Job Description
Elevate your career with CI as a Manager of Institutional Client Solutions & Proposals. This in-office role is focused on managing RFPs, RFIs, and DDQs with a modern approach using technology.
Join CI's Institutional team in this strategic role essential for driving business growth. As the Manager, you'll oversee the end-to-end process of institutional requests while collaborating with multiple departments like Investments and Compliance. A self-starter mindset is vital for enhancing scalable processes through AI and automation.
Key Responsibilities:
• Own execution of institutional RFPs, RFIs, and DDQs
• Ensure quality and timely delivery of all proposals
• Collaborate with various teams for content validation
• Optimize the Loopio platform for best practices
• Enhance workflows using AI tools and automation
Requirements:
• 2-4 years in asset management or financial services
• Proficiency with Loopio or similar platforms
• Strong organizational and com...
Join CI's Institutional team in this strategic role essential for driving business growth. As the Manager, you'll oversee the end-to-end process of institutional requests while collaborating with multiple departments like Investments and Compliance. A self-starter mindset is vital for enhancing scalable processes through AI and automation.
Key Responsibilities:
• Own execution of institutional RFPs, RFIs, and DDQs
• Ensure quality and timely delivery of all proposals
• Collaborate with various teams for content validation
• Optimize the Loopio platform for best practices
• Enhance workflows using AI tools and automation
Requirements:
• 2-4 years in asset management or financial services
• Proficiency with Loopio or similar platforms
• Strong organizational and com...