South Investment Counselor Team Lead

Citi Handlowy

Atlanta, Georgia, United States
Base: $250,000 - $500,000; bonus/equity: discretio...
On-site
Manage multiple teams of senior professionals
Comprehensive understanding of investment systems
In-depth industry knowledge
Manages multiple teams of senior professionals, requiring a comprehensive understanding of investment systems, industry knowledge, and strategic business execution

Job Summary

  • Manages multiple teams of senior professionals, requiring a comprehensive understanding of investment systems, industry knowledge, and strategic business execution.
  • Responsible for the effective coordination, management, and delivery of the Investments Business within the region, including strategy development, client engagement, and financial target achievement.
  • Requires strong organizational skills, technical investment qualifications, experience in capital markets, discretionary and advisory asset management, and the ability to assess risk and ensure compliance.

Matching Summary

Manages multiple teams of senior professionals, requiring a comprehensive understanding of investment systems, industry knowledge, and strategic business execution.

Salary

Base: $250,000 - $500,000; Bonus/Equity: Discretionary and formulaic incentive and retention awards; 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
  • comprehensive understanding of investment systems
  • in-depth industry knowledge
  • develop and execute business strategy
  • client segmentation and coverage
  • product positioning and development
  • regulatory compliance and risk control
  • revenue and expense management
  • client interaction and feedback
  • recruit, develop, promote and retain talent
  • engage and leverage capital markets
  • manage business P&L
  • manage sales and service functions
  • assess risk and ensure compliance

Nice-to-have

  • trusted advisor to clients
  • build strong client relationships
  • provide exceptional investment offerings
  • operational efficiencies
  • sound ethical judgment

Key Requirements

  • 15+ years of experience
  • Extensive investment advice and solutions experience
  • Managerial experience
  • CFA, MBA degree or other advanced degree a plus
  • Demonstrable track record managing business P&L
  • Demonstrable track record managing sales and service functions
  • S7, S66 (or 63) & S3 licenses
  • Bachelor's/University degree, Master's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter