Managing Director Specialty Finance Strategy Exec
Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank Managing Director Specialty Finance Strategy Exec
Description
Leads the bank’s legal specialty banking strategy, go-to-market model, and deposit growth initiatives across law firms, attorneys, qualified settlement funds, and court-supervised funds. Partners with Commercial Banking, Specialty Finance, Treasury Management, Trust and Wealth, Legal, Operations, and market leadership to develop integrated client solutions, expand relationships, improve prospect targeting, and ensure seamless execution from opportunity identification through account funding. Leads development of the bank’s Qualified Settlement Fund (QSF) relationship model, legal-industry marketing strategy, technology capabilities, and attorney-focused financial planning offering.
| Provides distinctive service to clients and prospects, in person and over the telephone. Responds to client inquiries and satisfactorily resolve client issues. Supports firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). |
| Partner with SFD management on the Legal Solutions strategy, go-to-market, execution, talent assessment and hiring, annual planning, and driving deposits within Legal Banking and the broader SFD ecosystem. Help shape the unified coverage model and go-to-market across the legal businesses and the market champion program in the geographies. Lead the attorney financial planning initiative, managing offerings and coordination with the Trust & Wealth platform. Responsible for internal and external outreach, marketing, and marketing strategy for Legal Solutions. Turn internal data, benchmarking, and firm-level research into advisory content and sharper prospect targeting. Use AI tools to speed up research and early analysis. |
| Run a disciplined deposit pipeline across law firm operating accounts, escrow, IOLTA, and settlement and court-supervised funds, with a clear owner and next step on every opportunity. Build the QSF relationship model: how we engage claims administrators, lead counsel, and court-appointed parties, and what must be ready before we are asked, including onboarding, documentation, treasury, and payment capability. Help with technology stack and integration. Work alongside Specialty FAs, Legal, Special Assets, and market champions to find, win, and report opportunities, and join the calls where deposit and QSF expertise changes the outcome. Bring market and client input to the decision on digital payment capability for claimants. Spearhead the Pinnacle Life Finance Division’s deposit initiative. |
| Own the path from commitment to funded account with Specialty Finance Operations, Treasury and Trust, so clients experience one team. Improve visibility of the full firm relationship across our systems, so every team sees the same picture. Lead all new technology platform selection and integration efforts |
| Meets all the client’s financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. |
| Assists other team members as needed to ensure delivery of distinctive service. |
| Performs other related duties and responsibilities as required. |
| Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. |