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Citi Wealth at Work - Law Firm Group - Senior Client Specialist - Advisory Services - Director

Job Req ID 24790466 Location(s) New York, New York; Washington, DC; Chicago, Illinois; Los Angeles, California; Palo Alto, California; San Francisco, California Job Type On-Site/Resident Job Category Private Client Coverage

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The Law Firm Group Senior Client Specialist is a strategic member of Citi Private Bank Law Firm Group who closely follows the latest trends in the law firm industry, and leverages Citi’s proprietary database of law firm financial data to advise LFG’s clients on legal industry trends, firm performance and their financial strategy. Deep knowledge of the law firm industry and excellent oral and written communication and analytical skills are required in order to gain the trust and respect of the senior leadership of law firms. Developed communication and diplomacy skills are required in order to guide, influence and build strong relationships within Citi.

Responsibilities:

Provide thought leadership to the legal industry via peer reviews, creation and publication of research and analysis of survey findings, and speaking engagements.
Work closely with other Senior Client Specialists and a group of Business Analysts in the administering of surveys and creation of peer reviews and thought leadership content
Be an integral part of the production, analysis and delivery of over 200 tailored peer reviews throughout the year
Prepare peer reviews by conducting detailed and comprehensive analysis of the financial performance of law firms vs. peers and identify areas of opportunity
Interface with clients to conduct peer reviews and state of the industry presentations
Build relationships and work closely with Bankers to provide relevant and timely advice to clients
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

10+ years of experience
Experience in law firms a plus, ideally in law firm operations or finance
Demonstrated interest in finance and law
Strong analytical, writing and presentation skills
Attention to detail
Strong leadership skills
Proficiency and aptitude in utilizing MS Office, specifically Microsoft Excel, and PowerPoint

Education:

Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Coverage

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Job Family:

Law Firm Advisory Services

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Time Type:

Full time

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Primary Location:

New York New York 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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Anticipated Posting Close Date:

Sep 25, 2024

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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