Americas Head of Equity Advisory / Direct to Desk - Director

Citigroup

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
On-site
Equity market expertise and thematic idea generation
Direct client coverage for high-net-worth individuals
Ability to generate actionable trade recommendations
This role serves as the primary owner of the equity narrative for Citi Wealth in North America and Latin America, focusing on generating compelling investment ideas

Job Summary

  • This role serves as the primary owner of the equity narrative for Citi Wealth in North America and Latin America, focusing on generating compelling investment ideas.
  • The successful candidate will build and grow a direct book of active private banking clients while serving as the key equity resource for the internal advisor network.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside discretionary incentive awards.

Matching Summary

This role serves as the primary owner of the equity narrative for Citi Wealth in North America and Latin America, focusing on generating compelling investment ideas.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Equity market expertise and thematic idea generation
  • Direct client coverage for high-net-worth individuals
  • Ability to generate actionable trade recommendations
  • Strong understanding of derivatives and sector analysis
  • Exceptional public speaking and presentation skills

Nice-to-have

  • Experience leading internal advisor training sessions
  • Partnership with Equity Research and CIO teams
  • Intellectual curiosity and investment conviction
  • Collaborative culture and talent development focus

Key Requirements

  • Minimum 10 years experience in equity markets or advisory
  • Series 7, 63, and 65 (or 66) licenses required
  • Proven experience advising ultra-high-net-worth private wealth clients
  • Demonstrated ability to communicate complex equity strategies clearly

Work Rights

Not specified

Tailored Resume

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