The Retail Salesperson is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Focus on coverage of broker dealers and assist the team covering some of our most important Platinum and Priority Clients including Private Banks, Broker Dealers, Regional Consumer Banks and RIA’s
• This is a cross-asset sales team, thus the team is responsible for selling structured investments linked to equities, fixed income, currencies, commodities, hybrids, and alternative investment classes
• The successful candidate will work with multiple partners across the bank including the various product structuring and trading teams, and the MAG team to bring appropriate product to our clients
• Proactively reaching out to current and potential broker dealer clients to provide product ideas, improve existing client services and onboard new clients
• Continued development of the platform to improve the client experience
• Work with the entire 3rd party team on servicing our Platinum and Priority Clients to ensure we are meeting targets
• Interaction with the Client Management team to develop proper wallet data for our client base
• Leading strong governance and controls
• 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.

Qualifications:

• 5-8 years of experience
• Track record of managing client relationships and consistently generating revenue
• Ability to identify and drive new product and client opportunities
• Good understanding of the retail competitive landscape
• Ability to work across the organization, businesses and control groups, to deliver client solutions
• Excellent verbal and interpersonal skills, and advanced quantitative skills
• Experience with derivative pricing and model experience
• Self-motivated, innovative, results oriented
• Must be a team-player
• Excellent time management/prioritization skills and solid judgment
• Outstanding attention to detail and follow-up
• Excel proficiency
• Proven track record in servicing various retail clients

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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