About this role
Position Summary
Responsibilities
Key Responsibilities
• Assist in production of DDQs in coordination with sales and client service personnel. • Maintain and enhance database processes, queries, and automation. • Streamline data from internal sources for completion of DDQs. • Manage to internal processes and deadlines across multiple contributing teams. • Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions. • Demonstrate a solid understanding of the firm’s strategies and product offerings. • Update responses to standard language within the RFP database quarterly as needed. • Ensure consistency of messaging and positioning across channels and regions. • Identify, escalate, and implement process improvements and enhancements.
Qualifications