TN Visa Equity Trader Jobs
Equity Trader roles qualify for TN visa sponsorship under the USMCA's Economist category, which covers financial analysis and securities trading positions requiring a relevant bachelor's degree. Canadian citizens can apply at the border or a U.S. consulate without a lottery. Mexican citizens require a consular appointment. Employers file a TN support letter confirming the specialty occupation.
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Get Access To All JobsINTRODUCTION
The Sales Trader is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Sales Trader also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Market Citigroup’s execution capabilities, contribute to team strategy and deliver a high level of customer service.
- Develop new relationships, cement current relationships and share existing relationships with Citi colleagues.
- Cross sell into Swaps / ETFs / PB / Derivatives etc. and offer certain client full sales trading plus trading coverage.
- Ensure compliance with all relevant regulations and internal policy.
- Lead strong governance and controls.
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure.
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
- Adhere to all policies and procedures as defined by your role which will be communicated to you.
- Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
BASIC QUALIFICATIONS:
- 6-10 years of relevant experience.
- Experience in developing and maintaining client relationships, from acquisition to ownership of prominent institutional accounts.
- Knowledge of equity trading, different trading strategies, equities, the market place and market issues.
- Consistently demonstrate clear and concise written and verbal communication.
- Proven negotiation and persuasion skills.
- Proven ability to prioritize workload effectively to meet deadlines.
- Fluency in additional languages desired.
Education:
- Bachelor's degree/University degree or equivalent experience.
- Master's degree preferred.
JOB FAMILY GROUP:
Institutional Sales
JOB FAMILY:
Investor Sales
TIME TYPE:
Full time
PRIMARY LOCATION:
New York New York United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$175,000.00 - $250,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Mar 27, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Sales Trader is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Sales Trader also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Market Citigroup’s execution capabilities, contribute to team strategy and deliver a high level of customer service.
- Develop new relationships, cement current relationships and share existing relationships with Citi colleagues.
- Cross sell into Swaps / ETFs / PB / Derivatives etc. and offer certain client full sales trading plus trading coverage.
- Ensure compliance with all relevant regulations and internal policy.
- Lead strong governance and controls.
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure.
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
- Adhere to all policies and procedures as defined by your role which will be communicated to you.
- Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
BASIC QUALIFICATIONS:
- 6-10 years of relevant experience.
- Experience in developing and maintaining client relationships, from acquisition to ownership of prominent institutional accounts.
- Knowledge of equity trading, different trading strategies, equities, the market place and market issues.
- Consistently demonstrate clear and concise written and verbal communication.
- Proven negotiation and persuasion skills.
- Proven ability to prioritize workload effectively to meet deadlines.
- Fluency in additional languages desired.
Education:
- Bachelor's degree/University degree or equivalent experience.
- Master's degree preferred.
JOB FAMILY GROUP:
Institutional Sales
JOB FAMILY:
Investor Sales
TIME TYPE:
Full time
PRIMARY LOCATION:
New York New York United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$175,000.00 - $250,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Mar 27, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all 7+ Equity Trader jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Equity Trader roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as an Equity Trader
Frame your credentials around Economist category
TN visa covers Equity Traders under the Economist category, not a standalone trader classification. Your degree in economics, finance, or a related field must clearly map to securities analysis and trading functions when you present credentials to CBP or at the consulate.
Target firms with recent visa sponsorship experience
Broker-dealers, proprietary trading firms, and asset managers with recent visa filings understand the support letter requirements for TN sponsorship. Ask HR directly whether they have sponsored work visa candidates before and whether their legal team has experience with professional visa categories like Economist.
Search TN-sponsoring employers using Migrate Mate
Filter by Equity Trader roles and TN visa eligibility on Migrate Mate to surface employers actively offering sponsorship. This cuts the time you spend screening firms that don't yet have a TN filing process in place.
Build a degree-to-duties paper trail early
CBP officers at the border assess whether your bachelor's degree directly supports equity trading duties. Document how your coursework in financial modeling, derivatives, or portfolio theory applies to the specific desk or strategy you'll be joining before your crossing date.
Negotiate the support letter scope with your employer
The TN support letter must specify your role as an Economist-category professional performing securities analysis and trading. Review a draft before signing your offer to confirm it doesn't use generic trader language that could raise questions at the port of entry or consulate window.
Plan around FINRA licensing requirements after entry
Many Equity Trader roles require Series 57 or Series 7 licensing, which you can only sit for after your employer files the U4 form following your U.S. start date. Confirm with your employer how they structure the post-entry licensing timeline so your first weeks aren't stalled.
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Find Equity Trader JobsEquity Trader TN Visa: Frequently Asked Questions
Does the Equity Trader job title qualify for a TN visa?
Equity Trader is not a listed TN category by title, but it qualifies under the Economist category when the role involves securities analysis, market research, and trading strategy grounded in economic principles. Your job offer letter and employer support letter must describe duties in those terms, and your degree must align with the economic analysis function of the role.
How does TN compare to H-1B for Equity Trader positions?
TN has no annual lottery, no cap for Canadians, and no USCIS petition for Canadian applicants crossing by land or air. H-1B requires surviving a random lottery that accepts roughly one in four registrants, then waiting months for USCIS adjudication. For a Canadian finance professional with a qualifying degree and a confirmed offer, TN is a faster and more predictable path to starting work.
Can I search for Equity Trader roles that already offer TN sponsorship?
Yes. Migrate Mate lets you filter job listings by TN visa eligibility and role type, so you can identify employers who have already committed to sponsoring TN workers in trading and finance roles. This saves you from advancing through interview processes with firms that have no TN infrastructure in place.
What happens if my employer wants me on a prop trading desk rather than an institutional desk?
Proprietary trading roles can still qualify under the Economist category, but the duties description in your TN support letter becomes more important. CBP and consular officers scrutinize prop trader applications more closely because the economic analysis component is less obvious. Your support letter should emphasize quantitative research, market analysis, and strategy development over execution volume or P&L responsibility.
Can Mexican citizens get TN sponsorship for Equity Trader jobs in the U.S.?
Yes, Mexican citizens qualify for TN under USMCA and can work as Equity Traders under the Economist category. Unlike Canadians, Mexican nationals must apply at a U.S. consulate in Mexico rather than at a port of entry. The same degree and duties requirements apply, and your employer must provide a detailed support letter confirming specialty occupation status before your consular interview.
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