Americas Head Of Equity Advisory / Direct To Desk - Director

Citi Handlowy

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
Equity market expertise and thematic idea generation
Advising high-net-worth private wealth clients
Generating actionable equity 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 strategy and trade 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 strategy and trade 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 employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

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 strategy and trade ideas.

Salary

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

Skills & Requirements

Must-have

  • Equity market expertise and thematic idea generation
  • Advising high-net-worth private wealth clients
  • Generating actionable equity trade recommendations
  • Partnering with Equity Research and CIO
  • Direct client coverage and relationship management

Nice-to-have

  • Exceptional public speaking and presentation skills
  • Intellectual curiosity and investment conviction
  • Ability to command a room and inspire action
  • Experience in options overlays and concentration management

Key Requirements

  • Minimum 10 years experience in equity markets or advisory
  • Series 7, 63, and 65 (or 66) licenses required
  • Proven ability to advise ultra-high-net-worth clients
  • Strong understanding of derivatives and sector analysis

Work Rights

Not specified

Tailored Resume

Cover Letter