Investment Counselor Team Lead - Central Region

Work From Home With CiCi

Dallas, Texas, United States
Base: $250,000.00 - $500,000.00; bonus/equity: dis...
15+ years investment advice experience
Manage business p&l and sales functions
Deep knowledge of capital markets products
The role involves managing multiple teams of senior professionals to deliver the CPB Investments Business strategy across a large region

Job Summary

  • The role involves managing multiple teams of senior professionals to deliver the CPB Investments Business strategy across a large region.
  • Candidates must possess extensive technical qualifications including the ability to formulate macroeconomic views and manage complex client portfolios.
  • The position offers a competitive salary range of $250,000 to $500,000 along with comprehensive benefits including medical, dental, vision, and 401(k) coverage.

Matching Summary

The role involves managing multiple teams of senior professionals to deliver the CPB Investments Business strategy across a large region.

Salary

Base: $250,000.00 - $500,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off

Skills & Requirements

Must-have

  • 15+ years investment advice experience
  • Manage business P&L and sales functions
  • Deep knowledge of Capital Markets products
  • Discretionary and advisory asset management expertise
  • Strong organizational and strategic planning skills

Nice-to-have

  • CFA or MBA advanced degree preferred
  • Experience with structured products and hedging
  • Ability to influence global organization partners
  • Track record in talent development and retention

Key Requirements

  • 15+ years of professional experience
  • S7, S66 (or 63), and S3 securities licenses
  • Bachelor's degree required; Master's degree preferred
  • Demonstrable track record managing business P&L

Work Rights

Not specified

Tailored Resume

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