* Provide market, industry, competitive research, and analysis to firm leadership for decision-making and business development support * Produce a wide range of deliverables for designated practice and industry groups, including in-depth client and industry analysis, business plans, and market audits to differentiate the firm from market competition and identify and monitor trends to ascertain new business opportunities within the legal marketplace* Track business and revenue metrics to determine cross-selling opportunities within client relationships* Support Carlton Fields’ practice and industry group shareholders in the development, implementation, and tracking of strategic cross- selling “client” teams* Support successful lateral attorney hiring via key due diligence program to grow key firm and niche legal practices

* In-house marketing / business development / decision-support consultant responsible for creating business / competitive intelligence research and analysis department that ultimately resulted in year-over-year double-digit increase in new and/or expanded legal service revenue from existing and prospective client targets * Prepared senior management, industry and practice group leader sales pitches and presentations for existing client and potential client meetings, seminars and industry events* Synthesized third-party information and publications into succinct alerts and reports to track and to report on significant trends, issues and news affecting the legal services industry as well as attorney shareholder client industries* Managed multiple internal client projects to support existing and new business development activities by the firm's leadership, key practice group leadership (corporate, litigation, real estate) and business development marketing team with a focus on providing actionable intelligence, data, and analysis

* Developed and managed the competitive and market intelligence function to provide insight and analysis to expedite the decision-making process by top U.S. and international management * Collaborated with senior management, product development, marketing, and sales teams to set objectives for intelligence gathering and create a feasible schedule for the collection and analysis of competitor data (i.e., sales volumes, distribution, pricing, promotion, new product launches, and corporate initiatives) * Quantified and qualified market metrics to identify and capitalize on potential business development and market opportunities* Synthesized and disseminated secondary market research e.g., Deloitte & Touche, PwC, and Wall Street analyst reports to key decision makers

* Created and managed a fully-operational competitive intelligence program to support the top management, product development and U.S. sales teams of Schwab Institutional as well as other Schwab business enterprises to include private wealth management subsidiary U.S. Trust, based in New York* Supported research efforts of Schwab Institutional Marketing by developing primary research survey instruments to monitor internal and external client product/service satisfaction* Managed and developed relationships with third-party financial service industry information providers (Cerulli, Spectrem Group, VIP Forum, NFO, Jupiter Research, Forrester Research)* Collaborated with internal IT and web-design departments to create and establish a query-enabled competitive intelligence intranet site and centralized online repository allowing for 24/7 access to CI department's documents, reports and analyses

* Functioned as one of the key decision-support contacts and influencers for the CEO and other executive-level staff.* Qualified and quantified market development opportunities for sales targeting by key U.S. sales executives.* Performed primary market research studies to support and monitor sales/product/program development and client satisfaction.* Debriefed U.S. sales and account management about industry market trends and competitor activities.

Position responsibilities and key duties included:• Collect, analyze and disseminate competitor market intelligence to all levels of the organization.• Develop economic, financial, industry-specific and market share forecasts and reports.• Manage and enhance strategic market research reporting and database development.

Charged with supporting early intelligence warning system across all US intelligence platforms