Manager, Client Development & Engagement – Financial Institutions & Adjacent Practices

The Manager, Client Development & Engagement (CDE) – Financial Institutions & Adjacent Practices works with CDE Directors to support strategic plans and business development objectives across the Financial Institutions Group (FIG), Insurance Transactional & Regulatory, Tax, Executive Compensation & Employee Benefits (EC/EB), and Crypto practices.

This role serves as a key resource to Partners and CDE leadership, assisting with high-priority BD execution, complex pitches and RFPs, strategic marketing materials, research, reporting, and implementation of practice-level business initiatives. The Manager will work closely with the Associate Director overseeing this multi-practice portfolio and will be expected to operate with a high degree of independence on core BD deliverables while developing deeper strategic responsibilities over time.

Responsibilities

• Collaborate with the CDE team, Partners, and client/industry groups in implementing business development strategies and action plans across FIG, Insurance, Tax, EC/EB, and Crypto.

• Support Partners and administrative departments with the development of pitches, RFP responses, internal presentations, and other BD materials, ensuring accuracy, cohesion, and timely delivery.

• Lead drafting, project management, and quality control for high-stakes RFPs and pitch submissions, coordinating inputs across multiple practice groups with minimal oversight.

• Liaise with CDE team members and Partners to prepare and maintain up-to-date practice descriptions, capability statements, evergreen decks, engagement lists, competitive intelligence, and other BD materials across all assigned practices.

• Manage and oversee the development, editing, and quality refinement of marketing collateral and BD content; translate partner input into clear, compelling narratives.

• Work with CDE team members to maintain accurate deal/case experience in the Firm’s databases, BD systems, and operational platforms.

• Manage or support practice and client events, independently or with colleagues, including agenda development, speaker coordination, and logistics.

• Assist with lateral on-boarding and integration into wider practice groups.

• Coordinate with CDE leadership, Marketing, and PR to support visibility initiatives such as speaking opportunities, industry engagements, and media activity.

• Prepare or oversee creation of directory submissions and survey responses for legal and business publications.

• Coordinate cross-practice BD workflows and help ensure alignment across FIG, Insurance, Tax, EC/EB, and Crypto stakeholders.

• Work with junior BD team members on designated tasks (under the supervision of the Associate Director), providing guidance, quality checks, and project coordination as needed.

• Manage CDE projects and Firm initiatives assigned by CDE leadership.

• Perform other duties and projects as assigned.

Skills & Experience

Required

• Minimum 5 years of relevant experience managing complex, multi-stakeholder BD or marketing projects; experience coordinating junior team workflows preferred.

• Experience cultivating and managing internal and external client relationships, including working directly with senior stakeholders.

• Creative and innovative thinker, generating ideas that create value and improve processes.

• Proficient in MS Office Suite and web‑based research; strong PowerPoint skills preferred.

• Ability to interact well and build professional relationships while maintaining a high level of customer service, diplomacy, and discretion.

• Exceptional written and verbal communication skills, including experience drafting and editing marketing or BD content.

• Excellent research and analytical abilities, with the ability to synthesize technical or complex information.

• Ability to assess needs, assign priorities, develop strategies, and make recommendations when presented with ambiguous or incomplete information.

• Strong problem‑solving and analytical skills to make sound decisions, escalating as appropriate.

• Demonstrated proficiency in project management and organizational skills, with the ability to manage multiple deadlines simultaneously.

• Ability to collaborate across teams and effectively share knowledge and resources with appropriate parties, both internally and externally.

• Ability to anticipate business challenges of Partners and senior team members and proactively address needs with self‑assuredness and business acumen.

• Must be flexible and willing to work additional hours as n