Investment Counselor Team Lead, Managing Director

Role Overview

• Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region
• Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets
• Development and execution of the region’s broader business strategy
• Through continuous direct client interaction, solicit client feedback on CPB’s Investments business
• Provide leadership as the “Face” of the Investments business to all clients in the region
• Manages a large team of investment professionals including Investment Counselors and Product Specialists
• Works effectively across the region to build strong client relationships
• Deliver continued revenue growth

Requirements

• 15+ years of experience
• Extensive experience in providing investment advice and solutions
• Managerial experience
• CFA, MBA degree or other advance degree a plus
• Demonstrable track record in managing a business P&L
• Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
• S7, S66 (or 63) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays