West Region Investment Counsel Group Lead

Citi; San Francisco (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off packages

Job summary

Citi is seeking an Investment Counselor Group Manager in San Francisco, California. This role focuses on leading investment revenue growth with Ultra High Net Worth clients while directing a professional team. Candidates must have a solid background in investment strategies and client relations, along with robust managerial experience.

The successful applicant will play a pivotal role in coaching professionals, conducting client meetings, and ensuring risk compliance. A Bachelor's degree and at least 10 years of relevant experience are required.

Qualifications

• 10+ years of experience in investment advice and managerial roles.
• Ability to communicate capital markets strategies.
• Experience managing investment portfolios with high net worth clients.

Responsibilities

• Lead growth in investment revenue and AUMs with Ultra High Net Worth clients.
• Coach and motivate client-facing professionals.
• Implement a strategic advisory approach to account planning.

Skills

Investment advice

Managerial experience

Client relations

Risk assessment

Strong communication

Education

Bachelor’s degree

Master’s degree preferred

Job description

Citi is seeking an Investment Counselor Group Manager in San Francisco, California. This role focuses on leading investment revenue growth with Ultra High Net Worth clients while directing a professional team. Candidates must have a solid background in investment strategies and client relations, along with robust managerial experience.

The successful applicant will play a pivotal role in coaching professionals, conducting client meetings, and ensuring risk compliance. A Bachelor's degree and at least 10 years of relevant experience are required.