Confidential · 2 days ago
VP, Head RFP and Consultant Data Base Team
Confidential is a leading global alternatives asset management firm seeking a Head of RFP & Consultant Database Team. This role involves overseeing the RFP process and managing the RFP writers while collaborating with various departments to ensure consistent product information responses.
Responsibilities
Oversee the RFP process at the firm
Oversee, maintain and enhance responses in RFPIO, the firm’s proposal software
Manage Associates; train them on completing RFPs and on product knowledge
Review RFPs being submitted as needed
Responsible for promoting consistency in product information responses across firm and marketing channels
Develop responses to consultant, client and prospect requests
Interact with all departments across the firm including investments, trading, legal and compliance, etc. to respond to product information questions
Manage workflow and review of proposals
Work with product solutions and marketing communications to ensure consistency of messaging in deliverables
Participate in due diligence meetings with consultants and institutional investors
Oversee the maintenance of consultant and performance databases
Qualification
Required
Bachelor degree from an accredited college
7+ years of related experience required
FINRA series 7 license required; or must be obtained
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Experience using RFPIO or similar RFP content management system
Experience managing an RFP group
Excellent communication and writing skills
Strong influencing and relationship building skills, with the ability to escalate and prioritize the team's work
Strong attention to detail and organizational skills
Self-starter, able to multi-task and prioritize in deadline driven environment
Must be able and willing to work in a team-oriented environment
Skilled use of Excel, Word and PowerPoint