Job Title: RFP Manager – Institutional Investment Focus
Location: Boston, MA – Hybrid or On-Site
Employment Type: Full-Time

About the Firm:
We are a leading institutional investment firm with a long-standing reputation for excellence, innovation, and integrity. Our clients include corporate pension plans, endowments, foundations, and other sophisticated investors. We are seeking an experienced RFP Manager to join our team and lead the development of high-quality, customized responses to RFPs, RFIs, DDQs, and other client-related documents.

Position Summary:
The RFP Manager will be responsible for managing the end-to-end proposal process to support business development and client retention efforts. This individual will collaborate closely with Portfolio Managers, Client Service, Legal/Compliance, and subject matter experts across the firm. A strong understanding of institutional investment strategies and fluency with Qvidian software is required.

Key Responsibilities:

Own and manage the full lifecycle of RFPs, RFIs, and DDQs from receipt through final submission
Partner with Portfolio Managers and Client Relationship Managers to develop tailored, accurate, and compelling responses
Maintain and enhance the RFP content library within Qvidian, ensuring information is current, compliant, and well-organized
Coordinate cross-functional input and approvals, adhering to internal compliance and branding standards
Track RFP/RFI metrics to identify trends, win rates, and opportunities for improvement
Support ad hoc projects related to marketing and client communication materials

Qualifications:

5+ years of experience in RFP management within the investment management or financial services industry
Proven institutional background, with strong knowledge of investment products, terminology, and client expectations
Proficiency in Qvidian or similar content management software is required
Excellent writing, editing, and project management skills
High attention to detail and ability to manage multiple deadlines
Collaborative team player who can work effectively with senior investment professionals
Bachelor’s degree required; CFA or progress toward CFA is a plus

What We Offer:

Collaborative, high-performance culture
Competitive compensation and benefits
Opportunities for professional development and advancement
Hybrid work flexibility, depending on location

Compensation and Benefits:

Base salary range: $90,000 – $120,000, based on experience
Annual bonus potential
Comprehensive benefits including medical, dental, 401(k) with match, and more

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