At a Glance
- Tasks: Lead the creation of high-quality RFPs and manage team workflow across multiple projects.
- Company: Global investment management leader with a diverse range of specialist capabilities.
- Benefits: Competitive pay, flexible work options, and a supportive, inclusive environment.
- Other info: Opportunities for ongoing learning and global career advancement.
- Why this job: Make a real impact in a high-profile role supporting client growth and investment strategies.
- Qualifications: 5+ years in RFP management with strong writing and stakeholder management skills.
The predicted salary is between 72000 - 88000 $ per year.
Our client is a leading global investment management business with a diverse range of specialist investment capabilities.
The organisation supports institutional and intermediary investors across multiple markets and have a strong team of 350 people in Sydney.
Sitting within the Distribution function, this senior role will lead the development and delivery of high-quality RFPs, RFIs, DDQs and consultant database submissions.
You will act as a senior subject-matter expert, managing the team’s workflow and partnering with stakeholders across Investments, Product, Distribution, Legal, Compliance, ESG, Risk and Operations.
The role would suit an experienced asset management proposals professional who combines strong investment knowledge and exceptional writing skills with the ability to lead a team, manage senior stakeholders and continuously improve content, technology and processes.
Key Responsibilities
- Lead the end-to-end delivery of complex RFPs, RFIs, DDQs, consultant database updates and bespoke client questionnaires.
- Lead one senior team member to manage workflow, submission timelines, stakeholder contributions, governance and quality control across multiple concurrent projects.
- Produce and edit clear, accurate and commercially compelling content tailored to institutional and intermediary audiences.
- Partner with senior stakeholders to gather, challenge and validate complex investment, operational, regulatory and ESG information.
- Lead content governance, including version control, approval workflows, standard responses and consultant database content.
- Drive improvements across proposal technology, automation and workflow efficiency.
Skills & Experience
- At least five years’ experience across RFPs, proposal management, consultant databases, investment marketing, product support or client servicing within asset management.
- Strong understanding of institutional investment management, asset classes, investment structures and client due diligence requirements.
- Demonstrated experience managing complex and concurrent submissions within tight deadlines.
- Exceptional writing, editing and proofreading skills, with the ability to translate technical information into compelling client-facing content.
- Strong stakeholder and project management capabilities, with prior team leadership experience viewed favourably.
- Experience with proposal and content-management platforms such as Qvidian, Salesforce, Red Oak, Loopio or similar.
- Competitive remuneration and access to a broad range of company-wide benefits.
- Flexible working arrangements and a supportive, inclusive workplace.
- Lead a high-profile function supporting institutional and intermediary client growth.
- Work across multiple asset classes and specialist investment strategies.
- Partner with experienced stakeholders across Investments, Product and Distribution.
- Access ongoing learning, professional development and global career opportunities.
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Senior RFP Manager in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
