Strategic RFP & Client Services Lead

Capital-Group-1

Los Angeles (CA)

Hybrid

USD 179,000 - 287,000

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Bonuses and benefits
Company‑funded retirement contribution
Flexible working options
Generous time away

Job summary

Capital Group is seeking a Strategic Client Relationship RFP Manager in Southern California. You will lead a multi-location team responsible for RFPs, RFIs, and DDQs to clearly communicate Capital Group’s investment capabilities.

You will collaborate with Sales, Product, Data, Legal & Compliance to align stakeholders and drive scalable processes. You will work in office Monday-Thursday with the option to work from home on Friday, supporting a fast-paced, global distribution business and

Qualifications

  • 8–10 years of progressive experience in RFP, proposal management, or client servicing within asset management or financial services.
  • Experience leading and scaling high-performing RFP teams across multiple locations.
  • Expertise in RFP, RFI, and DDQ processes including content strategy, governance, QA, and workflow management.
  • Experience with proposal technologies, content platforms, automation, and AI to improve quality and scale.
  • Ability to partner with Sales, Product, Data, Legal & Compliance to align stakeholders.
  • Broad investment knowledge across Equity, Fixed Income, and Multi-Asset strategies.
  • Comfort in fast-paced, global environments and strong judgment/leadership.

Responsibilities

  • Lead, coach, and develop a multi-location RFP team.
  • Oversee RFPs, RFIs, and DDQs ensuring clear communication of Capital Group’s capabilities.
  • Partner with Sales, Product, Data, Legal & Compliance to satisfy client needs.
  • Drive content quality, governance, and scalable processes using AI and automation.

Skills

RFP management
Proposal management
Content strategy
Cross-functional leadership
AI/Automation
Stakeholder alignment
Investment knowledge

Education

Bachelor’s degree
Advanced degree or certifications

Tools

Proposal software
Content platforms
Automation tools
AI tools

Job description

Capital Group is seeking a Strategic Client Relationship RFP Manager in Southern California. You will lead a multi-location team responsible for RFPs, RFIs, and DDQs to clearly communicate Capital Group’s investment capabilities.

You will collaborate with Sales, Product, Data, Legal & Compliance to align stakeholders and drive scalable processes. You will work in office Monday-Thursday with the option to work from home on Friday, supporting a fast-paced, global distribution business and

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Global Client Services RFP Manager — Strategic Leader
Global Client Services RFP Manager — Strategic Leader

Capital Group • Irvine (CA)

Hybrid
USD 179,000 - 287,000
2-for-1 matching gifts for charitable,
annual grants for organizations you爱
Professional development resources
Global RFP & Client Relationship Leader
Global RFP & Client Relationship Leader

Capital Group • Los Angeles (CA)

On-site
USD 179,000 - 287,000
Strategic Client RFP Leader — Hybrid
Strategic Client RFP Leader — Hybrid

111 CRMC Capital Research & Mgmt • Los Angeles (CA)

On-site
USD 179,000 - 287,000
Annual performance bonus
Profitability bonus
Retirement plan 15%
Global Client Services RFP Manager
Global Client Services RFP Manager

111 CRMC Capital Research & Mgmt • Los Angeles (CA)

On-site
USD 179,000 - 287,000
Annual performance bonus
Profitability bonus
Retirement plan 15%
Global Client Services RFP Manager
Global Client Services RFP Manager

Capital Group • Irvine (CA)

On-site
USD 179,000 - 287,000
2-for-1 matching gifts for charitable,
annual grants for organizations you爱
Professional development resources
Global Client Services RFP Manager
Global Client Services RFP Manager

Capital Group • Los Angeles (CA)

On-site
USD 179,000 - 287,000
VP, Head RFP and Consultant Data Base Team
VP, Head RFP and Consultant Data Base Team

Confidential • New York (NY)

On-site
USD 120,000 - 160,000
Senior RFP Lead — Proposals & Client Solutions
Senior RFP Lead — Proposals & Client Solutions

Franklin Templeton • Boston (MA)

Hybrid
USD 95,000 - 115,000
Annual discretionary bonus
401(k) plan with generous match
Comprehensive benefits package
+1
Internal Sales Leader — Flexible Work & Growth
Internal Sales Leader — Flexible Work & Growth

124 CCG CCG • Los Angeles (CA)

Hybrid
USD 159,000 - 255,000
Institutional Relationship Manager
Institutional Relationship Manager

124 CCG CCG • Los Angeles (CA)

Hybrid
USD 126,000 - 201,000
Hybrid schedule
Annual performance bonus
Retirement plan (Capital contributions
+1