CLIENT DEVELOPMENT SPECIALIST JOB DESCRIPTION

Few professionals spend a single week doing the same thing twice. A Client Development Specialist moves between running structured pitch processes for investment funds mandates and diagnosing the integration gaps that erode a financial services client's confidence in a solution. The role sits within a revenue-generating function, typically aligned to a senior director or practice lead, and owns a defined portfolio of B2B relationships that span both retention and expansion. What makes the work genuinely demanding is the dual accountability: commercial targets and the depth of advisory trust that professional and financial services clients expect before they sign anything.

As the Client Development Specialist, you drive revenue growth and client retention across a defined portfolio of professional or financial services accounts, translating market intelligence and domain knowledge into proposals that convert and relationships that compound. The position sits within a client-facing commercial team, with day-to-day accountability shared between a senior sales director or practice leader and the cross-functional delivery partners whose output you represent externally.

Career Impact: Owning the full pitch and credential process for financial services or funds mandates builds the kind of market-facing expertise that distinguishes senior business development professionals from generalist account managers.

Business Impact: When this role performs well, proposal conversion rates climb and managed accounts renew and expand; when it underperforms, client intelligence goes unactioned, and revenue opportunities that were in the pipeline quietly disappear.

Growth Opportunity: The combination of CRM discipline, financial markets fluency, and client advisory depth developed here opens progression into senior practice development, key account leadership, or specialist BD roles commanding a broader geographic remit.

Company Value: The role offers direct access to senior stakeholders and a portfolio that scales with performance, making it one of the faster internal paths to visible commercial contribution.

• Manage day-to-day relationships across a defined book of B2B accounts, serving as the primary point of contact for professional and financial services clients.
• Identify expansion and upsell opportunities within existing engagements, translating client feedback into scoped proposals for additional services.
• Lead the preparation and submission of pitches, credential statements, and formal RFP responses for funds, investment management, and advisory mandates.
• Partner with internal research, analytics, and delivery teams to align client objectives with available capabilities and ensure accurate solution positioning.
• Monitor market trends, competitive movements, and client portfolio changes to generate actionable intelligence for account planning and pursuit prioritization.
• Conduct structured client feedback sessions and translate findings into follow-up plans that address service gaps and strengthen retention.
• Track pipeline progress, document pursuit outcomes, and report account health metrics to senior directors and practice leads on a defined cycle.
• Support clients through complex onboarding and integration stages by coordinating technical or subject-matter resources and resolving escalated queries.

• Bachelor's degree in business, finance, economics, marketing, or equivalent work experience.
• 3 or more years of client development, business development, or account management experience, with demonstrated exposure to professional or financial services clients.
• Proven ability to lead and deliver structured pitch processes, including RFP responses and formal credential submissions.
• Strong quantitative and analytical capability, with experience interpreting market or performance data to inform client-facing recommendations.
• Working knowledge of investment funds, financial markets, or professional services advisory structures sufficient to engage credibly with senior client contacts.
• Skilled in managing multi-stakeholder relationships across both internal teams and external decision-makers simultaneously.
• Experience maintaining CRM records and using pipeline data to prioritize activities and report progress accurately.
• Excellent written and verbal communication skills, with the ability to present complex service propositions clearly to varied audiences.

• Exposure to the full pitch lifecycle for panel appointments, including capability statements and competitive benchmarking submissions.
• Proficiency in a second language relevant to the firm's international client base, particularly in European markets.
• Familiarity with enterprise data products, API-based service delivery, or data infrastructure as a client-facing domain.
• Experience conducting formal client listening programmes or structured satisfaction interviews on behalf of a professional services practice.

• Upsell and expansion revenue generated within the managed account portfolio, measured quarterly against target.
• Pitch conversion rate across submitted proposals, credentials, and RFP responses for the assigned client segment.
• Client retention rate across the managed portfolio, tracked at the account and revenue level.
• Pipeline coverage ratio relative to individual revenue target, reviewed on a rolling 90-day basis.
• Time to resolution for escalated client queries, reflecting responsiveness across complex multi-team engagements.
• Volume and on-time submission rate of league table and directory entries, where applicable to the practice.

• Base Salary Range: $70,000-$105,000, depending on seniority and industry segment
• Bonus: Variable component of 10-20% of base, tied to individual and team revenue targets
• Equity: Uncommon at this level in professional services; may be available at larger financial services firms
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard across the sector
• PTO: 15-20 days annually, with additional firm holidays typical in professional services
• Common Perks: Professional association memberships, conference attendance, client entertainment budget, and continuing education support

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Successful completion of a background check, which may include verification of employment history and credit history where relevant to this role's access to financial client data, is a condition of employment. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the hiring process upon request. Candidates must be authorized to work in the United States.

The Client Development Specialist owns the full arc of relationship development with high-net-worth and ultra-high-net-worth clients, cultivating collector and dealer networks to maintain authoritative knowledge of the watch market. Reporting to senior sales leadership, the role delivers measurable revenue through expert client presentation and deal-closing across a discerning VVIP clientele.

Key Responsibilities

• Cultivate networks among collectors, dealers, and others to develop and maintain knowledge of the watch market.
• Develop, maintain, and monetize commercially profitable relationships with high net worth/ultra high net worth clients.
• Meet and give professional presentations to clients at all levels with different backgrounds.
• Articulate artistic insights, disruptive angles, and craftsmanship to VVIP clients.
• Achieve sales targets.

Required Qualifications

• Experienced with ultra/high net-worth individuals.
• Seasoned and sales-oriented with extensive networking and communication skills.
• Presentable with high standards of grooming, elegant and well-spoken.
• Highly self-motivated with flexibility.
• Strong salesmanship and deal-closing ability.
• Excellent communication skills.

Embedded within the sales organization, the Client Development Specialist delivers direct support to a senior Sales Director, managing client communications, identifying upsell opportunities, and maintaining the health of existing account relationships across a full portfolio of market intelligence solutions. Working closely with account management, research, survey, and advanced capabilities teams, this role enables revenue growth by ensuring client goals are met and strategic solutions are executed on time.

Core Functions

• Partner cross-functionally across internal resources for the preparation and delivery of strategic solutions for existing customers.
• Identify upsell opportunities within client engagements.
• Support and often lead day-to-day management of accounts, both internally and externally.
• Identify areas for increased efficiency and optimization with internal processes.
• Collaborate with cross-functional teams in account management, research, survey, and advanced capabilities to ensure that client goals are met.
• Create proposals and briefs that outline client objectives and help the team secure the deal.

Qualifications & Experience

• Bachelor's degree or equivalent experience.
• 2+ years of experience as a BDR/SDR or other corporate experience that requires client needs evaluation and articulation of growing revenue.
• Proven track record of meeting sales goals and striving for excellence beyond expectations.
• Excellent interpersonal skills with the ability to work well with people.
• Self-motivated with a constant drive to succeed.
• Demonstrated strength in quantitative and analytical ability.

Reporting to the Director of Client Development, the Client Development Specialist shapes how functional medicine clinics receive practical business support, delivering resources, webinars, and one-on-one coaching sessions that strengthen clinic operations and provider outcomes. Partnering with the Learning and Development Team and external clinicians, the role builds scalable content and systems that expand client reach beyond the existing client base.

Primary Duties

• Business resource account creation.
• Welcome outreach and correspondence with new accounts.
• Actively listen to clients on the support they would find most useful.
• Participate in professional development to provide outstanding recommendations to clients.
• Develop and maintain resources on best practices on various topics for FM clinic operations.
• Collaborate with the Learning and Development Team on internal development strategies.
• Develop templates for clients to use on various topics.
• Collect and disseminate insights, feedback, and reviews from providers.
• Host and facilitate webinars with the Director of Client Development.
• Develop SOPs for typical clinic roles/staffing needs.
• Outline content for contract marketer.
• Attend conferences/trainings when needed.
• Represent the organization in a positive light and maintain core values and mission.
• Create blog/social content to reach clinicians beyond our clients.
• Provide 1:1 business coaching sessions for Health Coaches and FDN providers.

Skills & Qualifications

• Associate's degree in communication, marketing, psychology, business, or health-related field required.
• Understanding of and passion for Functional Medicine/Integrative philosophies.
• WordPress, Canva, Vimeo, Salesforce, and Mailchimp experience preferred.
• Excellent communication skills, both oral and written.
• Desire to learn and grow into higher-level roles.
• A self-starter and resourceful mentality, along with being highly organized.

Sitting at the intersection of luxury client strategy and international market development, the Client Development Specialist leads pre-arrival initiatives, Nomad activations, and post-engagement plans to achieve client acquisition and financial targets across all regions. Operating across B2B partnerships, in-store residencies, and hospitality and finance partner networks, the role provides data-driven client feedback to cross-functional teams while converting top-tier prospects into loyal clients.

Duties

• Work as project lead on the international client development strategy, managing all pre-arrival development initiatives, Nomad activations, and post-engagement plans to achieve both client acquisition and financial targets.
• Use data to profile key top-tier clients, potential new clients, and their networks for quality new client acquisition, converting them into loyal clients.
• Devise initiatives, micro customer events and experiences to drive customer engagement whilst achieving financial targets and encouraging client introductions.
• Act as a key stakeholder in the Partnership task force focussing on acquisition opportunities and point of contact for sharing perspective across cross-functional teams, providing data-driven client feedback.
• Work alongside the Marketing Team in the planning and execution of B2B Partnerships, focusing on in-store residencies with brand partners, and client acquisition across hospitality and finance partners.
• Anticipate new and upcoming trends to support ideation for client acquisition.

Requirements

• Previous experience in a luxury retail and/or service-related industry and understanding of luxury culture and proven experience in luxury fashion sales.
• Proven ability to engage and build client relationships through clienteling and awareness of international and local customs.
• Commercially aware and able to understand and interpret analytics into recommendations.
• Strong CRM background to make data-driven decisions with proven results.
• Ability to think strategically and outside the box.
• Excellent written and verbal communication.
• Excellent team player but also able to work independently.
• Comfortable with ambiguity, adopting a flexible approach.
• Proactive and action-oriented with the ability to handle multiple tasks to meet tight deadlines.
• Able and willing to travel when necessary.

A key member of the Luxembourg office's business development function, the Marketing & Client Development Specialist leads market and client development strategy across funds and financial investor segments, spanning real estate, private equity, private debt, and infrastructure. Collaborating across practice groups, marketing, and global firm leadership, the role builds external profile and pipeline by delivering high-quality pitches, directory submissions, and a structured client listening programme.

Functions

• Support the Luxembourg office in defining and implementing its client and market development strategy with a focus on Funds and Financial Investors.
• Shape, promote and lead Luxembourg-led initiatives and campaigns for these client segments.
• Proactively spot market trends and opportunities across all Funds, Investment Management and Financial Investors sectors, including Real Estate, Private Equity, Private Debt and Infrastructure.
• Oversee the effective pursuit of opportunities, including everything from coaching lawyers to capturing practice credentials.
• Management of pitches and credential statements.
• Reputation management and marketing communications.
• Support in building profile and pipeline opportunities for practice and wider firm.
• Lead league table and legal directory submissions to raise external profile.
• Take a leadership role in client relationship management by applying depth of product knowledge to support client programs involving Luxembourg.
• Support the client listening programme by conducting client feedback interviews for significant financial investors matters led by Luxembourg.

Experience & Qualifications

• An academic degree, bachelor's or master's.
• Minimum of 5 years of demonstrated business development or practice management experience in a professional/financial services or law firm.
• Good knowledge of the investment funds market, including alternative strategies.
• In-depth experience in strategic business planning, key account planning, and managing complex RFPs is key.
• A track record of delivering client outreach plans and actions within a professional services firm.
• Understanding of a global law firm's business areas, both transactional and advisory.
• Experience across the full lifecycle of a pitch, panel pitch or capability statement request.
• Well-developed influencing and presentation skills as well as being confident, resilient and focused.
• Ability to work autonomously with little guidance.
• Ability to demonstrate a track record of being proactive and delivering high-quality work both personally and through a team.
• Hands-on, with proven project management skills.
• A global perspective, with sensitivity to multiple and diverse cultures, with international working experience as an advantage.

Consistent client retention and elevated average spending depend on the Client Development Specialist, who leads events strategy across all regions and develops the gifting programme to deepen client engagement within the luxury fashion sector. Based within the global clienteling function, the role partners with Image, Design, Analytics, and regional Client Engagement teams to ensure every event and gift initiative delivers measurable return on investment and aligns with brand codes.

Accountabilities

• Lead the development and implementation of clients' events strategy across all regions and track the performance to ensure a high level of execution and positive return on investment, overseeing event conception and production, liaising with Client Experience Factory, Image, Product Marketing, and Analytics counterparts.
• Oversee the event calendar and ensure its constant update; provide event guidelines guaranteeing regional alignment to the brand codes and image.
• Share key takeaways on both qualitative and quantitative results from post-event reports and always challenge to improve the event format and client experience.
• Collect feedback and best practices on clienteling events, private client activities, and share with Corporate and Regions.
• Contribute to the definition of the gifting strategy and its KPIs, coordinate and support regions in the consolidation of their orders.
• Elaborate and improve the gifting catalogue for each client profile and key moments, working closely with Image, Design and Client Factory teams.
• Monitor and structure the gifting offer to ensure constant improvement of the client experience and target achievement.
• Ensure successful regional implementation and usage of the gifts as per the guidelines provided.
• Guarantee a high level of execution when it comes to regional production/sourcing of gifts.
• Follow up on gift delivery and budget.
• Develop dedicated clienteling tools and other engagement opportunities for our clients, and support the implementation across regions, aiming at increasing customer retention and average spending.
• Partner with local Client Engagement teams in identifying needs and clienteling opportunities and in implementing them.
• Ad hoc support for global clienteling topics.
• Competitor and best-practice screening and benchmarking.

Technical Qualifications

• Around 2/3 years of work experience preferred in marketing or retail, with omnichannel client knowledge a plus.
• Deep interest and understanding of customer experience and luxury codes.
• Experience in the luxury/fashion business.
• Experience in collaborating with Retail teams.
• Excellent MS Excel and PowerPoint skills.
• Attention to detail with good organizational and team player skills.
• Can-do attitude, open-minded, and creative spirit.
• Excellent communication and time management skills.
• Fluent in both oral and written English.

As the Client Development Specialist, this role serves as the primary technical and client-facing resource within the Enterprise Data Service Delivery department, supporting Bloomberg API integration and delivering second-tier technical support for complex client issues. The Enterprise Data Service Delivery team relies on this work to maintain robust client relationships, drive product improvements, and ensure successful adoption of Bloomberg's enterprise data products and services.

Activities

• Work closely with technical and market data contacts at client firms to understand their requirements and help them to build out solutions using the Bloomberg API.
• Work with other service delivery teams on client projects as well as engaging directly with those clients to drive successful integration of Bloomberg products and datasets.
• Take ownership of complex questions and issues reported by clients as a second tier of technical support via phone calls, ticket systems, email, and in person.
• Liaise with engineering and product teams internally to resolve issues or build out enhancements to enterprise products for clients.
• Actively identify potential areas of improvement or gaps in internal tools and monitoring systems and propose solutions.
• Partner with sales and account management to build and strengthen client relationships, including on-site meetings, demos, and seminars.

Position Requirements

• Bachelor's degree in Computer Science or Information Systems/Technology.
• Knowledge of market data, asset types, infrastructure, data models, and the financial markets, having worked with or within a Data Vendor environment.
• Programming skills; in-depth knowledge of C++, Java, and .NET, with ability to read client code examples, compile and send own samples, and knowledge of Python is also highly beneficial for both client engagements and internal tools.
• UNIX skills with ability to investigate technical issues or willingness to learn.
• Exposure to Perl is useful for some of the older tools.
• Experience with database querying languages such as SQL, NoSQL, or similar.
• Exposure to architectural design to facilitate client adoption of enterprise data products and services.
• Experience with Cloud Technologies.
• Project management and multitasking skills to work on several client engagements at a given time.
• An analytic and problem-solving mindset to identify the root cause of an issue and provide clear solutions.
• Client-facing and customer service skills; be presentable and able to articulate complex technical concepts to all skill levels.
• A second European language is preferred.

Client Development Specialist builds and sustains a regional client portfolio in the architecture, engineering, and construction sector, leading coordination meetings, annual planning, and proposal pipeline development to accomplish office growth goals in the Kentucky region. Success in the position means maintaining active field presence with existing and prospective clients, contributing to conferences and trade shows, and ensuring safety standards are upheld across all project-related activities.

Operational Focus

• Act as the client development professional for the Kentucky region.
• Co-lead client development and business development coordination meetings.
• Work closely with the Director of Client Development and Regional Manager during annual planning to develop a client and business development strategy to accomplish growth goals.
• Assist with the preparation, execution, and tracking of client and business development plans.
• Accountable for driving an increase in opportunities with key clients in strategic sectors.
• Track and report progress of the team's client development activities to support the office growth plan.
• Research and understand market analysis and client information and derive actionable insights.
• Track broad industry trends and changes to help understand the market landscape.
• Coordinate and manage feedback from client surveys and partner in developing strategies for follow-up and improving client experience.
• Strong understanding of company services and local market competition.
• Work with the team to identify, develop, and nurture leads and build pursuit and proposal pipeline.
• Hold leadership positions in appropriate professional organizations and network with client contacts to gather intelligence regarding the market and competition.
• Utilize and share networking contacts with the team to develop long-term client relationships.
• Spend time outside the office in direct contact with clients and prospects.
• Schedule meetings with the team between existing and potential clients to present capabilities.
• Maintain current client relationships and identify areas for potential clients.
• Coordinate client, sector, and project pursuits with corporate roles including NAMs, Sectors, and Marketing.
• Assist with prioritizing, organizing, and execution of promotional activities and programs which include professional displays at designated conferences and trade shows.
• Utilize available business intelligence tools to seek opportunities that present the highest chances for success.
• Help lead and prioritize activities of a marketing professional in proactively developing proposal-ready materials, including a repository of ready-to-use resumes and project capsules.
• Follow safety rules, guidelines, and standards for all projects.
• Participate in pre-task planning.
• Report any safety issues or concerns to management.

Knowledge, Skills & Abilities

• Bachelor's degree in Sales, Marketing, Business, or a related degree and 3 years of related work experience, or instead of a degree, a minimum of 7 years of related work experience.
• Experience working in a professional services firm.
• Familiarity with the Architecture, Engineering, and Construction community.
• Knowledge and experience with CRM software.
• Experience preparing strategic development plans.
• In-depth understanding of RFP/RFQ process and procedures.
• Strong onboarding and client interaction abilities.
• Effective verbal and written communication skills and drive for results.
• Effective time management, organization, and problem-solving skills to manage multiple parallel tasks, tolerate ambiguity, and set priorities.
• Proactive, creative, self-starter.
• Strict attention to detail and enthusiasm for collaboration.
• Valid driver's license with acceptable violation history.