Investment Counselor Team Lead - Central Region

• Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
• Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
• Development and execution of the region's broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
• Through continuous direct client interaction, solicit client feedback on CPB's Investments business, and drive platform and product initiatives to maintain CPB's pre-eminent relevance and stated goal as trusted advisor to all target market clients
• Provide leadership as the Face of the Investments business to all clients in the region
• Manages a large team of investment professionals including Investment Counselors and Product Specialists
• Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients
• Effectively recruit, develop, promote and retain talented professionals across the NAM investments organization
• Effectively engage, leverage, and partner with ICG Markets, CIM and CIM-Alts to provide exceptional investment offerings to CPB clients
• In accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

• 15+ years of experience
• Extensive experience in providing investment advice and solutions as well as managerial experience
• Demonstrable track record in managing a business P&L
• Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
• S7, S66 (or 63) & S3
• NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
• Bachelor's/University degree, Master's degree preferred
• CFA, MBA degree or other advance degree a plus

CFA, MBA degree or other advance degree a plus

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays