Senior RFP Writer

Bank of Montreal; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a proactive professional to lead end-to-end RFI and DDQ responses for National Accounts and major clients. You will coordinate cross-functional teams, articulate BMO GAM's investment capabilities, and drive high-quality, client-focused proposals.

You will stay ahead of market trends, build strong internal relationships, and contribute to process improvements and knowledge systems. A finance/investment focus with CFA/CIM training is preferred.

Qualifications

• Understanding of the investment management business including investment products and markets.
• Exceptional attention to detail and commitment to accuracy.
• Excellent time management, organization, and prioritization skills.
• Demonstrated ability to manage multiple concurrent projects and deadlines.
• Ability to communicate differentiators and value propositions (written).
• Fluency in written and spoken English; French is an advantage.

Responsibilities

• Lead end-to-end project management of RFIs, DDQs and proposals for National Accounts and head office clients.
• Coordinate contributors and ensure timely, high-quality responses communicating capabilities and differentiation.
• Collaborate with internal SMEs to articulate history, philosophy, capabilities, processes, and strategies.
• Build relationships with internal colleagues across BMO GAM and with vendors as needed.
• Develop understanding of BMO GAM's investment capabilities across funds, ETFs, alternatives, SMAs, and group savings.
• Stay informed on markets, trends, product developments, regulatory changes, and competitor positioning.
• Contribute to content management and continuously improve RFI/DDQ processes and tools.

Skills

Investment management

Attention to detail

Time management

Multi-tasking

Written communication

English fluency

Cross-functional collaboration

Self-starter

Asset management experience

Proposal development

Education

Finance/investment/communications degree

Canadian Securities Course/CFA/CIM preferred

Tools

Loopio

Dasseti

DiligenceVault

FlowPoint

Bloomberg

Morningstar

Job description

Accountabilities

Lead the end-to-end project management and completion of Requests for Information (RFI), Due Diligence Questionnaires (DDQ), and other proposals for the National Accounts team and investment dealer head office clients including establishing timelines, coordinating contributors, and ensuring successful completion within required deadlines.

This may involve complex opportunities and could encompass the full range of asset classes, investment strategies and product vehicles.

Produce clear, compelling, accurate, and client-focused responses that effectively communicate BMO GAM's investment capabilities, business strengths, and competitive differentiation.

Work closely with internal stakeholders and subject matter experts to ensure high quality articulation of BMO GAM’s history, investment philosophy, capabilities, processes, investment strategies, and competitive advantages.

Build strong working relationships with many and varied internal colleagues across BMO GAM and to some extent, BMO Financial Group, including senior and executive level leadership, and potentially vendors.

Develop and maintain a deep understanding of BMO GAM's investment capabilities, including mutual funds, ETFs, alternatives, separately managed accounts, group savings solutions, and other offerings.

Stay informed on investment markets, industry trends, product developments, regulatory changes, and competitor positioning.

Contribute to managing content in the response content database; ensuring content is of the highest quality and up to date.

Identify and implement opportunities to improve the efficiency, scalability, and effectiveness of the RFI/DDQ process.

Support the ongoing development and utilization of proposal management systems, knowledge databases, automation tools, and AI-enabled solutions.

Qualifications

• Understanding of the investment management business including investment products (e.g., mutual funds, ETFs, alternatives, etc.) and markets is critical.
• Exceptional attention to detail and commitment to accuracy.
• Excellent time management, organization, and prioritization skills, particularly with a deadline-oriented and varied workload.
• Demonstrated ability to manage multiple concurrent projects and deadlines in a fast-paced environment.
• Ability to identify and effectively communicate [primarily via written formats] key differentiators and value propositions that support business growth.
• Complete fluency in both written and spoken English required (French an advantage).
• Proven ability to collaborate and influence cross-functional stakeholders without direct authority.
• Highly motivated and goal-oriented self-starter who is resourceful and a committed team player with a positive attitude.
• Demonstrated success working in the asset management industry or similar role entailing regular response to client inquiries and/or due diligence/proposal requests.
• Prior knowledge of Loopio, Dasseti, DiligenceVault, and FlowPoint is an advantage but not essential.
• Prior use of Bloomberg and Morningstar is an advantage but not essential.
• An undergraduate degree is required preferably with a finance, investment, or communications focus.
• Completion of industry courses or designations such as the Canadian Securities Course, CFA, CIM are preferred.

Salary

Salary: $70,000.00 - $150,000.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.