Investment Counselor Team Lead - Central Region

Publix Serving (Civica)

Dallas, Texas, United States
Base: $250,000.00 - $500,000.00; bonus/equity: not...
On-site
Manage multiple teams of senior professionals
In-depth industry and competitor knowledge
Develop and execute business strategy
The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers, requiring comprehensive understanding of systems, theories, and practices

Job Summary

  • The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers, requiring comprehensive understanding of systems, theories, and practices.
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets.
  • Develops medium- to long-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units.

Matching Summary

The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers, requiring comprehensive understanding of systems, theories, and practices.

Salary

Base: $250,000.00 - $500,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Manage multiple teams of senior professionals
  • In-depth industry and competitor knowledge
  • Develop and execute business strategy
  • Client segmentation and coverage
  • Product positioning and development
  • Regulatory compliance and risk management
  • Revenue and expense management
  • Capital Markets products experience
  • Discretionary and advisory asset management

Nice-to-have

  • Trusted advisor to target market clients
  • Build strong client relationships
  • Recruit, develop, promote and retain talent
  • Engage, leverage, and partner with ICG Markets

Key Requirements

  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions
  • Managerial experience
  • Demonstrable track record in managing a business P&L
  • Demonstrable track record in managing sales and service functions
  • S7, S66 (or 63) & S3 securities licenses

Work Rights

Not specified

Tailored Resume

Cover Letter