Manager, Institutional Client Solutions & Proposals
Core
Managing end-to-end delivery of institutional RFPs, RFIs, and due diligence questionnaires (DDQs) while modernizing workflows with AI and automation.
Role type
Manager, Institutional Client Solutions & Proposals
Builds
Scalable proposal and due diligence processes for institutional clients
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
End-to-end RFP/RFI/DDQ management, Loopio platform expertise, AI tool integration, process optimization, stakeholder partnership, risk escalation
Preferred skills
CFA/CIM/CFP designations, experience with Copilot or custom agents
Technologies
Loopio, Copilot, custom AI agents
Responsibilities
Own end-to-end delivery of institutional RFPs, RFIs, and DDQs; Optimize Loopio platform leveraging AI; Build and maintain a trusted library of reusable answers; Improve efficiency of proposal workflows; Partner with Investments, Product, and Compliance teams; Ensure accuracy and consistency in deliverables
Seniority
Manager, hands-on leadership
