VP, Head RFP and Consultant Data Base Team

Confidential; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading global alternatives asset management firm is seeking a Head of RFP & Consultant Database Team. This senior role within the Global Marketing department will oversee the RFP and data dissemination processes. Responsibilities include managing the RFP writers, ensuring consistency in product information, and participating in due diligence meetings with consultants and institutional investors. Candidates should have 7+ years of related experience and a bachelor's degree. The firm fosters an inclusive culture valuing diverse perspectives.

Qualifications

• 7+ years of related experience required.
• FINRA series 7 license required; or must be obtained.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.

Responsibilities

• Oversee the RFP process at the firm.
• Manage Associates; train them on completing RFPs and on product knowledge.
• Review RFPs being submitted as needed.
• Interact with all departments across the firm to respond to product information questions.
• Participate in due diligence meetings with consultants and institutional investors.

Skills

Experience using RFPIO or similar RFP content management system

Excellent communication and writing skills

Strong influencing and relationship building skills

Attention to detail and organizational skills

Self-starter, able to multi-task

Skilled use of Excel

Skilled use of Word

Skilled use of PowerPoint

Education

Bachelor degree from an accredited college

Job description

Unique opportunity to join a leading global alternatives asset management firm as Head of RFP & Consultant Database Team. This role will be a senior member of the global marketing team and will oversee and manage the RFP and data dissemination process for the firm. The role will be an integral position in the Global Marketing department. The Head of RFP & Consultant Database Team will be a senior member of the team, responsible for managing the RFP writers and working closely with the other members of the Global Marketing team. The role will also involve participating in due diligence meetings with consultants and institutional investors. The team will support all distribution channels including Institutional Sales and Client Service, Consultant Relations and Wealth Management Consulting. This position reports to SVP Channel & Product Marketing on an interim basis. The firm is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Oversee the RFP process at the firm
• Oversee, maintain and enhance responses in RFPIO, the firm’s proposal software
• Manage Associates; train them on completing RFPs and on product knowledge
• Review RFPs being submitted as needed
• Responsible for promoting consistency in product information responses across firm and marketing channels
• Develop responses to consultant, client and prospect requests
• Interact with all departments across the firm including investments, trading, legal and compliance, etc. to respond to product information questions
• Manage workflow and review of proposals
• Work with product solutions and marketing communications to ensure consistency of messaging in deliverables
• Participate in due diligence meetings with consultants and institutional investors
• Oversee the maintenance of consultant and performance databases
• Bachelor degree from an accredited college
• 7+ years of related experience required
• FINRA series 7 license required; or must be obtained
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Necessary Skills and Abilities:

• Experience using RFPIO or similar RFP content management system
• Experience managing an RFP group
• Excellent communication and writing skills
• Strong influencing and relationship building skills, with the ability to escalate and prioritize the team’s work
• Strong attention to detail and organizational skills
• Self-starter, able to multi-task and prioritize in deadline driven environment
• Must be able and willing to work in a team-oriented environment
• Skilled use of Excel, Word and PowerPoint