CI Financial
Manager, Institutional Solutions & Automation
Job Description
Become a critical leader at CI as the Manager of Institutional Solutions & Automation. Oversee RFPs, RFIs, and DDQs while modernizing processes with technology.
In this key role on the Institutional team, you will manage the delivery of complex institutional proposals. Your focus will be on using AI and automation to streamline workflows and drive best practices across teams. This position demands a proactive self-starter passionate about building scalable processes to enhance CI GAM’s business.
Key Responsibilities:
• Lead the submission of institutional RFPs, RFIs, and DDQs
• Ensure quality and timeliness of all proposals
• Collaborate with various functions for accurate content
• Utilize Loopio to optimize proposal management
• Implement improvements for proposal and diligence processes
Requirements:
• 2-4 years of experience in financial services proposals
• Proficient in using Loopio or similar platforms
• Strong detail orientation and organization...
In this key role on the Institutional team, you will manage the delivery of complex institutional proposals. Your focus will be on using AI and automation to streamline workflows and drive best practices across teams. This position demands a proactive self-starter passionate about building scalable processes to enhance CI GAM’s business.
Key Responsibilities:
• Lead the submission of institutional RFPs, RFIs, and DDQs
• Ensure quality and timeliness of all proposals
• Collaborate with various functions for accurate content
• Utilize Loopio to optimize proposal management
• Implement improvements for proposal and diligence processes
Requirements:
• 2-4 years of experience in financial services proposals
• Proficient in using Loopio or similar platforms
• Strong detail orientation and organization...