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Manager Investment Counsel Jobs (NOW HIRING)

Stifel

Senior Operations Analyst

Baltimore, MD · On-site

$88K - $132K/yr

About Stifel 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K/yr

About Stifel 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families ...

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Manager Investment Counsel information

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$54

How much do manager investment counsel jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for manager investment counsel in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $32.69 per hour, depending on experience, location, and employer.

What is the difference between Manager Investment Counsel vs Investment Analyst?

AspectManager Investment CounselInvestment Analyst
CredentialsCFP, CFA, or equivalent certifications often preferredCFA or related finance degrees common
Work EnvironmentClient-facing, managing portfolios and providing investment adviceResearch-focused, analyzing market data and securities
Employer & Industry UsageFinancial advisory firms, wealth management, private banksAsset management firms, investment banks, research institutions

The main difference is that Manager Investment Counsel primarily provides client-focused investment advice and manages portfolios, while Investment Analysts focus on researching and analyzing securities to inform investment decisions. Both roles require strong financial credentials, but their daily tasks and client interaction levels differ significantly.

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Manager Investment Counsel jobs near you
Infographic showing various Manager Investment Counsel job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $54,806 per year, or $26.3 per hour.

Citi Private Bank - UHNW Investment Counselor - Director / MD

Citigroup, Inc.

Chicago, IL • On-site

$200K - $500K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 170 rated banks

Job description

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order 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.

Qualifications:
  • 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.ated areas.
  • US Only: S7, S66 (or 63 & 65) & S31; 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
Primary Location:
Chicago Illinois United States
Primary Location Full Time Salary Range:
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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:
Jul 15, 2025
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.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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