Opportunity Description
Lead institutional client initiatives at CI as a Manager, Institutional Client Solutions & Proposals based in Toronto. Transform proposal workflows utilizing cutting-edge technology and automation.
This engaging role is critical for CI GAM’s institutional business. You will manage RFPs, RFIs, and DDQs processes, ensuring quality and efficiency. Collaborating closely with multiple departments, you will innovate to streamline submission processes while fostering a culture of excellence and accountability.
Key Responsibilities:
• Manage institutional RFPs, RFIs, and DDQs end-to-end
• Collaborate to source and validate proposal content
• Leverage AI for enhancing proposal quality
• Champion process improvements and automation
• Deliver high-standard and refined client deliverables
Requirements:
• 2-4 years of experience in financial proposal management
• Familiar with Loopio or similar management platforms
...
This engaging role is critical for CI GAM’s institutional business. You will manage RFPs, RFIs, and DDQs processes, ensuring quality and efficiency. Collaborating closely with multiple departments, you will innovate to streamline submission processes while fostering a culture of excellence and accountability.
Key Responsibilities:
• Manage institutional RFPs, RFIs, and DDQs end-to-end
• Collaborate to source and validate proposal content
• Leverage AI for enhancing proposal quality
• Champion process improvements and automation
• Deliver high-standard and refined client deliverables
Requirements:
• 2-4 years of experience in financial proposal management
• Familiar with Loopio or similar management platforms
...
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Submit your application for Director, Institutional Proposals & Client Solutions at CI Financial Corp.
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