13 Law Professional jobs in the United States

About Us:

We empower girls and women to move from hopeless to hopeful!

The Thaddeus Resource Center is a non-profit organization whose purpose is to restore HOPE, inspire GROWTH, and EMPOWER girls and women through mental health, education, life skill development, workforce training, and other supportive services. We pride ourselves in having established an empowering and compassionate culture that promotes open communication and collaboration through our values of Empowerment, Commitment, Hope, Compassion, Community, and Grace.

If you are looking for a HANDS-ON experience where you can truly make an IMPACT, join our team and help us achieve our mission and vision of reaching our community of women, girls, and at-risk youth.

About the Role:

As a Pro Bono Legal Advisor at the Thaddeus Resource Center, you will be in an important role with being an advocate for women and girls in need. Your legal expertise will create empowerment in our clients through guidance, representation, and support in navigating legal challenges. By ensuring access to justice, you will contribute to our mission of restoring hope and inspiring growth.

Responsibilities:

• Legal Consultations: Conduct primary consultations with clients to assess legal needs, and provide clear explanations of legal rights, options for the clients, and possible results of their cases.
• Case Management: Will manage a caseload of legal matters ranging in family law, housing, employment, and immigration. Pro Bono Legal Advisors will also be responsible for drafting legal documents, petitions, and correspondence.
• Advocacy and Representation: Provide clients with representation in court hearings, administrative proceedings, and negotiations while advocating for clients' rights and best interests.
• Community Education: Organize legal workshops and informational sessions for clients, and raise awareness about legal rights and resources that are available.
• Collaboration: Pro Bono Legal Advisors will work together with other Thaddeus Resource Center staff, volunteers, and external legal partners. Pro Bono Legal Advisors will also be required to participate in case conferences and multidisciplinary team meetings.

Requirements:

• Must currently reside in California.
• Licensed Attorneys are required to be admitted to the California State Bar, and be experienced in relevant legal areas.
• Licensed Attorneys must be able to show empathy and compassion to create a connection with diverse clients and understand their unique circumstances.

Time Commitment:

• As needed

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
+ Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
+ Prepares new business proposals or presentations to clients/prospects.
+ Participates in activities for client meetings and account opening documentation.
+ Assists with the development of client communications as required.
+ Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
+ Ensures timely resolution of all client questions and concerns, both internal and external.
+ Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
+ Determines client needs and ensures timely and accurate completion of transaction processing.
+ Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
+ Reviews and provides feedback and best practices about client solutions and credit structure.
+ Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Collaborates with internal and external stakeholders in order to deliver on business objectives.
+ Completes comprehensive analysis for risk, financial and profitability rating and assessments.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Implements and monitors procedural and policy changes as required.
+ Manages operational audits and controls for banking and account administration.
+ Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
+ Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
+ Provides input into the planning and implementation of operational programs.
+ Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
+ May specialize as either a funding specialist or a credit underwriting specialist.
+ As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks.
+ As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications.
+ Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
+ Identifies and escalates irregularities and discrepancies to management as per guidelines.
+ Participates in assigned audits and compliance reviews.
+ Ensures proper adherence to the code of conduct and ethical guidelines.
+ Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
+ Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Commercial Loan and Underwriting experience in a financial services environment.
+ In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
+ In-depth understanding of loan and security documentation, including registration and renewal routine.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We offer a flexible working policy that supports a healthy balance between personal and professional well-being. This role requires in-office presence on Tuesdays & Thursdays to collaborate, connect, and learn from peers - while also maintaining the flexibility for meaningful work-life balance.

Being a Legal Solutions Advisor at iManage Means.

You'll act as a strategic market voice and trusted advisor at the intersection of legal innovation, AI, knowledge management, and risk. You will engage with partners, knowledge leaders, and legal ops professionals to guide transformation journeys, shape how legal tech is discussed in the market, and ensure iManage continues to lead from the front on topics like generative AI, knowledge search, and governance. Your voice will influence not only customers, but also our internal strategy. You are a legally trained expert who thrives in both external thought leadership and internal influence-working across Sales, Pre-Sales, Product, and Marketing to elevate iManage's credibility, market impact, and roadmap alignment.

iM Responsible For.

• Acting as a legal industry subject matter expert to support go-to-market strategies and product messaging across Knowledge, Risk, Compliance, and AI.
• Representing iManage at conferences, webinars, and legal tech events-delivering compelling presentations and building brand trust with legal stakeholders.
• Partnering with Sales and Pre-Sales to design discovery frameworks and demo narratives that resonate with regional legal markets.
• Advising Product on customer trends, competitive shifts, and evolving market expectations to guide roadmap and feature planning.
• Supporting Early Access Programs and customer validation efforts to ensure strategic alignment of new offerings.
• Authoring or co-authoring thought leadership content, including white papers, solution briefs, and field enablement materials.
• Participating in strategic deal conversations as a trusted advisor-not a closer-helping connect business problems to platform capabilities.
• Enabling internal teams by translating legal workflow nuance into actionable insight across functions.

iM Qualified Because I Have.

• A legal background (law degree preferred) and deep experience in legal operations, innovation, or knowledge leadership.
• 10+ years of experience working with or inside law firms, legal tech providers, or advisory roles focused on legal transformation.
• Strong familiarity with legal workflows related to knowledge search, risk & compliance, document automation, and AI.
• Proven ability to speak to senior legal audiences-from innovation leads and KM heads to GCs and managing partners.
• A track record of building cross-functional alignment between commercial teams and product functions in a SaaS environment.
• Exceptional storytelling skills-comfortable presenting at conferences, writing content, and influencing both internally and externally.
• A collaborative, low-ego approach with the ability to lead without direct authority.

Bonus Points If I Have.

• Experience supporting product launch planning or internal field readiness programs.
• Familiarity with Agile development processes or working closely with Product Managers.
• Published thought leadership in legal journals, blogs, or tech platforms.
• Experience as a public speaker or panelist on legal tech, AI, or innovation topics.

Don't meet every qualification listed above? Studies show that women and people of color are less likely to apply to jobs unless they meet all qualifications. At iManage, we are committed to building a diverse and inclusive environment, and encourage everyone to show up as their full authentic selves. We welcome those that come with a growth mindset and a hunger for learning; so, if you are excited about this role but your past experience doesn't align perfectly with every qualification we encourage you to apply anyways!

iM Getting To.

• Join a rapidly evolving, industry-leading SaaS company on an exciting journey of growth and scalability!
• Take on meaningful, high-impact challenges by leveraging cutting-edge technologies and best-in-class protocols to drive innovation.
• Own my career path with our internal development framework. Ask us more about this!
• Expand my skill set and earn certifications with unlimited access to LinkedIn Learning courses and interactive Microsoft courses & training.
• Be part of a supportive and experienced team within a dynamic, inclusive, and encouraging culture.
• Enjoy flexible work hours that empower me to balance personal time with professional commitments.
• Collaborate in a modern, open-plan workspace featuring a gaming area, free snacks and drinks, and regular social events.

iManage Is Supporting Me By.

• Creating an inclusive environment where I can help shape the culture not just by fitting in, but by adding to it.
• Providing a market competitive salary that is applied through a consistent process, equitable for all our employees, and regularly reviewed based on industry data.
• Rewarding me with an annual performance-based bonus.
• Offering comprehensive Health/Vision/Dental/Life Insurance, and a 401k Retirement Savings Plan with a company match up to 4%.
• Granting enhanced leave for expecting parents; 20 weeks 100% paid for primary leave, and 10 weeks 100% paid for secondary leave.
• Providing me with a flexible time off policy to take the time off that I need. Be it for vacation, volunteering, celebrating holidays, spending time with family, or simply taking time to recharge and reset.
• Having multiple company wellness days each year to prioritize mental health and well-being.
• Providing access to RethinkCare, a global behavioral health platform that enhances personal well-being, strengthens professional resilience, and empowers parental success through expert-led training and resources.

The overall US annual base salary range for this position is $150,000-$180,000. Individual compensation for each candidate depends on factors such as qualifications, experience, and candidate location. This range does not include additional forms of compensation, such as bonuses, or benefits. Your recruiter will provide further details about the offer range, incentives, and overall compensation during the hiring process.

iManage is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity via text and exclusively communicates from emails using the @imanage.com domain. If you have any concerns or questions about communications you have received, please send them to (email protected) so our team members can review.

About iManage.

At iManage, we are dedicated to Making Knowledge Work™. Our intelligent, cloud-enabled, and secure platform is trusted by 4,100+ customers and 430,000 users worldwide, managing over 11 billion documents and 11 petabytes of data. We empower professionals across 65+ countries to unlock the full potential of their business content and communications.

We are continuously innovating to solve the most complex professional challenges and enable better business outcomes; Our work is not always easy but it is ambitious and rewarding.

So we're looking for people who embrace challenges. People who thrive on solving problems, pushing boundaries, and collaborating with the industry's best and brightest. That's the iManage way. It's how we turn the impossible into reality, empower our employees to grow, unlock their potential, and create a meaningful impact on everything we do.

Whoever you are, whatever you do, however you work. Make it mean something at iManage.

iManage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Learn more at:

Please see our privacy statement for more information on how we handle your personal data:

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. 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.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. 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
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. 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
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. 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.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. 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
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. 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
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. 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.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. 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
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. 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
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Description

Suffolk University Law School is excited to announce the opportunity to join an amazing team of attorney professional development advisors and career services professionals as our new Assistant Director in the Office of Professional & Career Development (PCD). The Assistant Director will have the opportunity to work with highly talented and diverse students as they enter the profession and to collaborate with our impactful and experienced PCD team.

In recent years, Suffolk University Law School's graduate employment outcomes have improved considerably in large part because of the stellar work of our PCD office, innovative curriculum, and motivated students. This improvement also has contributed to Suffolk Law's 40-spot increase in the US News rankings in the last ten years, the seventh fastest rise of any law school in the country during that period. This is a great opportunity to use your experience and passion to join a law school that is on the move and to help build and develop the next generation of lawyers.

Reporting to the Dean of Professional and Career Development, the Assistant Director will assist law students with their professional development through career counseling, employer development and professional skills training. The Assistant Director will work collaboratively with the entire professional and career development team to prepare students for modern practice and the legal job market in a wide range of legal and law-related practice settings.

Primary Responsibilities

• Provide 1-on-1 and small-group career advising and coaching for students
• Teach professional development classes and workshops
• Develop co-curricular programming focused on educating students about career opportunities and developing networks between students, alumni and employers
• Maintain and expand experiential training and post-graduate opportunities through building new employer partnerships and expanding existing employer relationships
• Maintain active communication through social media, targeted emails, and in-person or virtual engagement with students, faculty, alumni, and employers
• Represent PCD and Suffolk University Law School at events, panels, meetings, and seminars within the Law School and the regional legal community.

Requirements & Qualifications

• J.D. required.
• A minimum of three years legal or law-related practice experience preferred. Supervisory and/or counseling experience is helpful.
• Ability to work independently and to exercise considerable judgment and discretion on matters pertaining to student professional and career development.
• Excellent communication skills to establish and cultivate rapport with students, alumni and employers.
• Must be a team-player, possess eagerness to initiate new projects and ability to set priorities and employ time management.

Closing Statement

This is a hybrid work opportunity to engage with students, faculty, alumni and employers on-site in the heart of Downtown Boston and remotely through a 3-day on-site, 2-day remote work schedule. Suffolk University offers a broad and competitive range of benefits , including generous medical, dental and vision insurance, University-supported progressive retirement savings plan, and generous time off policies . See updated benefits and policies at: .

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Suffolk University does not discriminate against any person on the basis of race, color, national origin, ancestry, religious creed, sex, gender identity, sexual orientation, marital status, disability, age, genetic information, or status as a veteran in admission to, access to, treatment in, or employment in its programs, activities, or employment. As an affirmative action, equal opportunity employer, the University is dedicated to the goal of building a diverse and inclusive faculty and staff that reflect the broad range of human experience who contribute to the robust exchange of ideas on campus, and who are committed to teaching and working in a diverse environment. We strongly encourage applications from groups historically marginalized or underrepresented because of race/color, gender, religious creed, disability, national origin, veteran status or LGBTQ status. Suffolk University is especially interested in candidates who, through their training, service and experience, will contribute to the diversity and excellence of the University community.

#J-18808-Ljbffr

Description

Suffolk University Law School is excited to announce the opportunity to join an amazing team of attorney professional development advisors and career services professionals as our new Assistant Director in the Office of Professional & Career Development (PCD). The Assistant Director will have the opportunity to work with highly talented and diverse students as they enter the profession and to collaborate with our impactful and experienced PCD team.

In recent years, Suffolk University Law School's graduate employment outcomes have improved considerably in large part because of the stellar work of our PCD office, innovative curriculum, and motivated students. This improvement also has contributed to Suffolk Law's 40-spot increase in the US News rankings in the last ten years, the seventh fastest rise of any law school in the country during that period. This is a great opportunity to use your experience and passion to join a law school that is on the move and to help build and develop the next generation of lawyers.

Reporting to the Dean of Professional and Career Development, the Assistant Director will assist law students with their professional development through career counseling, employer development and professional skills training. The Assistant Director will work collaboratively with the entire professional and career development team to prepare students for modern practice and the legal job market in a wide range of legal and law-related practice settings.

Primary Responsibilities

• Provide 1-on-1 and small-group career advising and coaching for students
• Teach professional development classes and workshops
• Develop co-curricular programming focused on educating students about career opportunities and developing networks between students, alumni and employers
• Maintain and expand experiential training and post-graduate opportunities through building new employer partnerships and expanding existing employer relationships
• Maintain active communication through social media, targeted emails, and in-person or virtual engagement with students, faculty, alumni, and employers
• Represent PCD and Suffolk University Law School at events, panels, meetings, and seminars within the Law School and the regional legal community.

Requirements & Qualifications

• J.D. required.
• A minimum of three years legal or law-related practice experience preferred. Supervisory and/or counseling experience is helpful.
• Ability to work independently and to exercise considerable judgment and discretion on matters pertaining to student professional and career development.
• Excellent communication skills to establish and cultivate rapport with students, alumni and employers.
• Must be a team-player, possess eagerness to initiate new projects and ability to set priorities and employ time management.

Closing Statement

This is a hybrid work opportunity to engage with students, faculty, alumni and employers on-site in the heart of Downtown Boston and remotely through a 3-day on-site, 2-day remote work schedule. Suffolk University offers a broad and competitive range of benefits , including generous medical, dental and vision insurance, University-supported progressive retirement savings plan, and generous time off policies . See updated benefits and policies at: .

Suffolk University does not discriminate against any person on the basis of race, color, national origin, ancestry, religious creed, sex, gender identity, sexual orientation, marital status, disability, age, genetic information, or status as a veteran in admission to, access to, treatment in, or employment in its programs, activities, or employment. As an affirmative action, equal opportunity employer, the University is dedicated to the goal of building a diverse and inclusive faculty and staff that reflect the broad range of human experience who contribute to the robust exchange of ideas on campus, and who are committed to teaching and working in a diverse environment. We strongly encourage applications from groups historically marginalized or underrepresented because of race/color, gender, religious creed, disability, national origin, veteran status or LGBTQ status. Suffolk University is especially interested in candidates who, through their training, service and experience, will contribute to the diversity and excellence of the University community.

#J-18808-Ljbffr

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Engage with Technology Business Unit leadership in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate and/or monitor execution of Risk Program requirements (e.g., RCSA, KRIs, etc.) within the Business Unit Risk Manager. Provide risk advice and influence to Human Resources and Legal. Aggregate, integrate, correlate and report risks for assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation.
**Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.**
1. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements.
2. Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
3. Assess, test and effectively challenge the assigned Business Unit to aide in the evaluations and self-identification of risk control weaknesses. Assist with evaluation and assessment of the remediation efforts to confirm adequate resolution.
4. Aggregate, report and communicate risk results to inform teammate stakeholders of the existing risk environment and escalate material concerns to Business Unit leaders and committees.
5. Monitor & report on emerging risks potentially impactful to Business Unit partners and Truist. Implement processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements.
6. Oversee risk appetite and business risk strategy ensuring adherence to defined limits. Effort includes risk identification, risk acceptance and risk prioritization of current and emerging risks.
7. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate Subject Matter Experts (SME's) and BURM peers for guidance and input.
8. Manage, update, monitor and track controls, including those aligned to SOX and regulatory requirements.
9. Foster a spirit of continuous improvement and offer recommendations to refine and/or enhance Business Unit and BURM processes as necessary.
10. Other activities and special projects, as deemed required.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training.
2. 8 plus years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience.
3. Strong knowledge of SOX and other industry-related regulatory requirements.
4. Strong knowledge of operational and other non-financial risks.
5. Ability to assess levels of adherence/execution and identify risk/control improvement opportunities in risk management principles/controls, broad based business practices, and Business Unit activities/processes.
6. Strong written and verbal skills.
7. Solid problem solving skills in complex environments.
8. Excellent time management and organizational skills with the ability to operate without close supervision; Capable of handling multiple projects concurrently.
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
10. Ability to travel, occasionally overnight.
**Preferred Qualifications:**
1. Master's degree in Finance or Business, or equivalent education and related training
2. 12 years of banking or relevant experience
3. Audit experience
4. Strong knowledge in field of assigned business unit(s)
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (