Client Service Manager

ARGA Investment Management, LP; Stamford (CT); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Discretionary year-end bonus

Job summary

ARGA Investment Management, LP in Stamford, CT is looking for a Senior Client Service Manager to support client relationships and business development. The successful candidate will lead the RFP function, ensuring high-quality responses and overseeing cross-functional coordination.

With extensive experience in institutional marketing and proposal management, this role demands a strong focus on detail and team leadership. Competitive compensation and a discretionary year-end bonus are offered.

Qualifications

• 10+ years of experience in RFP or client service in asset management.
• Demonstrated leadership experience managing proposal teams.
• Deep understanding of institutional investment products and processes.

Responsibilities

• Lead and manage the RFP and content management functions.
• Oversee preparation and submission of client/consultant questionnaires.
• Maintain and enhance the firm's proposal content library.

Skills

Proposal management

Client service

Team leadership

Project management

Attention to detail

Tools

RFP management systems

Consultant databases

Job description

ARGA Investment Management, LP is an independent, global equity investment management firm with approximately US$30 billion in assets under management. We employ a disciplined, fundamental research-driven approach to invest in undervalued businesses. Our team, based out of Stamford (CT), Chennai/Mumbai (India), London (UK), and Hong Kong, comprises multilingual professionals with deep investment and analytical expertise. Learn more at www.argainvest.com.

The Opportunity

The Client Service Manager is a senior team member reporting to the Head of Client Service, with primary responsibility for supporting ARGA’s client/consulting relationships and business development efforts through RFPs, questionnaires, consultant databases, publications and other content.

The Client Service Manager leads the firm's global RFP function, ensuring the delivery of high-quality, accurate, and compelling responses that support client retention, consultant relationships, and new business development. This role serves as the central coordinator across investment, operations, compliance, legal, risk, sustainability, and client-facing teams to articulate the firm's investment capabilities, competitive differentiators, and operational strengths.

The successful candidate will build and maintain a scalable RFP infrastructure, oversee content management, drive process improvements, and lead a team supporting institutional plan sponsor and consultant-driven business opportunities.

This role is critical to articulating the firm's investment process, supporting growth initiatives, and ensuring institutional investors and consultants receive accurate, compelling, and differentiated information about the organization and its capabilities.

Key Responsibilities

• Lead and manage the RFP, DDQ, consultant database, and content management functions.
• Develop and execute a strategic vision for the firm's proposal and due diligence processes.
• Establish best practices, service standards, and performance metrics for the RFP team.
• Support business development and client retention objectives.

Proposal Management

• Oversee the preparation, review, and submission of RFPs, RFIs, DDQs, and client/consultant questionnaires.
• Ensure responses are accurate, consistent, compliant, and delivered within deadlines.
• Manage proposal prioritization and resource allocation across business opportunities.
• Coordinate cross-functional input from investment, operations, compliance, technology, and sustainability teams.

Content & Knowledge Management

• Maintain and enhance the firm's proposal content library and knowledge management platform.
• Ensure investment, performance, organizational, operational, and sustainability content remains current and accurate.
• Develop standardized templates, messaging frameworks, and reusable content to improve efficiency and quality.

Stakeholder Management

• Serve as a key liaison between business development, client service, investment professionals, and support functions.
• Support consultant relations initiatives by managing consultant database updates and requests.
• Collaborate across teams to ensure consistent messaging in all client-facing materials.

Process Improvement & Technology

• Evaluate and implement technology solutions to improve workflow efficiency and automation.
• Utilize RFP management platforms and AI-enabled tools to streamline proposal production.
• Monitor industry trends and best practices to continuously enhance the proposal function.

Qualifications

• 10+ years of experience in RFP, consultant relations, institutional marketing, client service, or business development within asset management or investment consulting.
• Demonstrated leadership experience managing proposal teams and complex cross-functional projects.
• Deep understanding of institutional investment products, asset classes, investment processes, and operational due diligence requirements.
• Experience with RFP management systems and consultant databases (e.g., Dasseti, Qvidian, eVestment, Callan).
• Exceptional writing, editing, project management, and organizational skills.
• Strong attention to detail and ability to manage multiple high-priority deadlines simultaneously.

Compensation

Total compensation will be highly competitive and commensurate with experience, skills, and contribution. In addition to base salary, employees may be eligible for a discretionary year-end bonus. Compensation may also vary based on education, training, and market conditions.