Managing Director, Investment Counselor Team Lead

Citi

Managing Director leading Ultra High Net Worth investment counseling for Citi. Driving investment revenue and portfolio management while fostering client relationships in a team-oriented environment.

Posted 5/30/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $250,000 - $500,000 per yearWebsite

About the role

Key responsibilities & impact

Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas.
Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.
Instill collaborative and team-oriented behavior, leveraging a wide array of product and other specialists to broaden investment relationships and add value to clients.
Function as the primary client contact and trusted investment advisor for clients.
Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
Actively look for cross sell opportunities in other areas of the bank.
Minimize client’s and Private Bank’s exposure to risk by observing suitability policies and monitoring changes in client’s financial condition as well as industry and economic trends.
Oversee and coordinate the portfolio construction and implementation of investment mandates.

Requirements

What you’ll need

10+ years of experience
Robust experience in providing investment advice and solutions as well as managerial experience.
Bachelor's degree
Robust experience in providing investment advice and solutions as well as managerial experience.
Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
US Only: S7, S66 (or 63 & 65) & 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

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Hard Skills & Tools

investment portfolio constructioninvestment adviceasset allocationfinancial condition monitoringrisk managementcross sellingstrategic advisoryclient relationship managementinvestment mandates implementationmarket analysis

Soft Skills

collaborative behaviorentrepreneurial mindsettrust buildingcommunicationteam-orientedleadershipclient advocacyrelationship cultivationadvisory skillsproblem solving

Certifications

Bachelor's degreeS7S66S3Securities Industry Exam (SIE)6365