South Investment Counselor Team Lead

Citi

1 day ago

United States$250k–500kFull TimeGeneral Medicine

✓ No Call✓ No Weekends

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Job Description

About the Role

Join Citi as a South Investment Counselor Team Lead 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

Most Relevant Skills Please see the requirements listed above.

Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date: abr 17, 2026

Work Schedule

Full-time position.

No explicit call, weekend, or night shift information provided.

Apply to join Citi as a South Investment Counselor Team Lead.

Key Skills

Investment strategyPortfolio constructionAsset allocationRisk managementCapital marketsStructured productsTeam leadershipBusiness strategyFinancial planningClient relationship managementRegulatory complianceRevenue managementStrategic planningNegotiationMacroeconomic analysisTalent development

Finance & AccountingManagement & LeadershipSalesvia Eightfold

Position Insights

Work-Life Balance Analysis

WeekdayDoc's proprietary algorithm rates South Investment Counselor Team Lead 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 General Medicine 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.

General Medicine — Physician Career Context

This General Medicine 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 United States.

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 strategy, Portfolio construction, Asset allocation, Risk management, Capital markets, Structured products, Team leadership, Business strategy. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The role involves managing multiple teams of investment professionals to deliver comprehensive investment solutions and meet regional financial targets. It requires developing and executing business strategies, maintaining client relationships, and ensuring compliance with regulatory and internal st...

Benefits package: Medical coverage, Dental coverage, Vision coverage, 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 General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.