Americas Equity Advisory Lead

Job Description

Americas Head of Equity Advisory / Direct to Desk – Director | Citi

The Tone:
This is a full-time role at Citi, located in New York, NY. Citi is a global financial institution within wealth management and capital markets. This role is crucial as the primary owner of the equity narrative for Citi Wealth in North and Latin America, responsible for generating investment ideas and advising clients directly. The position plays a central part in inspiring both internal advisors and private wealth clients to engage with compelling equity strategies and act on recommendations.

The TL;DR
• Role: Director
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $170000–$300000 yearly
• Team: Leads the Americas Equity Advisory team within the Global Capital Markets organization.
• Mission: Own and drive the equity investment narrative for Citi Wealth in North and Latin America, generating actionable ideas and advising clients on their equity holdings.

What You’ll Actually Do
• Equity Strategy: Own and drive the equity investment narrative for Citi Wealth in North America and Latin America, developing thematic views, sector ideas, and tactical trade recommendations.
• Client Coverage: Build and grow a direct book of active private banking clients, serving as their primary equity advisor for strategy and implementation.
• Direct Engagement: Engage directly with clients via the Direct to Desk model, providing real-time market insights, trade ideas, and execution support in a high-touch, relationship-driven manner.
• Advisor Enablement: Serve as the primary equity resource for Citi Wealth’s internal advisor network, providing market insights, trade ideas, and client-ready content to elevate their knowledge.
• Leadership: Lead and manage the Americas Equity Advisory team, setting clear expectations, fostering a collaborative culture, and developing talent at all levels.

The Must-Haves
• Background: Director-level professional with a strong understanding of equity market dynamics, sector analysis, derivatives, and thematic investment frameworks, gained within a financial institution, private bank, or wealth management platform.
• Experience: Minimum of 10 years in equity markets, equity research, or equity advisory roles. Demonstrated experience advising high-net-worth and ultra-high-net-worth private wealth clients on equity strategy and implementation, coupled with a proven ability to generate original investment ideas and communicate them compellingly.
• Skills: Equity market expertise and thematic idea generation, exceptional client-facing communication and public speaking ability, business development and relationship management, and the ability to partner effectively with Equity Research, the Chief Investment Office, and Equity Trading. Series 7, 63, and 65 (or 66) licenses are required or must be obtainable within a defined timeframe.