Citi · 2 weeks ago
Rates Finance Desk Salesperson, Vice President
New York, NY
Full-time
Onsite
Mid, Senior Level
$175K/yr - $250K/yr
5+ years expCiti is a leading financial services company, and they are seeking a Rates Finance Desk Salesperson at the Vice President level. This role is primarily responsible for assisting clients in capital market fundraising and providing strategic advisory services for financial transactions, while also acting as an intermediary in client trading.
BankingFinanceFinancial Services
Responsibilities
Sales & Marketing Strategy: Refining and implementing sales/marketing strategies to enhance Citi's client footprint and maximize revenue
Market Planning: Collaborating with management to establish clear marketing plans, priorities, market penetration, and revenue goals
Client Engagement & Product Sales: Leveraging contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue, with a particular emphasis on selling front-end cash products such as agency discount notes, cash bills, and front-end rates products
Transaction Advisory: Advising teams on strategic positioning and closing transactions, coordinating with various internal stakeholders (structuring, trading, legal, credit, risk, etc.)
Relationship Building: Forging relationships with other salespeople to leverage Citi's franchise and source relevant buying and selling opportunities
Governance & Control: Leading strong governance and controls, working closely with control functions (Legal, Compliance, Market and Credit Risk, Audit, Finance) to ensure appropriate infrastructure
Ethical Conduct: Building a culture of responsible finance, good governance, supervision, expense discipline, and ethics
Risk Management: Appropriately assessing risk/reward in business decisions, considering the firm's reputation, and safeguarding Citigroup, its clients, and assets by complying with laws, policies, and ethical judgment
Compliance: Adhering to Citi's Code of Conduct, the Plan of Supervision for Global Markets and Securities Services, all defined policies and procedures, and obtaining/maintaining required registrations/licenses
Qualification
Required
5-10 years of relevant experience
Experience in a client-facing role working with the buy-side community and sales experience at a financial services organization
Demonstrated expertise in market funds, cash providers, and selling front-end cash products (including agency discount notes, cash bills, front-end rates products is key). Essential experience includes Mortgage repo, tri-party repo, US treasury bills, short coupons, and agency discount notes. Front-end rates experience is critical
Proven interpersonal and problem-solving skills, consistently demonstrating clear and concise written and verbal communication
Must have or be able to obtain required licenses including Series 3, 7, 55 and 63
Bachelor's degree/University degree or equivalent experience
Preferred
Broad client relationships preferred
Experience with commercial paper (preferred)
Master's degree in business or a related field
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
Company data provided by crunchbase