Legal Wealth Relationship Manager Job Orlando area,Florida USA,Finance & Banking

Position: Legal Wealth Relationship Manager I

Legal Relationship Manager 1

Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

A Legal Relationship Manager 1 is responsible for origination and on‑going management of a profitable loan, deposit, fee income, and non‑interest income portfolio from mid‑size law firms through the development and retention of long‑term, profitable client relationships.

Responsibilities

Grow and manage a profitable book of clients of mid‑size law firms, consisting of deposits, loans, and institutional investments. Typical book size $5MM+ in revenue with emphasis on balance sheet drivers such as loans outstanding and deposits outstanding.

Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.

Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.

Act as the leader of LSG firm relationship team for client firms, coordinating relationship strategy with LSG teammates to deliver LSG value proposition, including multi‑city / multi‑office points of contact.

Partner with teammates in Treasury & Payment Solutions, Credit, Escrow & Corporate Trust and others to deliver specific solutions tailored to meet client firm needs.

Create advocacy and connectivity with both executive partner committees and senior administrative staff within client and prospect firms to foster deep connectivity with decision makers to drive new business engagements and support retention efforts.

Partner with National Director of Legal Specialty, and internal counsel to determine "Balance of Trade" considerations for client and prospect firms, acting as an internal advocate for clients within appropriate boundaries.

Deliver subject matter-specific presentations to firm leadership in areas of interest to foster greater connectivity with Truist Bank.

Identify and "right channel" opportunities for clients and prospects‑deliver the comprehensive resources of the bank.

Document all client interactions via CRM system.

Establish and maintain consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, Pro Bono foundations, etc.)

Participate in campaigns or volunteer at committee or board level within legal‑focused non‑profits within local market.

Support LSG teammates through collaborative relationship strategies and teamwork.

Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.

Resolve past dues, document exceptions, etc. in partnership with credit and servicing teammates.

Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.

Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices.

Required Qualifications

Bachelor's Degree
5 years or more of commercial banking & relationship management experience
FINRA:
Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position.
Solid knowledge of corporate banking products and services with expertise in credit, capital markets, and treasury management
Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
Proven success in the acquisition of new client relationships. Demonstrated experience and success in meeting and exceeding sales goals, identifying and delivering on client needs
Strong written, verbal, and interpersonal communication skills
Strong Microsoft Office skills

Preferred Qualifications

CFA, CIMA, CTP or similar designation
MBA or…