Head of Equity Advisory / Direct to Desk - Director

Citi Wealth is seeking a dynamic and client-driven equity professional to lead the Americas Equity Advisory function within its Global Capital Markets organization. This role is the primary owner of the equity narrative for Citi Wealth in North America and Latin America — responsible for generating and communicating compelling equity strategy, thematic investment ideas, and actionable trade recommendations that inspire advisors and clients to engage and act.

This is not a portfolio management role. The focus is on idea generation, thematic implementation, investment insights, and advising clients around their existing equity holdings. The successful candidate will build and grow their own book of active private banking clients through direct coverage while simultaneously serving as the key equity resource for Citi Wealth's internal advisor network. They will partner closely with Equity Research, the Chief Investment Office (CIO), and Equity Trading to ensure advisory views are grounded in rigorous analysis and executable in the market.

The Direct to Desk component of this role means the candidate will engage directly with clients — providing real-time equity strategy, trade ideas, and implementation guidance in a high-touch, relationship-driven model.

Key Responsibilities

Equity Strategy & Idea Generation

• Own and drive the equity investment narrative for Citi Wealth North America and Latin America, developing and communicating thematic views, sector ideas, and tactical trade recommendations.
• Generate actionable equity trade ideas and implementation strategies tailored to the needs of high-net-worth and ultra-high-net-worth private wealth clients.
• Advise clients on their existing equity holdings, including concentration management, options overlays, and thematic repositioning opportunities.
• Partner with Equity Research and the CIO to ensure advisory content is analytically grounded, differentiated, and aligned with the firm's broader investment outlook.

Client Coverage & Business Development

• Build and grow a direct book of active private banking clients, serving as their primary equity advisor and point of contact for equity strategy and implementation.
• Engage directly with clients via the Direct to Desk model, providing real-time market insights, trade ideas, and execution support in coordination with Equity Trading.
• Partner with Private Bankers, Relationship Managers, and Sales teams to deepen client relationships and drive new business opportunities.

Advisor Enablement

• Serve as the go-to equity resource for Citi Wealth's internal advisor network, providing market insights, trade ideas, and client-ready content that advisors can leverage in their own client conversations.
• Create and deliver high-quality, compelling equity content — including written commentary, presentations, and live market updates — that drives advisor engagement and client action.
• Conduct regular internal training sessions, market briefings, and investment forums to elevate the equity knowledge and confidence of the advisor community.

Leadership & Talent Development

• Lead and manage the Americas Equity Advisory team, setting clear expectations, fostering a collaborative culture, and developing talent at all levels.
• Drive a performance-oriented culture focused on business growth, client impact, and intellectual rigor.

Qualifications

• Minimum of 10 years of experience in equity markets, equity research, or equity advisory roles within a financial institution, private bank, or wealth management platform.
• Strong understanding of equity market dynamics, sector analysis, derivatives, and thematic investment frameworks.
• Demonstrated experience advising high-net-worth and ultra-high-net-worth private wealth clients on equity strategy and implementation.
• Proven ability to generate original investment ideas and communicate them compellingly to both clients and internal audiences.
• Exceptional public speaking and presentation skills — this role requires the ability to command a room, inspire action, and represent Citi Wealth's equity franchise at the highest level.
• Series 7, 63, and 65 (or 66) licenses required (or ability to obtain within a defined timeframe).

Skills and Competencies

• Equity market expertise and thematic idea generation
• Exceptional client-facing communication and public speaking
• Business development and relationship management
• Advisor enablement and internal influence
• Partnership with Research, CIO, and Trading
• Leadership and talent development
• Intellectual curiosity and investment conviction

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Capital Markets

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 23, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.