Investment Counselor Sr. Lead
Is $200K - $300K competitive?
See how this position compares to Investment Counseling market data — salary percentile, benefits comparison, and hiring trends.
Job Description
About the Role
Join Citi as a Investment Counselor Sr. Lead – $200K-$300K in United States. The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area.
Key Responsibilities
- Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.
- They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.
- Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
Requirements
- Job Family Group: Private Client Product Services
- Job Family: Investment Counselor
- Time Type: Full time
- Primary Location: Miami Florida United States
Benefits & Compensation
- Salary: $200K - $300K
Work Schedule
- Full-Time position.
- No explicit call, weekend, or night shift information provided.
This position offers competitive compensation. Work with Citi in United States.
Key Skills
Position Insights
Work-Life Balance Overview
This Investment Counselor Sr. Lead position at Citi includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.
Investment Counseling — Physician Career Context
This Investment Counseling position at Citi is open to physician candidates.
Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.
Compensation Analysis
Citi lists compensation for this physician position at $200k to $300k annually.
Location & Logistics
This position is based in Miami, Florida.
Florida has no state income tax, which can significantly increase take-home pay compared to high-tax states. For a physician earning $300k, the absence of state income tax can represent $15k–$30k or more in annual savings.
Why This Position Stands Out
- No on-call requirements — clinicians are completely off-duty after hours
- No weekend shifts — preserving personal and family time
- Transparent compensation ($200k–$300k)
Skills, Responsibilities & Benefits
Key skills and qualifications: Investment advice, Relationship management, Ultra-high net worth client management, Wealth planning, Private banking, Quantitative analysis, Qualitative analysis, Strategic planning. Candidates with experience in these areas may be especially well-suited for this Investment Counseling role.
Core responsibilities: The Investment Counselor will manage and grow investment relationships with ultra-high net worth clients by providing tailored advice and innovative solutions. They are responsible for leveraging internal partnerships and local networks to drive business growth while ensuring strict adherence to com...
Benefits package: Medical Insurance, Dental Insurance, Vision Insurance, 401(k), Life Insurance, Accident Insurance, Disability Insurance, Wellness Programs. A comprehensive benefits package is an important factor in evaluating total compensation beyond base salary.
About WeekdayDoc
WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more Investment Counseling physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.
Benefits & Perks
Protective Factors (2)
No on-call (β=6.95; p<0.001 for ↓ exhaustion)
No weekends (57% ↓ work-life conflict)
Interpretation: Position shows moderate burnout protection with 2 validated protective factors.
Job Details
Employment Type
Full-time
Posted
3d ago