Finance - Banking Attorney / Estate & Tax Planning Attorney in Atlanta, GA

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In-House

Atlanta, GA

Finance - Banking Attorney / Estate & Tax Planning Attorney in Atlanta, GA

Attorney

Min 8 yrs required

No

Job Title: Attorney II – Consumer Banking & Wealth Management

Job Responsibilities:
The Attorney II position in the Consumer Banking & Wealth Management division is responsible for providing legal support and strategic advice to the Global Wealth & Investment Management line of business. The role primarily focuses on high net worth lending products, services, and regulatory matters, which include securities-based loans, unsecured loans, and custom loans involving various collateral types and cross-border transactions. Key responsibilities include:

- Analyzing legal issues and implications related to high net worth lending products and services.
- Providing legal support in structuring, negotiating, and documenting various types of loans.
- Assisting with loan workouts and distressed loan scenarios, as well as internal and external audit examinations.
- Communicating clear, concise, actionable, and business-informed legal advice, occasionally to leadership.
- Interpreting rules, laws, and regulations from a compliance and business control standpoint to ensure proposed transactions comply with applicable policies, laws, and regulations.
- Drafting, reviewing, and/or negotiating complex legal documents and legal opinions.
- Gathering, assessing, and evaluating information from various sources to make judgments or inferences.
- Supporting company responses to government agency examinations and investigations, enforcement actions, private complaints, and litigation.
- Working closely with various internal clients and partners, including product management, underwriters, document preparation groups, client-facing personnel, risk management, compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business.

Skills required for this position include advisory, influence, interpretation of relevant laws, rules, and regulations, knowledge of policies, procedures, and guidelines, risk management, critical thinking, decision making, issue management, legal drafting and writing, regulatory compliance, attention to detail, collaboration, executive presence, legal structures and legal forms, and problem-solving.

Education and Experience Information:
The position requires a Juris Doctorate degree and admission to at least one state bar (active/good standing). A minimum of 8 years of relevant experience is required, preferably within a law firm setting or as in-house counsel at a banking/financial institution. The candidate should have a strong understanding of loan, pledge, and security documentation, applicable consumer and bank regulations, applicable securities regulations, and issues associated with lending to clients of an affiliated broker-dealer. Strong communication and drafting skills, proven experience and confidence in risk identification, analysis, and resolution, and strong risk management skills with a commercial and pragmatic approach to resolving issues are essential. The candidate should also demonstrate a strong work ethic and proven ability to multitask and perform within a fast-paced environment with minimal supervision. Proficiency in Microsoft suite and other related software is also required.

Minimum Education Requirement: Doctorate degree in a related field.

Salary Information:
The pay range for this position is $159, - $239, annualized salary. Offers will be determined based on experience, education, and skill set. The role is eligible for participation in the annual discretionary incentive plan, where employees can receive an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group, and the overall success of the company.

Benefits:
The role is currently benefits eligible, with industry-leading benefits, access to paid time off, and resources and support provided to employees to make a genuine impact and contribute to the sustainable growth of the business and the communities served.

Jul 14, 2025
Jun 30, 2025
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