Group Director - Investment Counselor

Group Director – Investment Counselor

Location: New York, NY 10018
Job Summary

This Group Director – Investment Counselor role is responsible for delivering comprehensive, goals-based financial planning for high-net-worth and ultra-high-net-worth clients. In this role, the Investment Counselor will be operating in a consultative role and partners closely with portfolio management, insurance, tax, and banking teams.
Job Responsibilities

Strategic Partnership – Work with the Private Banking team to develop and maintain comprehensive financial plans (insurance, retirement, estate, tax strategy, risk management, philanthropy).
Translate complex financial concepts into clear, actionable guidance for clients.
Serve as an investment planning resource for private banking teams.
Review and interpret investment strategy in coordination with portfolio managers (not product sales).
Product & Service Innovation – Monitor and update plans based on life events, regulatory changes, and market conditions.
Support client acquisition and retention through planning expertise.
Contribute to planning standards, tools, and best practices across the division.
Performance Monitoring – Track and analyze business performance metrics, ensuring delivery of growth targets and identifying areas for improvement.
Ensure proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals‑based planning approach.
Risk Management and Compliance – Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Additional Accountabilities – Perform special projects, additional duties and responsibilities as required, maintain compliance with applicable federal, state and local laws, and complete required compliance trainings.
Required Qualifications

Undergraduate Degree (4 years or equivalent).
10+ years of experience.
Series7 and 66 licenses required.
Preferred Qualifications

Undergraduate Degree (4 years or equivalent) with a major in Finance or Business.
15+ years of work experience in Private Banking or Financial Services.
Bachelor’s Degree required.
Proven sales success and strong business acumen.
Strong community presence with an established network.
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Focus on the client experience and works tirelessly on the client’s behalf.
Job Competencies

No unusual physical exertion required (Physical demands – ADA).
Proactive, takes initiative, and uses critical thinking to solve problems.
MBA, JD, CFA, or CFP preferred.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Strong organizational skills and disciplined approach throughout business.
Experience with and in‑depth knowledge of equity and fixed‑income markets and alternative investments (hedge funds, private equity, real estate).
Benefits

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Equal Opportunity

Flagstar is an Equal Opportunity Employer. We are committed to providing clear and accurate compensation information in accordance with applicable laws. We are a leading regional bank committed to ensuring that you can successfully engage in our recruiting process.

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