Investment Counselor Team Lead

Citi

Investment Counselor Team Lead managing the CPB Investments Business across the Central Region in the United States. Overseeing multiple teams, ensuring financial targets and business strategies are met.

Posted 4/14/2026full-timeDallas • Illinois, Texas • 🇺🇸 United StatesSenior💰 $250,000 - $500,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment advicebusiness strategy developmentP&L managementsales managementclient service management

Soft Skills

leadershipclient interactionteam managementcommunication

Certifications

CFAMBAS7S66S3Securities Industry Exam (SIE)