Legal Wealth Relationship Manager I

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Written communication","Verbal communication","Interpersonal communication","Networking","Risk mitigation"]

Own the origination and ongoing relationship management of a profitable portfolio for mid-sized law firms, driving growth across loans, deposits, and institutional investments. Build an annual business plan, proactively generate new business through leads and referrals, and coordinate relationship strategy across the Legal Specialty Group. Deliver presentations to firm leadership, partner with internal teams to tailor solutions, and document client interactions in a CRM while building visibility in the local legal market.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 months ago

Legal Wealth Relationship Manager I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Own the origination and ongoing relationship management of a profitable portfolio for mid-sized law firms, driving growth across loans, deposits, and institutional investments. Build an annual business plan, proactively generate new business through leads and referrals, and coordinate relationship strategy across the Legal Specialty Group. Deliver presentations to firm leadership, partner with internal teams to tailor solutions, and document client interactions in a CRM while building visibility in the local legal market.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Grow and manage a profitable book of mid-sized law firm clients across deposits, loans, and institutional investments.
  • •Develop an annual business plan including marketing and client acquisition activities and a service delivery plan.
  • •Proactively originate new business via leads and referrals through centers of influence, marketing, and networking.
  • •Lead the Legal Specialty Group firm relationship team by coordinating relationship strategy and points of contact.
  • •Document all client interactions in the CRM system and maintain local market visibility through event attendance and engagement.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree.
  • •5+ years 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 with expertise in credit, capital markets, and treasury management.
  • •Proven success acquiring and retaining new client relationships; demonstrated success meeting/exceeding sales goals.
Experience:5+ yearsCommercial bankingRelationship managementFinancial services
Education:Bachelor's
Skills:Written communicationVerbal communicationInterpersonal communicationNetworkingRisk mitigation
Licenses:FINRA: Series 7FINRA: Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Act registration
Certifications:FINRA Series 7FINRA Series 66SAFE Act registrationLifeHealthVariable insurance licensesCFACIMACTP
Languages:English
Tech Stack:CRMMicrosoft OfficeMicrosoft Office skills

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn