Client Development & Engagement, Specialist - Exempt Organizations & Family Office

Overview

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.

• 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

Required

• Bachelor’s degree

Preferred

• Major in Advertising, Marketing, Communications, Public relations or related field preferred

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

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.

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