BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
25-306

Job Type:
Permanent

Title:
Senior Manager, Marketing/Client Service (25-306)

Location:
Chicago

Description:
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.

RESPONSIBILTIES:
Gain full understanding of investment process/portfolios and be able to
articulate/communicate firm philosophy/process/performance to external
parties
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-
to-date
Periodically complete RFP/DDQ from start-to-finish depending on team
needs/workload
Manage monthly/quarterly/annual reporting; ensure deadlines are met
Serve as liaison for interdepartmental communication
(legal/compliance/operations/finance/trading/human capital/sales/marketing)
to ensure consistent messaging and that responses accurately reflect current
policies/procedures
Ensure departmental correspondence is professionally produced/compliant with
regulatory standards

REQUIRED:
College degree; advanced degree a plus
10 years of experience including RFP process management in investment
management setting
FINRA Series 7 and 63 licenses required (must obtain within 120 days if not
held)
Demonstrated ability to manage teams on multiple, time sensitive projects
simultaneously
Outstanding writing/editing skills a must


Category:
Asset Management

Contact:
nathan@bcius.com