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Client Development Executive - Investment Firms

New York, Washington, DC, Austin, or Palo Alto, US · Legal

Our client is a leading global business law firm looking for a collaborative, results-oriented individual who enjoys working in a fast-paced environment and has exceptional problem-solving skills. Naviga has been engaged to recruit a Client Development Executive - Investment Firms to join their team.

Title: Client Development Executive - Investment Firms 
Location
  • Preferred: New York, NY, or Austin, TX
  • Other Locations: Washington, DC; Palo Alto, CA
  • Work Model: Hybrid (in-office presence with flexibility for work-from-home)

Key Notes/Company Details:
  • Headquartered in both Chicago, IL and London, England.
  • Multi-Billion Dollar Business, Employing over 3600 Lawyers
  • Culture includes individuals of high standards, providing support and collaboration throughout the business
  • Work with a reputable global firm known for its excellence in professional services.
Responsibilities:
  • Manage sales pipelines and collaborate with practice group leaders and attorneys.
  • Lead or participate in meetings with clients and prospects to cultivate business relationships.
  • Identify leads, industry trends, and emerging markets to populate the sales pipeline and close deals effectively.
  • Cultivate a referral network independently and in partnership with attorneys.
  • Partner with attorneys to expand existing client relationships and secure new clients.
  • Act as a sales and business development coach, helping attorneys achieve goals and improve client relations.
  • Foster a culture that embraces strategic and aggressive client expansion.
  • Conduct periodic client satisfaction surveys and meetings to address service issues and enhance client experience.
  • Organize and execute marketing initiatives in collaboration with the marketing department.
  • Represent the company at meaningful events and large conferences.

Requirements:
  • Minimum 10 years of business development experience in a law firm or professional services organization such as EY, PWC, Deloitte, KPMG. 
  • Expertise in investment funds, pension funds, and insurance funds.
  • Strong connections with the Institutional Limited Partners Association (ILPA) or other related organizations. 
  • Proven track record in client development and relationship management.
  • Exceptional presentation and communication skills with the ability to engage senior executives, lawyers and third parties.
  • Strong business acumen, self-motivation, and the ability to work both independently and collaboratively.

Education: 
  • Bachelor’s degree in Marketing, Communications, or a related field.
Benefits:
  • Medical, Dental and Vision Insurance 
  • Health savings account (HSA)
  • Flexible spending account (FSA)
  • Commuter spending account
  • Basic life and accidental death & dismemberment insurance (AD&D)
  • Short Term and Long Term Disability coverage
  • Guide+Thrive (EAP)
  • Critical illness insurance
  • 401(k) and Profit sharing plan
  • PTO and Holiday 
  • Plus much more!

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