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Citi

Investment Counselor Team Lead, Managing Director

Citi

. Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region .

Posted 5/22/2026full-timeAtlanta • Florida • 🇺🇸 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
  • 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
  • Works effectively across the region to build strong client relationships
  • Deliver continued revenue growth

Requirements

What you’ll need
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions
  • 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
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment advicebusiness strategyP&L managementsales managementclient relationship managementfinancial targetsrevenue growthinvestment solutionsteam managementclient feedback solicitation
Soft Skills
leadershipcommunicationinterpersonal skillsclient-focusedcollaborationstrategic thinkingproblem-solvingrelationship buildingorganizational skillsadaptability
Certifications
CFAMBAS7S66S63S3Securities Industry Exam (SIE)