Business Development Advisor

About the Role

The Business Development Advisor – New Business is an integral part of the 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, establish project timelines and protocols, develop win themes and client messaging, create compelling written and visual content, prepare response teams for in-person client presentations, coordinate input from subject matter expert BD colleagues, liaise with internal resources, and ensure a high level of client service.

The role will also be responsible for drafting, editing, and finalizing external-facing business development materials, including credentials statements, pitch documents, and responses to RFPs. This position will be located in either the New York or Chicago office and may offer a flexible hybrid work schedule.

Responsibilities & Qualifications

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 response team
• Collaborating with BD teams, attorneys, and internal resources to gather and compile information for credentials statements, pitch documents, and RFP responses
• Analyzing pitch request documents to identify compliance requirements, instructions, evaluation criteria, and other response management needs
• Collaborating with internal administrative functions, including Finance, Pricing, Compliance, Inclusion, and Legal, to ensure alignment and sharing of relevant information
• Protecting and maintaining highly sensitive, confidential, privileged, financial, and proprietary information

Qualifications

We’d 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
• Can tailor pitch content for diverse audiences, including financial institution clients, sponsors, borrowers, and development-stage companies
• Possess knowledge of pitch processes and experience utilizing pitch management tools
• Demonstrate the ability to work independently and consistently meet deadlines
• Thrive in a high-pressure environment and demonstrate strong critical thinking, analytical, organizational, and problem-solving skills

Education & Experience

• High school diploma or equivalent required; bachelor’s degree or equivalent preferred
• Minimum of six (6) years of relevant experience managing and leading strategic initiatives focused on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful business development strategies and winning proposals
• Minimum of eight (8) years of relevant work experience in a legal, financial services, professional services, or related industry environment