NA Proposal Management, Officer
Core
Project manage and drive excellence across complex proposals, RFPs, RFIs, and DDQs for Institutional, Intermediary, and Transition Management distribution channels.
Role type
Senior Proposal Manager (Project Management)
Builds
High-quality, client-centric proposal submissions and responses
Domain
Asset Management / Institutional Sales
Required skills
Project management, stakeholder engagement, data validation, regulatory compliance, process optimization, asset class expertise, cross-functional collaboration, quality governance, risk management, MS Office proficiency
Preferred skills
Experience with Seismic, RFPio/Responsive, Qvidian, deep understanding of global asset owner landscapes, finance specialization
Technologies
MS Word, Excel, Seismic, RFPio/Responsive, Qvidian
Responsibilities
Own and project manage complex RFPs, RFIs, DDQs across NA, EMEA, and APAC; Lead stakeholder engagement to secure accurate inputs and manage dependencies; Develop customized responses and validate fund/performance data; Drive operational excellence through quality reviews and automation initiatives; Mentor colleagues and serve as a subject matter resource; Ensure proposals meet accuracy, consistency, and brand alignment standards.
Seniority
Senior, hands-on IC