Investment Counselor Team Lead

## For additional information, please review .
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* Qualifications:

*** 15+ years of experience
* Extensive experience in providing investment advice and solutions as well as managerial experience.
* CFA, MBA degree or other advance degree a plus
* Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes. Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
* US Only: S7, S66 (or 63 & 65), S31 & 24 (or 9 & 10) ;

NOTE:

Securities Industry Exam (SIE is a prerequisite to the S7)
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* Education:

*** Bachelor's/University degree, Master's degree preferred-----------------------------------------------------
- ** Job Family Group:
** Private Client Product Services-----------------------------------------------------
- ** Job Family:
** Investment Counselor-----------------------------------------------------
- ** Time Type:
** Full time-----------------------------------------------------
- ** Primary

Location:

** Atlanta Georgia United States-----------------------------------------------------
- ** Primary Location Full Time Salary Range:**$ - $In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

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- ** Most Relevant Skills
** Please see the requirements listed above.

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- ** Other Relevant Skills
** For complementary skills, please see above and/or contact the recruiter.

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- ** Anticipated Posting Close Date:
** feb 06, 2026-----------------------------------------------------
- * Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
** If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
View Citi’s  and the  poster.
* The Investment Counselor Group Manager manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas.

Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses.

** Responsibilities:
*** The candidate chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Credibility to cultivate trusting, productive relationships with key partners throughout CPB…