Business Development Advisor – New Business (Finance)

Amundsen Davis

$120K — $155K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma required; bachelor's degree preferred.
  • 6 years of experience in business development and proposal management.
  • 8 years of experience in legal, financial services, or professional services industries.
  • Familiarity with finance transactions and ability to discuss deal structures.
  • Proficient in pitch management tools and tailored content development.
  • Strong analytical and critical thinking skills.

Responsibilities

  • Conduct information sessions to clarify client needs.
  • Lead kick-off meetings for projects and team alignment.
  • Collaborate with BD teams to gather information for business documents.
  • Analyze pitch requests for compliance and evaluation criteria.
  • Work with internal teams to ensure comprehensive proposal alignment.
  • Maintain confidentiality of sensitive client information.

Benefits

  • Healthcare, life, and disability insurance coverage.
  • Generous 401k retirement plan.
  • At least 11 paid holidays and 23 days of PTO in the first year.
  • Access to well-being programs and mental health services.
  • Professional development opportunities offered.
  • Discounts available for employees.
  • Participation in affinity groups and networks.
Full Job Description
About the Role

The Business Development Advisor 6 New Business is an integral part of Latham 27s Business Development (BD) team.This role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities 6 Qualifications

Other key responsibilities include:

  • Conducting information gathering sessions with relevant BD teams and partners to clarify requirements, client needs, and approach
  • Leading kick-off meetings to establish messaging, key milestones, and the core team
  • Collaborating with BD teams, lawyers, and firm resources in gathering and compiling information for credentials statements, pitch documents, and responses to RFPs
  • Analyzing pitch request documents to elicit compliance requirements, instructions, evaluation criteria, and undertaking other response management tasks
  • Collaborating with other administrative functions within the firm, including the finance team, pricing team, compliance team, Inclusion, Opportunity 6 Community Committee (IOC), and the Office of General Counsel, to ensure alignment and sharing of relevant information
  • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We 2d love to hear from you if you:

  • Have familiarity with structured finance, project finance, leveraged finance, and capital markets transactions, including the ability to articulate deal structures and key terms in pitch materials, track market trends, and source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic
  • Tailor pitch content for diverse audiences including financial institution clients, sponsors, borrowers, and development-stage companies
  • Possess knowledge of pitch processes and the ability to utilize pitch management tools
  • Demonstrate the ability to work autonomously and meet deadlines
  • Exhibit the ability to work in a high-pressure environment and use critical and analytical thinking skills

And have:

  • A high school diploma or an equivalent, preferably a bachelor 27s degree or an equivalent,
  • A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals
  • A minimum of eight (8) years of relevant work experience in a legal, financial services, or a professional services environment, or an organization operating in the assigned sector(s), where applicable
Benefits 6 Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham 27s comprehensive benefit program which includes:

  • Healthcare, life and disability insurance
  • A generous 401k plan
  • At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
  • Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
  • Professional development programs
  • Employee discounts
  • Affinity groups, networks, and coalitions for lawyers and staff

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#MidSenior

#LI-BW1

Pay RangeUSD $120,000.00 - USD $155,000.00 /Yr.

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