Legal Wealth Relationship Manager I
On-siteOrlando, Florida, United States
Job Summary
Origination and ongoing management of a profitable book of clients from mid-sized law firms, including deposits, loans, and institutional investments, with a typical book size of $5MM+ in revenue. Develop annual business plans with marketing and client acquisition components, coordinate with LSG teammates to deliver customized solutions, and lead firm-relationship strategy across multiple offices. Drive new business via leads, referrals, and networking; collaborate with Treasury & Payment Solutions, Credit, Escrow & Corporate Trust, and others to tailor solutions; engage executive partners and senior staff to foster long-term connectivity and retention. Deliver firm-focused wealth topics and market developments through presentations; identify and pursue opportunities to provide comprehensive bank resources; document interactions in CRM and maintain strong visibility in the local legal market through professional involvement and events.
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
- Solid knowledge of corporate banking products and services with expertise in credit, capital markets, and treasury management
- Regulatory qualification: Loan Originator Compensation rule compliance under Truth in Lending Act
- Proven success in acquisition of new client relationships; ability to meet/exceed sales goals
- Strong written, verbal, and interpersonal communication skills
- Microsoft Office proficiency
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