Senior RFP Manager
Core
Lead the end-to-end delivery of high-quality RFPs, RFIs, DDQs, and consultant database submissions for an asset management firm.
Role type
Senior RFP Manager
Builds
Institutional and intermediary client proposals, consultant databases, and bespoke questionnaires
Domain
Asset Management / Investment Marketing
Required skills
RFP and proposal management, investment knowledge (asset classes, structures), stakeholder management, project management, technical writing and editing, content governance
Preferred skills
Team leadership, process improvement, automation
Technologies
Qvidian, Salesforce, Red Oak, Loopio
Responsibilities
Lead end-to-end delivery of complex RFPs, RFIs, DDQs, and consultant database updates; Manage workflow, timelines, and quality control for a senior team member; Produce and edit commercially compelling content for institutional and intermediary audiences; Partner with stakeholders to validate investment, operational, regulatory, and ESG information; Drive improvements in proposal technology and workflow efficiency
Seniority
Senior, hands-on IC with team leadership