Provide business development and marketing support to the firm’s Marketing Department
Assist with maintaining the team’s experience database
Coordinate and execute responses to external credentialing surveys and awards programs
Prepare practice development and collateral materials for client and targets
Assist with internal and external team communications
Work with assigned Business Development Team to develop/prepare customized pitch materials for prospect/client presentations
Assist in responding to RFPs
Support updating and keeping current the firm’s practice development information
Assist with directory, award and ranking submissions
Perform foundational industry, prospect, firm experience, and competitive research to support business development initiatives
Assist assigned Development Team with special projects as needed

Bachelor’s degree
3-5 years of relevant experience in professional services, law firm experience preferred
Exceptional communication, organizational and project management skills
Strong editing and proofreading skills
Advanced capability in Microsoft Office Suite, including Excel, Word, and PowerPoint or Microsoft 365
Ability to perform effectively in a fast-paced, service-oriented environment
Ability to multi-task and prioritize
Strong oral and written communication skills

comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
life and AD&D insurance
short and long term disability insurance
tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
health advocacy services
behavioral health and counseling resources for all family members
401(k)
profit sharing
backup dependent care
senior care planning support
resources for individuals with development disabilities and their caregivers
paid holidays and other paid time off, including paid leave for new parents

Senior Practice Development Coordinator – Wealth and Tax

Key skills