Global DDQ/RFP Lead — Brokerage Operations

Interactive Brokers Group; Dublin; Hybrid; EUR 80,000 - 110,000; Full time

Job summary

Interactive Brokers Group, Inc. seeks a detail-oriented Senior Associate to manage DDQ/RFPs for institutional clients.

You will drive responses across IBKR entities worldwide and contribute to the RocketDocs platform build-out and maintenance. The role involves coordinating with Legal, Compliance, Risk, Technology, Operations, and Finance teams, ensuring timely, accurate submissions and continuous improvement of templates and processes.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 3–5 years of experience in financial services, preferably with exposure to institutional sales, client onboarding, or business development
• Previous experience with DDQ/RFP processes in brokerage, asset management, or related financial services environment

Responsibilities

• Manage global DDQ and RFP requests from institutional clients and prospects across all IBKR entities
• Coordinate with internal stakeholders to ensure timely, accurate, and comprehensive responses
• Review and analyze client requirements to determine appropriate response strategies
• Maintain response quality standards and ensure consistency across all submissions
• Track and report on DDQ/RFP pipeline, success rates, and performance metrics

Skills

RocketDocs

CRM systems

Database management

Excel

PowerPoint

Content management

Education

Bachelor's degree in Business, Finance, Economics

Tools

CRM software

Project management tools

CMS platforms

Excel

Job description

Interactive Brokers Group, Inc. seeks a detail-oriented Senior Associate to manage DDQ/RFPs for institutional clients.

You will drive responses across IBKR entities worldwide and contribute to the RocketDocs platform build-out and maintenance. The role involves coordinating with Legal, Compliance, Risk, Technology, Operations, and Finance teams, ensuring timely, accurate submissions and continuous improvement of templates and processes.