Senior RFP Specialist CI Wealth
Senior RFP Specialist CI Wealth
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Job Description
At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.
SummaryAs a key member of the CI Marketing Support team the Senior RFP Specialist will serve a critical role in support of CI Wealth growth and relationship management priorities. This individual will partner closely with Sales and Compliance partners and various other SMEs to complete RFPs RFIs DueDiligence Questionnaires (DDQs) and related requests for information ensuring consistency in messaging accuracy in information and legal and regulatory compliance. In maintaining the data base of categorized Firm and Mandate answers you will work closely proactively and reactively with internal partners on the Operations and Investment side.
Key Responsibilities
- Assume responsibility for handling RFPs RFIs DDQs and other adhoc requests from clients consultants and prospects. This entails detailed descriptions with accurate and compelling content in a deadlineoriented environment
- Ensure consistency in the firms brand and positioning in the marketplace through development and maintenance of RFP responses and relevant data in internal and external databases
- Write edit and proofread proposal content to ensure accuracy consistency and clarity.
- Conduct thorough research and analysis to support proposal content and recommendations.
- Manage the proposal process from start to finish including timelines deadlines and delivery.
- Assist with developing and implementing strategies to win new business and retain existing clients.
- Collaborate with Subject Matter Experts including Sales Investments Product Operations and Compliance to obtain specialized content and data
- Maintain and conduct periodic audits to the firms RFP database (Loopio).
- Familiarity with consultant databases and content within (eVestment Alliance Factset Powerpoint Excel MSOffice applications)
- Ability to edit content with quality investment writing skills
- Assist with other adhoc projects as necessary
Key Behavioral Expectations
- Agility and Adaptability
- Drives for Results
- Detail Oriented
- Communication and Engagement
Minimum Qualifications
- Bachelors degree required
- 35 years of relevant RFP/writing experience in the asset management industry
Knowledge Skills & Abilities Required
- Exceptional timemanagement and organizational skills with a strong attention to detail
- Ability to manage projects consistently with prompt followthrough in a deadlinedriven environment
- Strong reasoning ability (i.e. capacity to understand inner workings of investment strategies explain them simply and spot inconsistencies/errors in language and data used to represent them)
- Strong interpersonal and problemsolving skills
- Demonstrated ability to effectively communicate both orally and in writing
- Possess a selfmotivated work ethic
- Ability to maintain sound judgment and professionalism under pressure
- Ability to balance longterm projects against daily tasks
- Team player with positive attitude and ability to adapt to the changing environment of a firm focused on growth
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an inoffice environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Topup program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or callext. 4747.
Required Experience:
Senior IC
Employment Type
Full-Time
