Group Director - Investment Counselor

Group Director – Investment Counselor

Location:

New York, NY 10018

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.

• 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.

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

• 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.

• 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).

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

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.