engage with clients to market innovative financial products, specifically structured notes, warrants, and Over-the-Counter (OTC) options linked to volatility-controlled and decrement indices. Responsible for articulating complex quantitative financial and QIS (Quantitative Investment Strategies) concepts in a clear, compelling manner to build professional client relationships and generate new business opportunities. Responsible for optimizing and articulating index design and methodologies to the approval committee / board of various distribution channels. Design and optimize pricing models and payoff structures for structured products linked to volatility-controlled and decrement indices, leveraging advanced knowledge of derivatives pricing and risk management frameworks. Optimize pricing efficiency and assist the trading desk in understanding and managing complex risk positions, specifically for volatility-controlled and decrement indices, ensuring the firm provides competitive offerings for clients. Cross-Functional collaboration with Structuring, Trading, Legal, and Compliance teams to develop and execute index-linked structured products. Create pitch decks and marketing materials that highlight the benefits of structured products linked to thematic and volatility-controlled/decrement indices. Responsible for the systematic transfer of specialized knowledge across sales teams globally, establishing best practices in index development, client engagement protocols, and transaction execution. Deliver Client-Centric solutions, this includes customizing index methodologies, pricing models, and marketing materials to align with client objectives. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Requirements: Requires a Bachelor’s degree, or foreign equivalent in Business, Finance, Applied Mathematics, Statistics or related field and 2 years of experience as a Salesperson, Structuring Associate / Vice President or related position engaging with current and potential financial intermediaries and/or institutional clients to market financial products including structured investment linked to QIS (Quantitative Investment Strategies). 2 years of experience must include: Designing and optimizing pricing models and payoff structures for structured products linked to volatility-controlled and decrement indices, using knowledge of derivatives pricing and risk management; Knowledge of SEC/Reg S requirements and other regulatory frameworks globally: suitability and best interest, to ensure that structured products and indices comply with legal and compliance standards; Performing financial and statistical analysis on back-tested index data, evaluating metrics - return, volatility, and dividend yield; Knowledge of the landscape for selling and distributing structured products linked to volatility-controlled and decrement indices in various segments targeted by the business, such as private banks / wealth management firms, broker dealers and wholesalers, and registered investment advisors; and The process for onboarding new volatility-controlled and decrement indices on existing or potential structured product distribution platform, including due diligence, index and product approvals, documentation and go-live execution.

Wage Range: $200,000 to $250,000

Job Family Group

Institutional Sales

Job Family

Investor Sales

Time Type

Full time

Primary Location

New York New York United States

Benefits

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

Most Relevant Skills

Wholesale Lending Operations Management.

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