Finance & Investment Funds Pursuits & Directories Sr Manager
Core
Managing the end-to-end lifecycle of formal RFP responses and pitch documents for the Finance and Investment Funds practice to win new business.
Role type
Senior Manager, Business Development Pursuits
Builds
Client-centric, compliant, and on-time formal RFP responses and pitch materials
Domain
Professional Services / Legal / Finance & Investment Funds
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, RFP response development, pitch document creation, stakeholder collaboration, team supervision, competitive intelligence analysis, proposal formatting, experience database management, directory submission drafting, trend extraction
Preferred skills
Master's degree, 10+ years in professional services proposal management, strategic thinking, AI tool utilization
Technologies
PowerPoint, AI tools
Responsibilities
Manage multi-practice, multijurisdictional RFP responses from kick-off to submission; Supervise junior team members and instill practice knowledge; Maintain standard BD content and the firm's experience library; Collaborate on Chambers and Legal500 directory submissions; Coach lawyers on presentation skills; Extract pitch trends to scale the pipeline; Ensure high-quality, error-free final submissions.
Seniority
Senior, hands-on IC with team management
