South Investment Counselor Team Lead

Workforcity

Atlanta, Georgia, United States
Base: $250,000 - $500,000; bonus/equity: not speci...
Strong organizational skills
Investment advice and solutions experience
Ability to manage a business p&l
The role involves managing multiple teams of investment professionals to achieve financial targets

Job Summary

  • The role involves managing multiple teams of investment professionals to achieve financial targets.
  • The incumbent will develop and execute the region's broader business strategy.
  • Citi offers competitive employee benefits, including medical, dental, and vision coverage.

Matching Summary

The role involves managing multiple teams of investment professionals to achieve financial targets.

Salary

Base: $250,000 - $500,000; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Strong organizational skills
  • Investment advice and solutions experience
  • Ability to manage a business P&L

Nice-to-have

  • Ability to attract and retain talent
  • Excellent communication skills
  • Experience in client interaction

Key Requirements

  • 15+ years of experience
  • CFA or MBA preferred
  • S7, S66 (or 63) & S3 certifications

Work Rights

Not specified

Tailored Resume

Cover Letter