Law Firm Advisory Services Specialist
3 weeks ago
The Law Firm Advisory Services Specialist will be a strategic member of Citi Private Bank Law Firm Group, closely following the latest trends in the law firm industry. This role will leverage Citi's proprietary database of law firm financial data to advise clients on legal industry trends, firm performance, and financial strategy. The ideal candidate will have deep knowledge of the law firm industry and excellent oral and written communication and analytical skills to gain the trust and respect of senior leadership of law firms. Additionally, developed communication and diplomacy skills are required 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 Client Advisors 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.
- 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.
- Bachelor's/University degree, Master's degree preferred.
-
Senior Lead Fiduciary Advisory Specialist
4 weeks ago
Palo Alto, California, United States Wells Fargo Full timeAbout This RoleWe are seeking a Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. In this role, you will be responsible for advising leadership on developing and implementing objectives, plans, and strategies for complex financial planning needs.You will lead the strategy and resolution of highly complex planning needs in...
-
Senior Lead Fiduciary Advisory Specialist
4 weeks ago
Palo Alto, California, United States Wells Fargo Full timeAbout this role:We are seeking a Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. In this role, you will be responsible for advising leadership on developing or influencing objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs.You will lead the strategy and resolution of highly...
-
Senior IT Services Specialist
4 weeks ago
Palo Alto, California, United States Lawyers On Demand, a Consilio Company Full timeJob OverviewThe Senior IT Services Specialist is a key member of our IT team, responsible for delivering exceptional technology experiences to our lawyers, staff, and clients. This role requires a strong technical background, excellent communication skills, and a customer-focused approach.Key Responsibilities:Lead local IT operations and provide technical...
-
Patent Prosecution Specialist
3 weeks ago
Palo Alto, California, United States Perkins Coie Full timeJob Title: Patent Prosecution SpecialistAbout the Role:We are seeking a highly skilled Patent Prosecution Specialist to join our team at Perkins Coie. As a key member of our Intellectual Property group, you will play a crucial role in coordinating and supporting all phases of U.S. and international patent prosecution matters.Key Responsibilities:Prepare and...
-
Litigation Support Specialist
3 weeks ago
Palo Alto, California, United States DNA Partners Full timeJob Title: Litigation Support SpecialistAbout the Role:We are seeking a highly skilled Litigation Support Specialist to join our team at DNA Partners. As a Litigation Support Specialist, you will provide administrative support to our prestigious partners in Litigation, ensuring the smooth operation of their cases.Key Responsibilities:Support 2 busy...
-
Product Compliance Specialist
4 weeks ago
Palo Alto, California, United States S.T.E.P. Full timeProduct Compliance Role at S.T.E.P.We're seeking a seasoned Product Compliance Specialist to join our team at S.T.E.P. As a key member of our compliance team, you'll play a critical role in ensuring our products and services meet the highest standards of regulatory compliance.Key Responsibilities:Support the design, development, and implementation of new...
-
Orthopedic Field Service Specialist
3 weeks ago
Palo Alto, California, United States Enovis Full timeJob Title: Orthopedic Field Service SpecialistJob Summary:We are seeking a skilled and dedicated individual to join our team as an Orthopedic Field Service Specialist. As a key member of our Field Services Team, you will play a vital role in providing exceptional patient care and helping people live active lives.Key Responsibilities: Provide routine customer...
-
Senior IT Services Technician
4 weeks ago
Palo Alto, California, United States Considine Search Full timeJob SummaryThe Senior IT Services Technician will lead local IT operations and provide a high-quality technology experience for our lawyers, staff, practice groups, and clients. This role serves as an extension to the Infrastructure, Applications, and Service Management IT teams, providing local technical knowledge, troubleshooting, and systems support. The...
-
Technical Support Specialist
3 weeks ago
Palo Alto, California, United States Russell Tobin Full timeA reputable law firm based out of Palo Alto, CA is actively hiring for a Sr IT Services Technician who would be responsible for maintaining local IT operations and providing a high-quality technology experience for our lawyers, staff, practice groups, and clients.This role serves as an extension to the Infrastructure, Applications, and Service Management...
-
Senior IT Services Technician
4 weeks ago
Palo Alto, California, United States Motion Recruitment Full timeAbout the JobThe Senior IT Services Technician is a key role within our organization, responsible for leading local IT operations and providing a high-quality technology experience for our lawyers, staff, practice groups, and clients. This role serves as an extension to the Infrastructure, Applications, and Service Management IT teams, providing local...
-
Client Success Specialist
4 weeks ago
Palo Alto, California, United States Intapp Full timeJob SummaryThe Client Success Specialist will be responsible for delivering exceptional client experiences and ensuring the successful adoption of our Employee Compliance solution. This role requires a strong consultative approach, excellent communication skills, and the ability to work effectively in a team environment.Key ResponsibilitiesProvide...
-
Patent Prosecution Specialist
3 weeks ago
Palo Alto, California, United States Jobot Full timeIP Legal Assistant OpportunityA successful law firm is seeking an experienced IP Legal Assistant to join their team. The ideal candidate will have 3+ years of experience in U.S. patent prosecution, working in a law firm environment. A certification or associate's degree in paralegal studies is also required. Key Responsibilities:Assist in the preparation and...
-
Accounts Payable Specialist
4 weeks ago
Palo Alto, California, United States Eastridge Full timeJob Title: Accounts Payable ClerkJob Summary:Eastridge Workforce Solutions is a leading provider of workforce management solutions, committed to connecting skilled professionals with meaningful career opportunities. We are seeking an experienced Accounts Payable Clerk to join our Accounting team in Los Angeles, CA.Responsibilities:Onboard new vendors in...
-
High-Risk Protection Specialist
4 weeks ago
Palo Alto, California, United States Global Risk Solutions, Inc. Full timeJob Title: High-Risk Protection SpecialistLocation: Palo Alto, CAPay Rate: $35-60 per hourExperience Required: Minimum of 6 years of experience in executive protection or a related field.Licenses: BSIS Guard Card, BSIS Exposed Firearms Permit, Concealed Weapons Permit (CCW/LEOSA/HR218), Appropriate Use of Force and/or Weapons of Mass Destruction...
-
Patent Records Coordinator
4 weeks ago
Palo Alto, California, United States Wilson Sonsini Full timePatent Records Specialist Job DescriptionWilson Sonsini is a leading law firm that advises technology, life sciences, and growth enterprises worldwide. We represent companies at various stages of development, from start-ups to global corporations, as well as the firms that finance and advise them.The firm has a large team of attorneys in multiple offices...
-
IT Service Desk Technical Support Specialist
2 weeks ago
Palo Alto, California, United States Cypress HCM Full timeIT Service Desk Technical Support SpecialistAt Cypress HCM, our team is dedicated to providing top-notch IT support to our employees. We are seeking a highly skilled IT Service Desk Technical Support Specialist to join our team.Key Responsibilities:Provide in-person support at the Tech Bar and serve as the face of IT Service Desk for our Palo Alto HQ...
-
Field Services Print Support Specialist
3 weeks ago
Palo Alto, California, United States Ricoh Americas Corporation Full timeJob SummaryWe are seeking a highly skilled and experienced Field Services Print Support Specialist to join our team at Ricoh Americas Corporation. As a key member of our operations team, you will be responsible for providing top-notch print support services to our customers, ensuring their printing needs are met efficiently and effectively.Key...
-
Administrative / Medical Paralegal Specialist
3 weeks ago
Palo Alto, California, United States Jobot Full timeJob Title: IP Legal AssistantJob Summary:Jobot is seeking an experienced IP Legal Assistant to join their team at a very successful, larger Law Firm. The ideal candidate will have a strong understanding of patent prosecution and be able to work effectively in a fast-paced environment.Responsibilities:• Assist with patent prosecution, including drafting and...
-
Digital Transformation Specialist
4 weeks ago
Palo Alto, California, United States Apexon Full timeJob Title: Digital Transformation SpecialistAt Apexon, we're accelerating business transformation and delivering human-centric digital experiences. As a Digital Transformation Specialist, you'll play a key role in our Agile teams, facilitating daily stand-ups, sprint planning, reviews, and retrospectives. Your expertise in CSM, PSM, and Wealth Management...
-
Product Compliance Specialist
3 weeks ago
Palo Alto, California, United States S.T.E.P. Full timeRole OverviewAs a Product Compliance Associate at S.T.E.P., you will play a critical role in ensuring the company's products and services comply with applicable laws, rules, and regulations. This includes supporting the design, development, and go-to-market implementation of new products, features, and initiatives.Key ResponsibilitiesAct as primary expert...