Head - Capital Markets Solutions Sales

Citigroup Inc. New York , NY 10007

Posted 2 months ago

  • Primary Location: United States,New York,New York

  • Education: Bachelor's Degree

  • Job Function: Private Client Product Mgmt

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 10 % of the Time

  • Job ID: 18067951

Description

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position

This role will lead the team focused on the three core growth-orientated objectives:

  • To lead the sales function to actively market, facilitate, execute and grow, the Markets Direct Access Program in conjunction with Citi Private Bank ("CPB") and Markets business partners.This program enables CPB to refer appropriate clients to Markets for coverage by appropriate asset class professionals.Qualifying clients in professional mega wealth and FO clients that can trade directly with the various desks in Markets.

  • To lead the sales function to originate, facilitate, execute and grow, the CPB Markets structured 'Solutions' business for Citi Private Bank's Mega Wealth and Family Office clients, including sales of strategic equity solutions, commercial real estate financing opportunities and other complex structured lending provided out of Citi Global Markets trading books.

To lead the growth of the Direct Private Investments Program.This program enables Private Bank to refer to suitable clients to ICG Markets and the Investment Bank to participate in directly engaging in buying private placements of equity in companies with no publically traded securities.

The successful candidate will be responsible for the ongoing maintenance of the abovementioned programs, providing senior management in CPB and Markets with regular updates, managing relationships with Credit, Risk, AML & KYC, and ensuring effective coverage across the various markets sales and trading desks.

Job Background/context:

  • Both CPB and Citi Markets continue to focus on the executing against the growth of the Mega wealth and Family Office segment and now seek to add resources to build upon the firm's position as a leading provider of tailored, capital markets solutions to this client set via its One Citi approach to delivery.

Key Responsibilities:

Servicing a key and fast growing segment the stakeholder group for the role will be wide and diverse. An ability to drive a strong, collegiate partnership between CPB and Markets across both its businesses and across both sets of support functions will be essential to originating and executing on new clients, new trading relationships and new transactions. In particular, the following will be key:

  • Working in close partnership and building on/creating a complete understanding of the platform of the existing CPB Capital Markets team

  • Building-on/creating a close partnership, as a "Solution" product champion, with the regional business heads (Global Market Managers), the regional IC heads, and the rest of the CPB relationship managers across the NAM region

  • Building-on/creating a close coordination with the various Citi Markets product trading and structuring desks to source 'Solutions' product across all asset classes

  • Managing relationships with key approvers in functional chains from both CPB and Markets. Positive and collaborative relationships with risk, legal and compliance will be essential to executing transactions and relationships that fit with the firm's risk appetite.

  • Working actively with regional Citi Markets regional and product heads, to coordinate local coverage of FOs where Markets access is in place or potentially relevant, and in order to facilitate the introduction of dormant or non-target market accounts to CPB

  • Maintaining and propagating a disciplined target market universe with regular strategic reviews with key business management stakeholders

  • Work with Risk, credit and legal in CPB and Markets to negotiate and execute credit lines and documentation terms with the client base and their respective legal teams

  • Work with the onboarding teams in CPB and Markets to effectively onboard the new accounts into both platforms.

Development Value:

  • Lead the sales efforts to build out and execute on Citi's collective coverage of the growing segment of the Mega wealth in Americas

  • Develop enhanced ability to work multiple regional and product teams across Citi

  • Breadth of role will provide business and personal development opportunities

Qualifications

  • Extensive experience in sales of multi asset Markets Products

  • Extensive Knowledge in selling and coordinating "Solution" products to Single Family Offices

  • Experience in derivatives and structured products

  • Sell-side flow sales in a Markets environment

  • Exposure to Family Office and/or Ultra High Net Worth Private clients

  • Language skills in addition to English are beneficial but not essential

  • Good understanding of regulation for Retail Customer base skills

  • Strong Overall Markets product knowledge

  • Good interpersonal and communication skills essential

  • Strong analytical skills essential

  • Ability to develop strong working relationships across functional and geographical lines

  • Ability to work to tight deadlines and multitasking.

  • Fluent spoken and written English Other language preferable

  • Good initiative & creativity ability to present alternatives and construct new ideas.

  • Ability to work in a changing, project based, team environment

  • Strong service-focused attitude, attention to details

  • Self- motivated and ability to cooperate with team members

Competencies:

  • Adaptability

  • Communicating

  • Decision Making and Judgement

  • Drive and Determination

  • Attention to Detail

  • Initiative

  • Innovation and Creativity

  • Leadership

  • Analysis and Problem Solving

  • Building Relationships

  • Manages Risk

  • Teamwork

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Global Capital Markets Associate/Vp Loan Solutions Group

Morgan Stanley

Posted 5 days ago

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Morgan Stanley's Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. When clients need capital, Global Capital Markets (GCM) responds with market judgments and ingenuity. Whether executing an IPO, a debt offering or a leveraged buyout, GCM integrates Morgan Stanley's expertise in Sales and Trading and Investment Banking, offering clients seamless advice and sophisticated solutions. GCM originates, structures and executes public and private placement of equities, investment-grade and noninvestment-grade debt and related products. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. Our New York City office is looking for a VP or Associate to join the Loan Solutions team. Our loans solutions team works with clients in respect to the acquisition, disposal, financing and/or risk management of loan portfolios across all asset classes. We originate, structure and execute transactions for clients. The team is expanding on a global basis and seeking to additional talent into support this growth. * Experienced in structured finance – with strong technical & modelling skills. Ability to model asset & liability cash flows required in respect of asset backed transactions required. * Knowledge of one of more asset classes required (e.g. residential, consumer, Corporate, CRE, transportation) * Strong client and interpersonal skills, and experience in managing complex transaction processes * Entrepreneurial skills and appetite to develop new business in a fast growing team * Good understanding of FIG corporate finance, financial regulation & accounting preferred. * 3-6 years of experience within financial sector Morgan Stanley New York NY

Head - Capital Markets Solutions Sales

Citigroup Inc.