Senior Vice President, Wealth at Work, Law Firm Group, Banker Greater Atlanta, GA Area

The Company is seeking a Senior Vice President for its Wealth at Work, Law Firm Group. The successful candidate will be a strategic professional with a strong background in private banking, particularly within the high-net-worth and legal market segments. This role is pivotal in developing and managing client relationships within the law firm segment, serving as a trusted advisor, and bringing together product experts to create long-term financial solutions. Responsibilities include actively identifying and converting prospects into clients, demonstrating a deep understanding of client businesses and wealth sources, and anticipating financial events. The role demands a subject matter expert with excellent communication skills, significant external engagement with senior law firm leaders, and the ability to provide advanced judgment in financial matters. Applicants should have a minimum of 7 years' of experience, with a preference for those holding a Master's degree and FINRA Licenses Series 7, 63/66. The ideal candidate will have a proven track record in relationship selling, be adept at problem-solving, and have the ability to think beyond existing solutions to develop innovative financial strategies. The role requires a professional who can make a significant impact on the business, is recognized as an authority in their field, and can ensure the seamless execution of internal processes and services for clients. The Senior Vice President will be expected to plan and prioritize activities to maximize revenue growth and client satisfaction, and to help clients achieve their financial and investment goals.

Hiring Company

Citi