Citigroup

Citigroup

Americas Head of Equity Advisory / Direct to Desk - Director

New York New York United States, USA · Director · Full-time

Sponsorship not specified$170k-$300kDetected 2 days ago
Business DevelopmentResearchLeadershipCommunicationPublic Speaking

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odds of building a lasting career here

60Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • 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 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.

Responsibilities

  • Partner with Private Bankers, Relationship Managers, and Sales teams to deepen client relationships and drive new business opportunities.
  • Drive a performance-oriented culture focused on business growth, client impact, and intellectual rigor.

Requirements

  • Proven ability to generate original investment ideas and communicate them compellingly to both clients and internal audiences.
  • Series 7, 63, and 65 (or 66) licenses required (or ability to obtain within a defined timeframe).
  • 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.
  • 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.
  • Skills and Competencies

Skills

  • 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

Compensation

  • $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.

Benefits

  • 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.
  • 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.
  • 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.
  • Lead and manage the Americas Equity Advisory team, setting clear expectations, fostering a collaborative culture, and developing talent at all levels.

Equal opportunity

  • View Citi's EEO Policy Statement and the Know Your Rights poster.
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This listing is sourced directly from Citigroup's careers page and normalized into a canonical job model.