- Citigroup (New York, NY)
- …a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker + Arrange and lead regular (quarterly) ... Private Bank and Citi Private Bank brands _._ The Investment Advisor manages multiple teams through other managers. In-depth...chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth… more
- Citigroup (Washington, DC)
- …on company revenues, capital or business operations. Typically, a direct report to an C16 role and sits on the highest functional leadership team within a region, ... to all clients in the region. + Manages a large team of investment professionals including Investment Counselors and Product Specialists. Works effectively… more