Strategic Capital Solutions Lead

In this role you engage ultra-high-net-worth clients to structure and execute bespoke, product-agnostic strategies that balance wealth protection, growth, and monetization. You will work with cross-functional teams to translate complex needs into integrated investment proposals, leveraging Citi’s institutional capabilities. The role emphasizes proactive opportunity creation, rigorous risk-aware advisory, and delivering scalable wealth solutions. You will help advance Citi’s Strategic Capital Solutions platform and drive cross-team collaboration.

• Advise UHNW clients on asset strategies: acquire, dispose, hedge, finance, or monetize large holdings
• Assess exposure, event risk, and required capital to align decisions with goals
• Collaborate with Wealth Planning and Integrated Client Solutions to present investment proposals
• Foster collaboration between Capital Markets and Citi Private Bank teams
• Identify potential UHNW clients via market analysis and internal referrals
• Systematize lead capture and qualification processes for a robust pipeline
• Manage pipeline with analytics-based scoring and resource prioritization
• Report on pipeline progress, market trends, and opportunities to senior management
• Design and deliver complex solutions (block trades, OTC derivatives, tax-aware strategies) tailored to client needs
• Engage with product partners to implement solutions and track outcomes
• Assess risk in client interactions and ensure compliance with laws and Citi policies
• Contribute to Strategic Capital Solutions platform enhancements and governance
• Drive sales across cash equities, derivatives, and financing solutions

• Proven advisory experience in financial services focusing on concentrated assets, wealth management, and capital markets
• Experience with block trades and corporate equity derivatives; strong wealth planning knowledge
• Broad product experience across cash trading, financing, derivatives, and solution structuring
• Excellent interpersonal skills for internal collaboration and external client engagement
• Self-motivated with ability to build relationships across functions and regions
• Ability to manage tight deadlines and communicate fluently in English

• interpersonal skills
• relationship-building
• self-motivation
• block trades
• corporate equity derivatives
• cash trading