Lead Proposal Manager

  • Job Type:
    Direct Hire
  • Category:
    Writing/Editing - Proposals
  • Location:
    Chicago, Illinois
  • Job Code:

Lead Proposal (RFP) Manager

Paladin is partnered with a mid-sized investment management firm in their search for a Lead Proposal Manager to join their downtown Chicago team. In addition to managing the full-cycle RFP process, this position also owns database management.

This is an opportunity to join an established yet growing firm that values promoting from within and developing talent.

Reports to: Director
Direct reports: 1 dotted-line
Location: downtown Chicago

Ideal Candidate:

  • 2+ years in a full-cycle RFP position within investment management
  • Prior experience consultant database management preferred

What you do:

  • Oversee all requests and schedules, working closely with the existing team to delegate and manage projects
  • Create compliant and accurate responses applying your formal RFP writing and grammar knowledge, approving responses and final responses regularly
  • Utilize various performance databases in order to best analyze and research competitors
  • Manage the new business pipeline, monitoring and executing tasks, campaigns and other marketing plans via the CRM
  • Support other ad hoc sales and marketing projects as necessary and available
  • Maintain and continuously update the consultant database in collaboration with the larger RFP and marketing teams

Technical Skills:

  • eVestment, Morningstar, Salesforce, Word, Excel, PowerPoint
  • Must be comfortable translating large amounts of data into visual aids

We look forward to hearing from you!

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