Business Development Officer – Escrow & Paying Agent Services

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Job Overview

We’re looking for a driven, strategic business development professional to join Citi’s Law Firm Group as a Director focused on Escrow and Paying Agent solutions for law firm clients across its West Markets. This role is ideal for someone who thrives in fast-paced legal and transactional environments—particularly within M&A, Private Equity, Restructuring, and Litigation—and who can meet the high expectations of law firm deal professionals with speed, clarity, and credibility.

The right candidate brings a deep understanding of escrow and paying agent services, a strong network among top law firms, and fluency in AML/KYC protocols critical to deal execution. Deposit pricing acumen and a comfort level speaking to rate strategies with law firm clients is essential. Most importantly, you must have a bias toward simplifying complexity, delivering streamlined solutions to time-sensitive, deal-focused clients.

You’ll have the backing of a global platform, a collaborative culture, and the opportunity to directly impact one of the highest-growth segments within Citi’s Wealth business.

Key Responsibilities:

• Originate new business for Citi’s Escrow and Paying Agent platform by developing strong relationships with attorneys and advisors at elite law firms in the California and West markets.

• Serve as a strategic partner and trusted resource to law firm clients advising on complex transactions, including M&A, private placements, litigation settlements, and other deal-related escrow and paying agent needs.

• Collaborate closely with internal and external product, operations, compliance, and relationship management teams to deliver seamless end-to-end execution of transactions.

• Maintain an active presence in the legal and deal communities through networking, targeted outreach, industry events, and thought leadership in partnership with Wealth Teams.

• Serve as a brand ambassador for Citi Wealth's broader Law Firm Group, identifying cross-sell opportunities and working collaboratively with partners across banking, lending, and wealth management.

Qualifications:

• Minimum of 10 years of business development experience, ideally within escrow, paying agent, M&A advisory, legal services, or transaction banking.

• Deep familiarity with the California legal market, particularly law firms advising on M&A and private equity transactions.

• Strong network and a proven track record of originating and closing complex, relationship-driven business.

• Excellent interpersonal and communication skills, with the ability to build trust and credibility with sophisticated legal and financial professionals.

• Strategic thinker with a high level of initiative, independence, and accountability.

• Bachelor’s degree required; JD, MBA, or other relevant advanced degree is a plus.

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Job Family Group:

Private Client Product Services

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Job Family:

Custody Escrow Sales Services

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Time Type:

Full time

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Primary Location:

Beverly Hills California United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Jul 28, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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