CareerPlan

NAM Futures Strategy Salesperson, Director

New York, NY, USFull-time$200k–$300k2026-10-20 → 2026-11-09
Based in United States

Core

Senior-level salesperson acting as a strategic advisor to clients in capital markets, assisting in raising funds and providing advisory services for mergers, acquisitions, and financial transactions.

Role type

Director-level Institutional Sales

Builds

Capital raising solutions and strategic advisory for mergers and acquisitions

Domain

Financial Services / Capital Markets

Required skills

Capital markets sales, strategic advisory, client relationship management, transaction structuring, risk assessment, regulatory compliance, governance, marketing strategy execution

Preferred skills

Buy-side community experience, broad client network, Series 3/7/55/63 licenses, Master's degree

Technologies

N/A

Responsibilities

Refine and implement sales/marketing strategy to maximize revenue; Leverage contact network to understand client needs and introduce Citi offerings; Advise team in strategic positioning and closing transactions with internal stakeholders; Forge relationships with salespeople to source buying and selling opportunities; Lead strong governance and controls; Appropriately assess risk/reward of transactions; Obtain and maintain required licenses

Seniority

Director, senior IC