Investment Counselor Team Lead
Citi
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Illinois • Texas • United States
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Salary
💰 $250,000 - $500,000 per year
Job Level
About the role
- Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region
- Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices.
- Development and execution of the region’s broader business strategy
- Through continuous direct client interaction, solicit client feedback on CPB’s Investments business
- Provide leadership as the “Face” of the Investments business to all clients in the region.
- Manages a large team of investment professionals including Investment Counselors and Product Specialists.
Requirements
- 15+ years of experience
- Extensive experience in providing investment advice and solutions as well as managerial experience.
- CFA, MBA degree or other advance degree a plus
- Demonstrable track record in managing a business P&L
- Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization.
- S7, S66 (or 63) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment advicebusiness strategy developmentP&L managementsales managementclient service management
Soft Skills
leadershipclient interactionteam managementcommunication
Certifications
CFAMBAS7S66S3Securities Industry Exam (SIE)