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Senior Manager, Marketing/Client Service (25-306)
Leading investment management firm seeks Sr. Manager to lead small team
handling RFPs/DDQs/consultant questionnaires. Broadly, the Sr. Managerís
scope will include communications/marketing, as well as writing and editing
for various firm projects.
Gain full understanding of investment process/portfolios and be able to
articulate/communicate firm philosophy/process/performance to external
Manage daily workflow of teamómanage RFP process from receipt to
interdepartmental review to proofreading
Ensure data verification/quality control for team output and that completed
proposals are sent on time
Manage online library to ensure standard responses are accurate/complete/up-
Periodically complete RFP/DDQ from start-to-finish depending on team
Manage monthly/quarterly/annual reporting; ensure deadlines are met
Serve as liaison for interdepartmental communication
to ensure consistent messaging and that responses accurately reflect current
Ensure departmental correspondence is professionally produced/compliant with
College degree; advanced degree a plus
10 years of experience including RFP process management in investment
FINRA Series 7 and 63 licenses required (must obtain within 120 days if not
Demonstrated ability to manage teams on multiple, time sensitive projects
Outstanding writing/editing skills a must