This strategic role involves educating bankers and investment counselors on managed investment products to drive business growth
Job Summary
This strategic role involves educating bankers and investment counselors on managed investment products to drive business growth.
The position requires acting as an internal product expert to develop marketing programs and support after-sales servicing for complex clients.
Citi offers competitive benefits including medical coverage, 401(k) matching, and paid time off packages alongside a salary range of $176,720.00 - $265,080.00.
Matching Summary
This strategic role involves educating bankers and investment counselors on managed investment products to drive business growth.
Salary
Base: $176,720.00 - $265,080.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off
Skills & Requirements
Must-have
10+ years investment product experience
Private Banking background required
Series 7 and Series 63/66 licenses
Managed investment products expertise
Internal sales team education
Nice-to-have
Discretionary investment offering background
Creative problem-solving skills
Global market condition analysis
Strong diplomatic communication skills
Track record of building client relationships
Key Requirements
Minimum 10 years of experience in investment products
FINRA Licensed Series 7, 63/66
Prior Private Banking experience
Bachelor's degree required, Master's preferred
Background in discretionary investment offerings preferred