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Digest #1040
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Sun Jan 13, 2013 9:50 am (PST) . Posted by:
"Jayne Wells" psgwcmail
From: jordan@brokerageconsultants.com
Subject: Director - RFP & Database Team - Connecticut
Date: Tue, 8 Jan 2013 23:53:37 -0600
Hello,
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Director - RFP & Database Team (880-001-811)
Location: Connecticut
Compensation: Commensurate with level/experience
Summary:
Responsible for management and oversight of our clients' RFP and consultant database effort (retail and institutional). Oversees competitive analysis for institutional products for select affiliates. Position is in the distribution department of our client and reports to the EVP Retail Distribution.
Responsibilities:
Manage and direct a small team that will reside within Distribution that will have responsibility for the following:
- Requests for proposal (RFP) responses, consultant databases, and competitive analysis
- Establish policies and standards for the team working with senior management
- Oversee and ensure support the accuracy and timeliness of RFPs
- Establish relationships and work closely with product managers, marketing, sales and other subject matter experts
- Evaluate, select and implement technology, as needed, to enhance efficiency and quality of RFP and consultant database process
- Oversee and manage the integrity of the proposal development process and consultant databases
- Manage and execute RFP production and delivery
- Review and manage the tracking and reporting of RFP activity, consultant databases and competitive analysis for the purpose of evaluating productivity and gathering competitive/market research information
- Work on ad hoc projects to support sales and management team as requested
Requirements:
- Bachelor's degree and 5-7 years of experience or an equivalent combination of education and experience
- 3-5 years RFP Experience
- 5 years Asset or Investment Management experience
- Ability to apply expertise and knowledge of a specific technical or functional area
- Exceptional writing skills
- Knowledge of investments and financial products required
- Excellent communication skills
- Excellent organizational skills and attention to detail
- Ability to work under deadlines and manage competing obligations
- Self-motivated with the ability to take direction and work independently
- Effective team building skills
- Must be proficient in MS Office (Word, Excel, Powerpoint)
- Ability to manage multiple assignments under deadline pressure and, when necessary to meet deadlines, be willing to work overtime
- Degree of Supervision
- Direct reports generally include professional staff
- Project Management
- Sets project objectives and ensure team members adhere to project objectives and goals
- Coordinate multiple tasks simultaneously
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Jordan Striggow
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x112
jordan@brokerageconsultants.com
www.brokerageconsultants.com
Subject: Director - RFP & Database Team - Connecticut
Date: Tue, 8 Jan 2013 23:53:37 -0600
Hello,
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Director - RFP & Database Team (880-001-811)
Location: Connecticut
Compensation: Commensurate with level/experience
Summary:
Responsible for management and oversight of our clients' RFP and consultant database effort (retail and institutional)
Responsibilities:
Manage and direct a small team that will reside within Distribution that will have responsibility for the following:
- Requests for proposal (RFP) responses, consultant databases, and competitive analysis
- Establish policies and standards for the team working with senior management
- Oversee and ensure support the accuracy and timeliness of RFPs
- Establish relationships and work closely with product managers, marketing, sales and other subject matter experts
- Evaluate, select and implement technology, as needed, to enhance efficiency and quality of RFP and consultant database process
- Oversee and manage the integrity of the proposal development process and consultant databases
- Manage and execute RFP production and delivery
- Review and manage the tracking and reporting of RFP activity, consultant databases and competitive analysis for the purpose of evaluating productivity and gathering competitive/
- Work on ad hoc projects to support sales and management team as requested
Requirements:
- Bachelor's degree and 5-7 years of experience or an equivalent combination of education and experience
- 3-5 years RFP Experience
- 5 years Asset or Investment Management experience
- Ability to apply expertise and knowledge of a specific technical or functional area
- Exceptional writing skills
- Knowledge of investments and financial products required
- Excellent communication skills
- Excellent organizational skills and attention to detail
- Ability to work under deadlines and manage competing obligations
- Self-motivated with the ability to take direction and work independently
- Effective team building skills
- Must be proficient in MS Office (Word, Excel, Powerpoint)
- Ability to manage multiple assignments under deadline pressure and, when necessary to meet deadlines, be willing to work overtime
- Degree of Supervision
- Direct reports generally include professional staff
- Project Management
- Sets project objectives and ensure team members adhere to project objectives and goals
- Coordinate multiple tasks simultaneously
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Jordan Striggow
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x112
jordan@brokeragecon
www.brokerageconsul
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