Managing Director, Investment Counselor, Palo Alto

The Investment Counselor Principal is a strategic professional who closely follows latest trends in the investment field and adapts them for application within their role and our business. Known as a subject‑matter expert, they bring strong commercial awareness and advanced judgment, conducting in‑depth quantitative or qualitative analysis to solve problems and develop innovative solutions. This role has a significant impact on the function and the business through decisions that determine technical approaches and strategies for the area.

Responsibilities

• Establish, grow, and manage investment relationships with ultra‑high net worth clients, providing advanced investment advice and solutions.
• Leverage existing client relationships, local network, and investment experience to introduce new ultra‑high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing clients with appropriate investment advice and solutions.
• Combine in‑depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross‑marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 15+ years of experience in the investment industry.
• Extensive experience providing investment advice and solutions.
• Advanced judgment and analytical skills, required to think beyond existing solutions and current knowledge of sophisticated areas.
• US only: S7, S66 (or 63 & 65) & S31. Note: Securities Industry Exam (SIE) is a prerequisite to the S7.
• Additional certifications such as CFA or MBA are preferred.

Education

• Bachelor’s/University degree (Master’s degree preferred).

Benefits

Compensation ranges from $250,000 to $500,000 per year.

• Discretionary and formulaic incentive and retention awards (where eligible).
• Competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident and disability insurance; and wellness programs.
• Paid time off packages: planned vacation, unplanned sick leave and paid holidays.

Citi is an equal opportunity employer and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.

Location: Palo Alto, California, United States.