About the Position

Managing Director, Investment Counselor, Palo Alto

Apply

Job Overview

The Investment Counselor Principal is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. Recognized as a subject matter expert within one area, strong commercial awareness is a necessity. An acknowledged authority both within and outside their area of expertise, typically a small number of people within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

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. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team-oriented, able to leverage a wide array of internal partners.
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 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.
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.

Requirements

15+ years of experience
Extensive 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. Required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas.

Education:

Bachelor's/University degree, Master's degree preferred

We Offer

Competitive salary range: $250,000.00 - $500,000.00
Comprehensive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

Additional Information

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

Time Type: Full time

Primary Location: Palo Alto, California, United States

Primary Location Full Time Salary Range: $250,000.00 - $500,000.00

Anticipated Posting Close Date: June 11, 2026

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

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Managing Director, Investment Counselor

Job description