Investment Counselor Team Lead - Central Region
Job Description
About the Role
Join Citi as a Investment Counselor Team Lead – $250K-$500K in United States.
Key Responsibilities
- 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.
- These functions are coordinated with the Regional Head and the Global Head of Investments, among others.
Requirements
- focused investment organization. S7, S66 (or 63) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree, Master's degree preferred
- Job Family Group: Private Client Product Services
- Job Family: Investment Counselor
- Time Type: Full time
Benefits & Compensation
- Salary: $250K - $500K
- 401(k) with employer match.
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 Analysis
WeekdayDoc's proprietary algorithm rates Investment Counselor Team Lead - Central Region at Citi a 4.0 out of 10 for work-life balance — classified as below average. This places the position in the average range of all Finance physician listings evaluated on our platform. Contributing factors include no on-call duties, no weekend requirements.
Candidates should carefully assess workload expectations and scheduling demands before applying.
Finance — Physician Career Context
This Finance 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 $250k to $500k annually.
Location & Logistics
This position is based in Dallas, Texas.
Texas 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 ($250k–$500k)
Skills, Responsibilities & Benefits
Key skills and qualifications: Investment management, Team leadership, Strategic planning, Capital markets, Portfolio construction, Asset allocation, Risk management, Client relationship management. Candidates with experience in these areas may be especially well-suited for this Finance role.
Core responsibilities: The Investment Counselor Team Lead is responsible for managing multiple teams of investment professionals to deliver comprehensive investment solutions and meet regional financial targets. This role involves developing business strategies, maintaining client relationships, and ensuring compliance wi...
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 Finance physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.
Benefits & Perks
Work-Life Balance Score
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
yesterday
Is this your job?
Claim this listing to see who's viewing it — free, no credit card.