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CI Financial
Manager, Client Solutions & Proposals at CICI Financial • Winnipeg, Canada
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Manager, Client Solutions & Proposals at CI

Manager, Client Solutions & Proposals at CI

CI Financial • Winnipeg, Canada
9 days ago
Job type
  • Full-time
Job description
Elevate CI's institutional business as a Manager of Client Solutions & Proposals. Lead end-to-end delivery of institutional RFPs, RFIs, and DDQs in a hybrid work environment.

CI is searching for a detail-oriented professional to manage its Institutional team. This role focuses on supporting CI GAM’s institutional business by optimizing proposal processes using AI and modern technologies. If you're driven and enjoy working collaboratively with various teams, this hands-on position will allow you to make a significant impact.

Key Responsibilities: • Own delivery of institutional RFPs, RFIs, and DDQs • Ensure timely execution and quality in all submissions • Collaborate with multiple departments to gather and validate content • Optimize the Loopio platform and related processes • Drive best practices across contributors and proposals

Requirements: • 2-4 years of experience in RFP, RFI, DDQ processes • Proficient in Loopio or similar management platforms • Strong organizational and detail-oriented skills • Familiarity with AI tools to enhance workflows • Bachelor's degree in Finance, Business, or related field

Utilize your expertise in proposal management and technology to enhance CI's institutional solutions and drive business growth. #J-18808-Ljbffr
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Manager, Client Solutions & Proposals at CI • Winnipeg, Canada

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