Senior Institutional Sales: Debt & Trust Solutions

Citi; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi in New York seeks a VP, Agency & Trust - Corporate Debt & Specialized Services Sales to lead client growth. You will develop the Citi franchise with a targeted client base, refine a sales and marketing strategy, and coordinate with management to set priorities and revenue goals.

The role requires 6–10 years in financial services sales and relationship management, solid client-facing experience with the buy-side, strong communication skills, and licenses (Series 3, 7, 55, 63).

Qualifications

• 6-10 years of experience in sales, relationship management at a financial services organization.
• Broad client relationships preferred.
• Experience in a client facing role working with the buy-side community.
• Self-Motivated, excellent interpersonal and communication skills.
• Advanced problem solving skills.
• Be able to obtain licenses required, Series 3, 7, 55, 63.

Responsibilities

• Develop the Citi franchise with specific client base
• Refine and implement a sales and marketing strategy aiming at substantially improving Citi's client footprint and maximizing associated revenue
• Work with management and colleagues to establish a clear marketing plan with defined priorities and market penetration and revenue objectives
• Ability to leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue
• On-boarding and prospecting key clients
• Assist other team members in strategic positioning as well as to close transactions with various internal stakeholders
• Improved footprint with the client base – which should translate into incremental sales credit and trading revenues for the various relevant trading desks
• Thorough product and clients knowledge with relevant products and client base
• Should be able to forge a trusted relationship with other salespeople in order to be able to leverage Citi's franchise and source relevant buying and selling opportunities for the clients the person is responsible for
• Broadened responsibilities either across client types or products in the region or even across other regions
• 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
• 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.

Skills

Sales experience

Relationship management

Client facing

Interpersonal skills

Problem solving

Education

Bachelor’s degree

Master’s degree preferred

Job description

Citi in New York seeks a VP, Agency & Trust - Corporate Debt & Specialized Services Sales to lead client growth. You will develop the Citi franchise with a targeted client base, refine a sales and marketing strategy, and coordinate with management to set priorities and revenue goals.

The role requires 6–10 years in financial services sales and relationship management, solid client-facing experience with the buy-side, strong communication skills, and licenses (Series 3, 7, 55, 63).