Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region

Citigroup

Private Banking

San Francisco, CA - USA

Vice President

Experteer Overview

In this role you drive growth in investment revenue and AUM for Ultra High Net Worth clients within Citi Private Bank. You lead a team of investment professionals, shaping portfolio solutions and advising on markets and investment ideas. You partner across CPB and the broader Citi organization to broaden relationships, coach peers, and deliver high-impact, risk-aware investment strategies. You work directly with top clients, presenting complex ideas clearly and driving cross-functional collaboration for durable results. This is a senior, entrepreneurial position in a fast-paced, global environment.

Compensation / Benefits

medical, dental & vision coverage
401(k)
life, disability insurance
wellness programs
paid time off
holidays

Responsibilities

Lead growth in investment revenue and AUM for UHNW clients
Construct and oversee investment portfolios and provide market guidance
Cultivate trusted relationships with CPB partners and Citi colleagues
Coach and coordinate ICs and colleagues on applying products to client needs
Act as primary client contact and trusted investment advisor for assigned clients
Plan and conduct strategic account planning and quarterly reviews
Identify cross-sell opportunities across bank areas (lending, trust, institutional solutions)
Collaborate with bankers to prospect new investment business
Assess client risk profiles and ensure positions align with goals and risk appetite
Oversee portfolio construction and implementation across internal resources
Provide ongoing portfolio advice and uncover unexpressed client needs
Lead investment discussions across various settings
Communicate complex investment concepts clearly according to client sophistication
Demonstrate resilience in a high-pressure, global environment
Uphold Citi policies and ethics, manage risk, and ensure regulatory compliance

Key requirements

10+ years of experience
Proven investment advisory experience and managerial capability
Bachelor's degree; Master's preferred
Strong ability to explain asset allocation and home house view of Citi/CPB
Securities licensing: US S7, S66 (or 63 & 65) and S3; SIE required as prerequisite for S7
Ability to articulate and advocate Citi CPB investments

strong communication and negotiation skills leadership and team-building diplomacy and influence in a matrixed environment investment advisory and portfolio construction asset allocation and risk management capital markets knowledge (equities, fixed income, FX, rates, credit, structured products)

Description

In this role you drive growth in investment revenue and AUM for Ultra High Net Worth clients within Citi Private Bank. You lead a team of in…

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