Investment Counselor Team Lead - Central Region

Manages multiple teams of senior professionals through other senior managers. Requires a broad and comprehensive understanding of different systems, theories, and practices relevant to the function, as well as practical experience across multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is necessary to contribute to the commercial objectives of the business. Requires a thorough understanding of the strategic direction of the function within the business, combined with solid conceptual and practical grounding in both the function and area of expertise. Excellent communication skills are required to influence a wide range of audiences. The role involves both internal and external negotiations with major impact on the managed area and potentially the broader organization.

Responsibilities

• Coordinate, manage, and deliver all aspects of the CPB Investments Business within the region, including CIM, Capital Markets, and core functions.
• Manage direct and matrix reports across the Investments business to meet financial targets and internal/external standards.
• Develop and execute the region’s broader business strategy, including client segmentation, product positioning, platform enhancements, regulatory compliance, risk control, and revenue/expense management in coordination with Regional and Global Heads of Investments.
• Solicit client feedback through direct interaction and drive platform/product initiatives to maintain CPB’s relevance as a trusted advisor.
• Serve as the "Face" of the Investments business to all regional clients.
• Lead a large team of investment professionals, including Investment Counselors and Product Specialists, in partnership with senior leadership, Private Bankers, and other stakeholders to build client relationships and deliver Citi’s platform.
• Recruit, develop, promote, and retain talented professionals across the NAM investments organization.
• Engage and partner with ICG Markets, CIM, and CIM-Alts to provide exceptional investment offerings to CPB clients.
• Deliver revenue growth by managing cost-to-income ratios, expenses, and operational efficiencies to meet financial targets set by leadership.
• Assess risk in business decisions, ensuring compliance with laws, policies, and ethical standards while safeguarding Citi’s reputation and assets.

Requirements

• Demonstrable strong organizational skills, including formulating, communicating, and implementing business and investment strategies.
• Ability to engage and influence business partners and navigate a complex global organization.
• Capacity to attract, develop, and retain talent.
• Solid technical investment qualifications, including macroeconomic analysis, investment views based on Citi’s research, and client-specific recommendations.
• Experience with Capital Markets products, including structured products, hedging, and pay-off structures.
• Experience in discretionary and advisory asset management, including portfolio construction, asset allocation, and risk management.
• Broad understanding of value drivers across traditional, levered, and alternative investment strategies.
• Securities licenses: S7, S66 (or 63), with SIE as a prerequisite.

Qualifications

• 15+ years of experience in investment advice, solutions, and managerial roles.
• Demonstrable track record in managing a business P&L and sales/service functions for a large, complex client-focused investment organization.
• CFA, MBA, or other advanced degree preferred.

Education

Bachelor’s degree required; Master’s degree preferred.

Pay

$250,000.00 - $500,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Schedule

Full time.