RFP Manager

A financial services firm in New York City is currently seeking an experienced professional to join their Marketing team as their new RFP Manager. In this role, the RFP Manager will be responsible for will owning and overseeing the firm's RFP response process from end to end.

Responsibilities:

The RFP Manager will:

Work closely with Advisors and other cross-functional experts to manage the response process, populate responses, manage timelines and ensure timely submission

Streamline and improve the RFP process and the utilization of the RFP database

Consistently organize, update, and create new content for our RFP library and align existing responses with the firm's vision, value proposition, and differentiators

Monitor and track RFP win rates, metrics and insights

Manage and track the new business approval process

Utilize the firm's CRM system (Salesforce) to track and routinely report on new and lost prospect data for Management and the Board

Assist with pulling and analyzing internal data for business strategy reports

Manage and track new leads coming from third-party databases (e.g., Pitchbook)

Proactively monitor and maintain systems to ensure data integrity

Document processes and training for the Business Development and Marketing Teams

Draft content for marketing collateral, and review, edit and proof prospect presentations (PPT) and proposals

Edit and proof whitepaper/thought leadership articles as needed

Perform other duties, as needed

Qualifications:

5 years of experience with at least 3 years in RFP management

Bachelor's Degree

Experience with RFP management software

Strong understanding of the Wealth Management industry, including investment products and services and strong focus on impact investing

Excellent project management skills with the ability to manage multiple stakeholders and projects simultaneously

Proficiency in Microsoft Office (especially Excel and PowerPoint)

Excellent project management skills with the ability to manage multiple stakeholders and projects simultaneously

Strong analytical skills

Exceptional written and verbal communication skills (written and verbal)

Desired Skills:

Salesforce experience