Truist ยท 3 weeks ago
Legal Wealth Associate Relationship Manager
Orlando, FL
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company that provides solutions to attorneys and law firms. The Legal Wealth Associate Relationship Manager is responsible for managing a profitable portfolio of clients, developing business plans, and fostering long-term relationships with mid-sized law firms.
BankingFinanceFinancial Services
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, ProBono 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
Qualification
Required
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
CFA, CIMA, CTP or similar designation. MBA or other advanced post-graduate degree
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase