Investment Counselor, Managing Director

Citi•Beverly Hills, CA

About The Position

Develops medium- to long-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units. Provides input into strategic decisions affecting job family or function within a region or business. 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.These functions are coordinated with the Regional Head and the Global Head of Investments, among others. 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. 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. The incumbent should posses the following: Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies; the capacity to effectively engage and influence business partners and navigate through a complex global organization; and the ability to attract, develop and retain talent. Experience and technical understanding of Capital Markets products, including structured products and solutions, hedging and the mechanics of basic pay-off structures. Experience in discretionary and advisory asset management, including a comprehensive understanding of the fundamentals of portfolio construction, asset allocation and risk management. The position requires broad understanding of the drivers of value across traditional, levered and alternative investment strategies.

Requirements

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