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Business Development Officer Escrow & Paying Agent Services

Business Development Officer Escrow & Paying Agent Services

CitigroupSan Francisco, CA, US
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Business Development Officer Escrow & Paying Agent Services

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.

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 environmentsparticularly within M&A, Private Equity, Restructuring, and Litigationand 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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    Business Development Officer Escrow & Paying Agent Services • San Francisco, CA, US