Investment Counselor Team Lead - Central Region

Citi Handlowy

Dallas, Texas, United States
Base: $250,000.00 - $500,000.00; bonus/equity: dis...
15+ years investment 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 the region

Job Summary

  • The role involves managing multiple teams of senior professionals to deliver the CPB Investments Business strategy across the region.
  • Candidates must possess extensive technical qualifications including a solid understanding of macroeconomic environments and client-specific investment recommendations.
  • The position offers a competitive salary range of $250,000.00 to $500,000.00 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 the region.

Salary

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

Skills & Requirements

Must-have

  • 15+ years investment experience
  • Manage business P&L and sales functions
  • Deep knowledge of Capital Markets products
  • Discretionary and advisory asset management expertise
  • Portfolio construction and risk management skills

Nice-to-have

  • Strong organizational and strategic communication skills
  • Ability to attract and retain top talent
  • Experience with structured products and hedging
  • Proven track record in complex global organizations

Key Requirements

  • 15+ years of experience
  • CFA or MBA degree preferred
  • S7, S66 (or 63) & S3 securities exams
  • Bachelor's degree required, Master's preferred

Work Rights

Not specified

Tailored Resume

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