Business Development Senior Specialist, Financial Institutions, Fin Tech

New York NY

Summary

Business Development Senior Specialist, Financial Institutions will focus on providing support to the firm’s industry initiative, a strategic priority designed to grow firm revenue and profitability.  The specialist will assist and work alongside the industry managers to conduct research, analysis on a variety of topics related to the financial institutions industry and key client initiatives; prepare presentations, reports, pitches and RFP responses working in close collaboration with various members of the firm’s Marketing and Business Development team.

Primary Responsibilities

Industry and client business research and analysis

• Help maintain business development action items for key clients; work to develop dashboard for each of the key clients to help track progress, identify opportunities and begin process of building out metrics; distribute monthly report to the respective coverage team.
• Help coordinate coverage team meetings; take notes and distribute discussion points.
• Coordinate contact and activity information input into InterAction and other internal and external relationship management tools.  Build out relationship mapping for key clients in industry to help track activity against current contacts versus prospects.
• Help identify appropriate industry events and conferences; track ROI and follow ups.
• Maintain and update relevant industry web pages and internal industry-related sites.
• Research and gather business intelligence about key trends in the financial services industry and for the key clients.
• Research competitive intelligence using external and internal research and financial databases.

Pitches, legal directories and marketing collateral

• Assist in developing tailored pitches, proposals and presentations and other marketing materials specific to client and industry.
• Assist in preparing relevant directory submissions for industry, as applicable.
• Ensure industry-related collateral (brochures, capability presentations, web content) and noteworthy deal lists are reviewed, tracked and updated on a quarterly basis.
• Other projects and duties as assigned.

Knowledge, Skills & Abilities

• Communication Skills
• Exceptional verbal communication skills.
• Excellent written communication skills.
• Excellent presentation skills and an ability to engage audiences.

Analytical Skills

• Ability to analyze qualitative data.
• Strong analytical, statistical, quantitative, and deduction skills.

Team and Independent Worker

• Ability to build relationships and work well across functions.
• Experience in a collaborative team environment.

Time & Project Management

• Ability to prioritize and oversee multiple projects in a fast-paced environment. 

Business Acumen and Skills

• Demonstrates a strong client service orientation.
• Actively seeks innovative ways to improve processes, products, and client experience.

Behavioral Traits

• Proven ability to quickly learn new information, applications, processes, and procedures.
• Demonstrates the capacity to manage changing priorities and ambiguity while remaining calm and controlled.
• Maintains direction and focus through proactive planning and organized approaches to work.
• Demonstrated poise and grace under pressure.
• Communicates a “can do” attitude and positive outlook, minimizing negative behaviors.
• Professional image with ability to form good partner relationships across functions.
• Demonstrates initiative and resourcefulness. 

Education & Experience

• 2-5 years of work experience in professional services or law firm business development or marketing role.
• 4 year college degree or equivalent required.
• Experience with planning and preparing pitches, presentations and other marketing materials required.
• Experience working across variety of office locations, cultures and time zones.
• Advanced knowledge of MS Word, PowerPoint, Excel, InterAction; familiarity in working with any desktop publishing software would be a plus. 

Other Miscellaneous

• Flexible in regard to work hours as needed.