Full-Time

Cash Equities Electronic Sales and Origination

Director or Vice President

Deadline 8/28/26
Citi

Citi

10,001+ employees

Global financial services including banking, investment

Compensation Overview

$200k - $300k/yr

+ Discretionary incentive awards + Retention awards

New York, NY, USA

In Person

Bachelor's, Master's

Category
Finance & Banking (1)
Required Skills
Series 7
Sales

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Requirements
  • At least 7 years of sales experience.
  • Experience in a client-facing role working with the buy-side community.
  • In-depth knowledge of equity analysis, market dynamics, and fundamentals.
  • In-depth knowledge of financial institution asset classes and products.
  • Proven client relationships and institutional client-specific knowledge.
  • Knowledge of equity trading, trading strategies, the marketplace, and market issues.
  • Clear and concise written and verbal communication.
  • Ability to obtain and maintain Series 7 and Series 63 licenses.
  • A bachelor's degree, university degree, or equivalent experience.
Responsibilities
  • Originate and source new electronic trading relationships to increase the breadth of clients doing business with Citi.
  • Actively cover existing trading accounts to grow market share and the overall equities footprint.
  • Act as the primary point of contact for low-touch cash trading needs, working closely with Sales Trading and Execution Advisory Services to increase mindshare.
  • Develop, implement, and drive client acquisition, coverage, and growth strategy.
  • Develop action plans and an accountability framework to achieve growth and market share goals.
  • Market Citi's execution capabilities, contribute to team strategy, and deliver a high level of customer service.
  • Develop new relationships, strengthen current relationships, and share existing relationships with Citi colleagues.
  • Develop clients from acquisition through ownership of high-profile institutional accounts.
  • Build a culture of responsible finance, good governance and supervision, expense discipline, and ethics.
  • Assess the risk and reward of transactions when making business decisions, with consideration for the firm's reputation.
  • Lead strong governance and controls.
  • Partner with Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure.
  • Adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
  • Adhere to policies and procedures communicated for the role.
  • Obtain and maintain all registrations and licenses required for the role within the appropriate timeframe.
  • Drive compliance with applicable laws, rules, and regulations; apply sound ethical judgment; and escalate, manage, and report control issues transparently.
Desired Qualifications
  • Broad client relationships.
  • Negotiation and persuasion skills.
  • Fluency in additional languages.
  • A master's degree.

Citi provides financial services including consumer banking, credit, investment banking, and wealth management to individuals, corporations, and governments. The company operates by earning interest on loans and collecting fees for managing investments, processing trades, and facilitating cross-border transactions through its digital platforms. Unlike many local banks, Citi maintains a physical and digital presence in over 160 countries, allowing it to serve as a single partner for clients with global financial needs. Its goal is to drive growth and profitability for its clients and shareholders while supporting environmental and social sustainability initiatives.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

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Simplify Jobs

Simplify's Take

What believers are saying

  • Services revenue rose 17% in first-half 2026, with custody assets up 22%.
  • Citi acquired Kard on August 13, 2026, targeting 70 million cardmembers.
  • Adam Clark joins Citi Wealth in November 2026, strengthening ultra-high-net-worth planning.

What critics are saying

  • Federal Reserve and OCC keep pressure on Citi's data controls after repeated failures.
  • A June 2026 lawsuit alleges Citi illegally fired a risk executive for raising issues.
  • Bitcoin custody pits Citi against Coinbase, BNY Mellon, and JPMorgan in low-margin infrastructure.

What makes Citi unique

  • Citi spans 160 countries, combining global banking, services, and wealth under one franchise.
  • Custody+ launched August 18, 2026, unifying real-time servicing, FX, liquidity, and Bitcoin custody.
  • Citi trained 4,000 AI stewards and reports nearly 90% employee AI-tool usage.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Company News

Yahoo Finance
Aug 19th, 2026
Citigroup launches Custody+ platform to strengthen digital asset capabilities

Citigroup is expanding its digital asset infrastructure with the launch of Custody+, a new platform combining faster settlement, real-time asset servicing, foreign exchange, liquidity management and planned digital asset custody. The platform complements Citi Token Services, which enables round-the-clock transfers of tokenised deposits. Citigroup's Services segment showed strong momentum in the first half of 2026, with revenues up 17% year-on-year. Assets under custody rose 22% to approximately $35 trillion, whilst Securities Services deposits increased 15% to $165 billion. The bank invests over $2 billion annually in its Services platform. An initial Bitcoin offering is expected later in 2026. Morgan Stanley has also entered the space with the launch of Ethereum and Solana trusts.

Yahoo Finance
Aug 18th, 2026
BlackRock reaffirms 1-2% Bitcoin allocation as Citi launches crypto custody this year

Bitcoin tested $65,000 on Tuesday as two Wall Street institutions deepened their cryptocurrency commitments. BlackRock reiterated its recommendation for a 1–2% portfolio allocation to Bitcoin, arguing the recent selloff stemmed from forced selling rather than weakened fundamentals. The asset manager's iShares Bitcoin Trust held over $47 billion by March 2026. Meanwhile, Citi unveiled Custody+, a new platform that will offer Bitcoin custody alongside traditional assets later this year. The bank is investing over $2 billion annually in platform infrastructure covering more than 100 markets. Amit Agarwal, head of custody at Citi Investor Services, said the platform matches clients' strategy speeds. Bitcoin traded near $64,708 at press time, roughly 50% below its October 2025 peak.

PR Newswire
Aug 18th, 2026
Hopscotch Primary Care raises $53M to expand tech-enabled healthcare in rural America

Hopscotch Primary Care, a technology-enabled primary care provider serving rural communities, has raised $53 million in Series D funding. Lead investors include 8VC and Townhall Ventures, with participation from existing backers and new investors including the Autism Impact Fund, John Doerr, Dr Richard Merkin, and the Leon Levine Foundation. Founded in 2021, Hopscotch serves over 15,000 patients across 12 locations in the southeastern United States, with its largest concentration in rural Western North Carolina. The company will use the funding to expand access across the region, enter new rural markets, and scale its technology operations. Hopscotch reports a Net Promoter Score of 89, patient retention above 90%, and profitable operations in Western North Carolina. The company offers same-day visits and 24/7 access to care teams.

Associated Press
Aug 18th, 2026
Citi launches Custody+ with real-time solutions and Bitcoin custody after $2B annual platform investment

Citi Investor Services has launched Custody+, a suite of near- and real-time custody solutions designed for institutional investors navigating compressed settlement cycles and continuous markets. The announcement follows completion of the US rollout of Citi's patented Single Event Processing technology. Custody+ offers a modular ecosystem adaptable to client workflows at scale. Key capabilities include real-time asset servicing, which has reduced processing times for voluntary corporate actions by up to 92%, with 96% of US voluntary events now processed under two hours. The suite also features instant settlements, on-demand foreign exchange, and real-time cash and liquidity solutions. Citi expects to launch digital asset custody later this year, starting with Bitcoin. The bank invests over $2 billion annually in its platform strategy, supporting clients in over 100 markets worldwide.

Yahoo Finance
Aug 17th, 2026
Citigroup names Adam Clark wealth planning head after JP Morgan departure

Citigroup has appointed Adam Clark as head of wealth planning, according to an internal memo. Clark will join from J.P. Morgan, where he served as global head of Trusts and Estates, overseeing 500 staff across 40 offices worldwide. He replaces Mike Troth, who held the position on an interim basis. Clark is set to begin in November after completing garden leave and will be based in New York. At J.P. Morgan, Clark managed the bank's global trusts and estates operations and worked with ultra-high-net-worth clients on complex financial matters. Previously, he spent seven years at Goldman Sachs in roles including president of the Goldman Sachs Trust Company. Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.