Business Development Officer – Escrow & Paying Agent Services

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 (vac