Senior Specialist, Business Development – Financial Institutions

Davis Polk & Wardwell LLP

. Manage requests for complex pitches, RFPs, and other capabilities presentations .

Posted 9/21/2026full-timeUnited StatesSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in marketing and business development within the financial institutions regulatory and fintech sectors, with strong project management and communication skills. Proficient in utilizing CRM and document management systems to enhance operational efficiency and client service.

Highest-signal resume keywords

Marketing And Business Development ExperienceProject Management SkillsPowerPoint And Microsoft Office SkillsCRM/Experience Management Software KnowledgeResearch And Analytical Thinking Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementResearch IntelligenceMarketingBusiness DevelopmentFinancial Regulatory KnowledgeAnalytical ThinkingContent DraftingDatabase ManagementEvent CoordinationClient Service

Soft Skills

Exceptional Oral/Written CommunicationOrganizational SkillsCreative Problem-SolvingTeam CollaborationProfessionalism

Tools & Technologies

InterActionDealCloudIkunaIManageBloombergPitchBookCapital IQLSEGDealPointData

Industry Keywords

Financial InstitutionsRegulatory ComplianceNational SecurityFintechDigital Assets

About the role

Key responsibilities & impact

Manage requests for complex pitches, RFPs, and other capabilities presentations
Handle and lead sponsorship-related tasks including invoice processing, contract review, benefit allocation, attendee-list research, and project management of internal attorney teams
Lead and liaise with events and digital marketing teams on practice group event coordination, including client dinners, roundtables, and webinars
Draft and submit content for legal directories, awards, and related industry guides; manage research, database updates, final submissions, and interviews
Manage print and digital marketing materials to reflect substantive strengths, accomplishments, and current activities
Maintain matter databases for precedent, marketing, and business development purposes; oversee experience-database quality control
Oversee practice mailing lists for targeted client and prospect mailings
Review internal records to update contact information and categorize newly added entities into industry lists
Work cross-departmentally with graphics, business intelligence, PR, communications, accounting, finance, and cross-practice coverage teams
Oversee the group Weekly Update for the attorney team, including event-related industry research
Optimize internal group processes and improve long-standing efforts
Coordinate research on existing and prospective clients, competitor activity, financial regulatory reform, financial markets, financial institutions, and related industry trends
Collaborate with attorneys and internal PR on article placement, speaking opportunities, conference sponsorships, webinars, and other visibility initiatives

Requirements

What you’ll need

Marketing and business development experience in the financial institutions regulatory, national security regulatory, fintech and/or digital asset sectors
Exceptional oral/written communication skills
Exceptional project development and management skills and a creative, solutions-oriented mindset
Extremely organized
Strong PowerPoint and Microsoft Office skills
Working knowledge of CRM/Experience Management Software (e.g., InterAction, DealCloud, Ikuna), document management systems (e.g., iManage), and transaction platforms (e.g., Bloomberg, PitchBook, Capital IQ, LSEG, DealPointData, etc.)
Strong research and analytical thinking skills
Ability to prioritize, organize and meet multiple projects deadlines at one time
High sense of responsibility, accountability, and focus on responsiveness
Ability to work collaboratively on a team
Promote effective work practices, maintain a positive attitude and show professionalism and respect for business services colleagues and firm lawyers
Possess a strong commitment to client service
Must be outgoing, comfortable demonstrating initiative, and able to think critically and creatively
4-7 years of experience in business development & marketing, research intelligence, or relevant corporate finance experience in a professional services role
Bachelor’s degree required, preferably in marketing, finance, or business

Benefits

Comp & perks

Competitive salary
Comprehensive benefits package