Senior Associate, DDQ/RFP & RocketDocs Lead

Interactive Brokers; Dublin; On-site; EUR 60,000 - 90,000; Full time

Job summary

Interactive Brokers is seeking a Senior Associate to manage DDQ and RFP requests from institutional clients worldwide. You will coordinate with Legal, Compliance, Risk, Technology, Operations, and Finance to deliver timely, accurate responses and maintain a centralized RocketDocs library.

You will build and sustain standardized templates and workflows, ensuring high-quality submissions across IBKR entities while supporting business development and competitive positioning.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 3-5 years in financial services, preferably with institutional sales, onboarding, or business development.
• Experience with DDQ/RFP processes in brokerage, asset management, or related setting.

Responsibilities

• Manage global DDQ and RFP requests from institutional clients and prospects across IBKR entities.
• Coordinate with internal stakeholders to ensure timely, accurate responses.
• Review client requirements to determine response strategies and maintain quality standards.
• Track DDQ/RFP pipeline, success rates, and performance metrics.
• Lead build-out of RocketDocs database platform and maintain documentation library.
• Ensure database accuracy, currency, and accessibility for global teams.
• Train team members on database functionality and best practices.
• Partner with Legal, Compliance, Risk, Technology, Operations, and Finance heads.
• Facilitate knowledge transfer sessions and coordinate review cycles.
• Identify opportunities to streamline DDQ/RFP processes and implement templates.
• Monitor industry trends to strengthen competitive positioning.

Skills

DDQ/RFP management

Stakeholder management

Database management

RocketDocs

MS Excel

PowerPoint

CRM systems

Project management

Analytical skills

Written communication

Cross time-zone collaboration

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

RocketDocs

CRM systems

Content management platforms

Excel

PowerPoint

Project management tools

Job description

Interactive Brokers is seeking a Senior Associate to manage DDQ and RFP requests from institutional clients worldwide. You will coordinate with Legal, Compliance, Risk, Technology, Operations, and Finance to deliver timely, accurate responses and maintain a centralized RocketDocs library.

You will build and sustain standardized templates and workflows, ensuring high-quality submissions across IBKR entities while supporting business development and competitive positioning.