RFP Lead, London

Company : Confidential

Job Type : Full Time

London

Number of Applicants

000+

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Job Description - RFP Lead, London

Responsibilities:

Lead RFP team across UK and US operations, delivering timely and high-quality responses to RFPs, RFIs, DDQs and surveys covering the firm's investment capabilities
Oversee team development and response delivery for institutional clients, platform distributors and wholesale clients across various investment strategies
Work with investment managers and boutique teams to build and maintain comprehensive RFP databases, ensuring current data and market intelligence
Partner with functional teams to develop database of high-quality answers that are regularly reviewed and validated by subject matter experts
Create strategy for RFP data management, integrating with broader corporate data initiatives to maximise accuracy and efficiency
Drive growth of institutional and wholesale sales by collaborating closely with stakeholders and developing institutional-grade content
Deliver technical expertise demonstrating understanding of client decision-making, non-investment requirements, and strategic objectives
Oversee team workflow and quarterly production of marketing materials including AUM data, organisation charts, headcount summaries and employee profiles
Lead operational and transformation projects through cross-functional collaboration to deliver client-focused improvements
Advance use of automation tools and AI technology to enhance efficiency and streamline processes

Requirements:

Experience managing RFP teams and operations within asset management or institutional investment firms
Understanding of institutional client channels, platform relationships, and distributor networks
Background in RFP database management and content creation across investment capabilities
Knowledge of regulatory requirements and compliance standards for institutional documentation
Strong analytical skills with ability to synthesise information from multiple sources for executive reporting
People management experience with track record of creating positive team culture and delivering results
Excellent stakeholder management and communication abilities, skilled at explaining complex topics to diverse audiences
Experience with automation technologies and process improvement initiatives
Self-motivated with strong attention to detail and high ethical standards
Deep industry knowledge and understanding of competitive market dynamics
Collaborative approach with ability to balance different perspectives and promote unified objectives

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RFP Lead, London

Job Description - RFP Lead, London

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