FULL_TIME

FEED

UNKNOWN

This role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. Have familiarity with capital markets transactions (IPOs, debt and equity offerings, SEC-registered and Rule 144A placements), M&A, and other transactional work, including the ability to articulate deal structures, key terms, and market positioning in pitch materials, and to source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic .

YEAR

Latham & Watkins LLP

Business Development Advisor – New Business (Corporate)

[AW]-iCims

The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Kestra Financial Independent Advisor

Associate/Support Advisor

ea_via_bold

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

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