Citi Global Wealth Investments Brokerage Fixed Income Specialist for the Americas. This role is based within Investments Solutions Capital Markets and will be part of Fixed Income Brokerage and Advisory Team for the Americas. The Fixed Income Specialist will be responsible for delivering best in class fixed income advice, guidance and execution services to Advisors and Clients of Citi Global Wealth Americas, with a specific focus on municipal markets. This position will offer the opportunity to grow the Fixed Income Brokerage (Taxable and Non-Taxable) business within Citi Global Wealth by preparing and delivering trade ideas, performing portfolio reviews, and educating Clients on the benefits of transactional brokerage Fixed Income. The Fixed Income Specialist will work directly with internal Financial Advisors, Bankers, Investment Counselors, and their Clients to help them transact and build brokerage portfolios of Fixed Income securities.

Responsibilities

• Deliver trade ideas and investment opportunities, while providing the highest level of execution service and advice, specifically focusing on municipal bond markets.

• Remain abreast of fixed income market intelligence, investment strategy and research to deliver actionable trade ideas to Financial Advisors, Bankers, Investment Counselors and Clients.

• Act as a fixed income product expert while working in accordance with the business product programs, processes and procedures.

• Ensure seamless execution, booking and reporting of fixed income brokerage transactions.

• Increase client participation across the entirety of fixed income brokerage business.

• Actively participate in regional sales and marketing forums to promote fixed income brokerage product capabilities.

• Actively design and implement product and platform improvements to enhance the Advisor and Client experience.

Qualifications

• Minimum of 10 years in a fixed income product, sales, or trading role preferably within a wealth management organization such as a Private Bank or Broker-Dealer.

• Specific experience in municipal bonds, both primary and secondary markets.

• Experience with brokerage fixed income, as well as portfolio analytic tools and interest rate pricing models.

• Strong interpersonal skills and ability to work on a team.

• Self-motivated to provide proactive trade ideas within taxable and municipal markets.

• Previous exposure to high net worth Private Clients and Family Offices would be beneficial.

• Ability to handle multiple tasks at the same time, explain complex concepts in a clear and simple language, and educate clients on the risks and potential benefits of transacting in fixed income products.

• Strong IT and analytical skills essential.

• Strong knowledge of the regulatory environment surrounding retail fixed income brokerage.

• Series 7 and 63 required.

Education

• Bachelor's degree or higher

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:

$150,000.00 - $250,000.00

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.

Anticipated Posting Close Date:

Sep 18, 2024

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Citi is an equal opportunity and affirmative action employer.

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