Client Development & Engagement, Specialist - Exempt Organizations & Family Offi
Simpson Thacher and Bartlett LLP, New York, New York, United States
Simpson Thacher serves as fund counsel and trusted adviser to the world's most successful and innovative investment firms. This is a high-impact opportunity to partner with senior attorneys and Client Development & Engagement leaders, helping to showcase the Firm's experience, deepen client relationships, and drive strategic growth. You'll be part of a dynamic team that values initiative, collaboration, and intellectual curiosity-and you'll work closely with colleagues across the Exempt Organizations, Family Office and Personal Planning practices and our global Client Development & Engagement organization.
The Client Development & Engagement Specialist is responsible for supporting the Funds Client Development team by implementing specific marketing and client development strategies through research and analysis, reporting, marketing communications, content administration, events and presentations. This role provides research and analysis about clients, competitors, markets and industries, and supports the Firm's client development, internal process building and branding initiatives to ensure the Firm's high standard of excellence is met.
Responsibilities
Develop, edit, and finalize customized presentations, pitch decks, and RFP responses for new business opportunities and client meetings that reflect Simpson's dominance in the exempt organization, family office, and personal planning market
Maintain website content, attorney biographies and other Client Development communications materials across multiple channels
Draft and distribute funds-related client alerts
Serve as a go-to resource for the Firm's exempt organization, family office, and personal planning credentials by ensuring initiatives, services and significant matters are publicized internally and externally
Assist with the preparation of submissions and survey responses for funds-related directories and publications
Assist in preparation and maintain marketing materials, such as decks, practice area descriptions, rankings and quotes, varied advertising, posters, flyers and other promotional materials, in conjunction with the Graphics team
Assist with distribution of varied marketing materials and Firm communications, such as event invitations, ranking submissions, press releases, summaries and web-related content
Manage the funds-related data for the Firm's CRM system
Conduct research through database searches, industry resources, and networking as directed
Assist with Firm-sponsored events and presentations
Work with stakeholders in other departments and in other offices as needed
Support Funds Client Development projects and other Firm initiatives as needed
Perform additional duties as needed
Qualifications
Required
Bachelor's degree
Preferred
Major in Advertising, Marketing, Communications, Public relations or related field preferred
Skills & Experience
Required
4-5 years of relevant business experience
Must be able to work independently and collaboratively in a highly competitive and demanding environment
Strong attention to detail and self-motivated to produce accurate, timely and complete work product
Strong written and verbal communication skills and excellent research and analytical skills
Strong project management skills, initiative and the ability to manage multiple projects concurrently
Ability to begin to leverage institutional knowledge in own work
Demonstrated knowledge of full range of Business Development skill set
Proficiency in MS Office programs such as Outlook, Word, and Excel
Must be flexible and willing to work overtime as needed
Preferred
Previous experience in a law firm, marketing or professional services field preferred
Some familiarity with Content Pilot's suite of products or other experience database preferred
Experience updating/maintaining a website preferred
Demonstrated experience using a Client Relationship Management (CRM) system preferred
Familiarity with exempt organizations and family offices
Salary Information
NY Only: The estimated base salary range for this position is $100,000 to $120,000 at the time of posting.
The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible.
Simpson Thacher will not sponsor applicants for work visas for this position.
Privacy Notice
For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at https://www.stblaw.com/other/privacy-notice.
Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran's status or any other legally protected status. This Policy pertains to every aspect of an individual's relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.
#LI-Hybrid
The Client Development & Engagement Specialist is responsible for supporting the Funds Client Development team by implementing specific marketing and client development strategies through research and analysis, reporting, marketing communications, content administration, events and presentations. This role provides research and analysis about clients, competitors, markets and industries, and supports the Firm's client development, internal process building and branding initiatives to ensure the Firm's high standard of excellence is met.
Responsibilities
Develop, edit, and finalize customized presentations, pitch decks, and RFP responses for new business opportunities and client meetings that reflect Simpson's dominance in the exempt organization, family office, and personal planning market
Maintain website content, attorney biographies and other Client Development communications materials across multiple channels
Draft and distribute funds-related client alerts
Serve as a go-to resource for the Firm's exempt organization, family office, and personal planning credentials by ensuring initiatives, services and significant matters are publicized internally and externally
Assist with the preparation of submissions and survey responses for funds-related directories and publications
Assist in preparation and maintain marketing materials, such as decks, practice area descriptions, rankings and quotes, varied advertising, posters, flyers and other promotional materials, in conjunction with the Graphics team
Assist with distribution of varied marketing materials and Firm communications, such as event invitations, ranking submissions, press releases, summaries and web-related content
Manage the funds-related data for the Firm's CRM system
Conduct research through database searches, industry resources, and networking as directed
Assist with Firm-sponsored events and presentations
Work with stakeholders in other departments and in other offices as needed
Support Funds Client Development projects and other Firm initiatives as needed
Perform additional duties as needed
Qualifications
Required
Bachelor's degree
Preferred
Major in Advertising, Marketing, Communications, Public relations or related field preferred
Skills & Experience
Required
4-5 years of relevant business experience
Must be able to work independently and collaboratively in a highly competitive and demanding environment
Strong attention to detail and self-motivated to produce accurate, timely and complete work product
Strong written and verbal communication skills and excellent research and analytical skills
Strong project management skills, initiative and the ability to manage multiple projects concurrently
Ability to begin to leverage institutional knowledge in own work
Demonstrated knowledge of full range of Business Development skill set
Proficiency in MS Office programs such as Outlook, Word, and Excel
Must be flexible and willing to work overtime as needed
Preferred
Previous experience in a law firm, marketing or professional services field preferred
Some familiarity with Content Pilot's suite of products or other experience database preferred
Experience updating/maintaining a website preferred
Demonstrated experience using a Client Relationship Management (CRM) system preferred
Familiarity with exempt organizations and family offices
Salary Information
NY Only: The estimated base salary range for this position is $100,000 to $120,000 at the time of posting.
The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible.
Simpson Thacher will not sponsor applicants for work visas for this position.
Privacy Notice
For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at https://www.stblaw.com/other/privacy-notice.
Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran's status or any other legally protected status. This Policy pertains to every aspect of an individual's relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.
#LI-Hybrid