Investment Counselor Principal
3 days ago
Citi Global Wealth at Work is a leading provider of wealth management services to lawyers, accountants, asset managers, and management professionals. As an Investment Counselor Principal, you will be a strategic professional who closely follows the latest trends in your field and adapts them for application within your job and the business.
Key Responsibilities:- Leverage your expertise to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank.
- Build and manage a successful practice centered on deepening relationships by providing potential and existing 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 to engage and advise clients on brokerage activity and execute trades seamlessly.
- Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- 15+ years of experience in providing investment advice and solutions.
- CFA, MBA degree, or other advanced degree a plus.
- Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
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Investment Counselor Principal
1 month ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleThe Investment Counselor Principal is a senior-level professional responsible for providing strategic investment advice to ultra-high net worth clients. This role requires a deep understanding of investment markets, wealth planning, and private banking services.Key ResponsibilitiesEstablish and maintain relationships with existing and new...
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Investment Counselor
22 hours ago
New York, New York, United States Citigroup Full timeInvestment Counselor - Private BankCiti Global Wealth at Work is a partner to lawyers, accountants, asset managers, and management professionals with deep industry-specific expertise to help navigate financial goals. The Investment Counselor Principal is a strategic professional who closely follows the latest trends in their field and adapts them for...
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Investment Counselor Principal
2 days ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth at Work: A Partner for Financial SuccessCiti Global Wealth at Work is a comprehensive wealth management solution designed to support lawyers, accountants, asset managers, and management professionals in achieving their financial goals. Our team of experts provides responsive banking, investing, wealth management, and planning services, as...
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Investment Principal
3 days ago
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US Principal Investments Executive
3 weeks ago
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Principal Operational Policy Specialist
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Counselor
2 days ago
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Portfolio Strategist
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Director of Originations
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New York, New York, United States Principal Financial Group Full timeJob SummaryWe are seeking a seasoned professional to join our team as a Director or Managing Director, Originations and Sponsor Lending (Direct Lending) Northeast. This role will be responsible for originating loans through the Private Equity (PE) Sponsor channel, focusing on the northeast United States.Key ResponsibilitiesOriginate investment opportunities...
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Portfolio Strategist
2 days ago
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Investment Banking Vice President
3 weeks ago
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Investment Associate
2 weeks ago
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Private Credit Investment Specialist
2 days ago
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Quantitative Investment Expert
1 month ago
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Investment Associate
2 days ago
New York, New York, United States Stellar Management Full timeAbout the RoleThe Investment Associate will play a critical role in the success of Stellar Management's real estate investment and management firm. This position will be responsible for working on multifamily, office, and retail real estate equity and debt investments, primarily in New York City. The Associate will work closely with Vice Presidents and will...
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Investment Banking Associate
3 weeks ago
New York, New York, United States Oppenheimer & Co. Full timeJob Title: Alternative Investment Group MemberOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. We are seeking an individual to join our Alternative Investment Group as an Investor Services Associate.Responsibilities:Process and review investor hedge fund, private equity fund, and private credit fund...
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Tax Principal
3 weeks ago
New York, New York, United States Michael Page Full timeAbout Our ClientMichael Page is a leading recruitment agency in the Financial Services sector, specializing in placing top talent in asset management and financial services roles. Our client is a prestigious asset management fund in NYC, dedicated to delivering exceptional investment solutions and unparalleled client service.Job DescriptionThe Tax Principal...
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Multifamily Acquisitions Principal
3 weeks ago
New York, New York, United States Gresham Hunt Full timePrincipal - Acquisitions | Elite REPE - MultifamilyGresham Hunt is pleased to be exclusively supporting an elite vertically integrated Real Estate Private Equity firm, specializing in multifamily acquisitions, as they seek a seasoned Principal to join their acquisitions team.This position is based in NYC, and visa sponsorship is not available.Requirements:A...
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SRE Principal
2 days ago
New York, New York, United States SS&C Full timeAbout SS&CSS&C is a global leader in the financial services and healthcare industries, providing innovative solutions for investment and financial services. With over 20,000 employees in 35 countries, SS&C has a strong presence in the market.Job DescriptionWe are seeking a highly skilled SRE Principal to join our team. As a key member of our infrastructure...