Investment Counselor Team Lead - Central Region

Citi Handlowy

Dallas, Texas, United States
Base: $250,000.00 - $500,000.00; bonus/equity: dis...
On-site
Manage multiple teams of senior professionals
Comprehensive understanding of investment systems and theories
In-depth industry and competitor knowledge
The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers, requiring a broad and comprehensive understanding of relevant systems, theories, and practices

Job Summary

  • The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers, requiring a broad and comprehensive understanding of relevant systems, theories, and practices.
  • Responsibilities include the effective coordination, management, and delivery of all aspects of the CPB Investments Business within the region, managing direct and matrix reports to meet financial targets and standards.
  • The role requires demonstrable strong organizational skills, the capacity to effectively engage and influence business partners, and the ability to attract, develop, and retain talent.

Matching Summary

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

Salary

Base: $250,000.00 - $500,000.00; 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 packages

Skills & Requirements

Must-have

  • Manage multiple teams of senior professionals
  • Comprehensive understanding of investment systems and theories
  • In-depth industry and competitor knowledge
  • Develop and execute regional business strategy
  • Client segmentation and coverage
  • Product positioning and development
  • Regulatory compliance and risk management
  • Revenue and expense management
  • Client interaction and feedback solicitation
  • Recruit, develop, and retain talent
  • Engage with ICG Markets, CIM, and CIM-Alts
  • Manage business P&L
  • Manage sales and service functions
  • Assess risk and ensure compliance

Nice-to-have

  • Trusted advisor to target market clients
  • Face of the Investments business
  • Build strong client relationships
  • Deliver best of the Citi platform
  • Operational efficiencies
  • Sound ethical judgment

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
  • Securities Industry Exam (SIE)
  • S7, S66 (or 63) & S3 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter