Job Title

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.SummaryAs a key member of the CI Marketing Support team, the Senior RFP Specialist will serve a critical role in support of CI Wealth growth and relationship management priorities. This individual will partner closely with Sales and Compliance partners and various other SMEs to complete RFPs, RFIs, Due-Diligence Questionnaires (DDQs), and related requests for information, ensuring consistency in messaging, accuracy in information, and legal and regulatory compliance. In maintaining the data base of categorized Firm and Mandate answers you will work closely, proactively and reactively, with internal partners on the Operations and Investment side.Key ResponsibilitiesAssume responsibility for handling RFPs, RFIs, DDQs and other adhoc requests from clients, consultants and prospects. This entails detailed descriptions with accurate and compelling content in a deadline-oriented environmentEnsure consistency in the firms brand and positioning in the marketplace through development and maintenance of RFP responses and relevant data in internal and external databasesWrite, edit, and proofread proposal content to ensure accuracy, consistency, and clarity.Conduct thorough research and analysis to support proposal content and recommendations.Manage the proposal process from start to finish, including timelines, deadlines, and delivery.Assist with developing and implementing strategies to win new business and retain existing clients.Collaborate with Subject Matter Experts including Sales, Investments, Product, Operations and Compliance to obtain specialized content and dataMaintain and conduct periodic audits to the firm's RFP database (Loopio).Familiarity with consultant databases and content within (eVestment Alliance, Factset, Powerpoint, Excel, MSOffice applications)Ability to edit content with quality investment writing skillsAssist with other ad-hoc projects as necessaryKey Behavioral ExpectationsAgility and AdaptabilityDrives for ResultsDetail OrientedCommunication and EngagementMinimum QualificationsBachelors degree required3-5 years of relevant RFP/writing experience in the asset management industryKnowledge, Skills & Abilities RequiredExceptional time-management and organizational skills with a strong attention to detailAbility to manage projects consistently with prompt follow-through in a deadline-driven environmentStrong reasoning ability (i.e. capacity to understand inner workings of investment strategies, explain them simply, and spot inconsistencies/errors in language and data used to represent them)Strong interpersonal and problem-solving skillsDemonstrated ability to effectively communicate both orally and in writingPossess a self-motivated work ethicAbility to maintain sound judgment and professionalism under pressureAbility to balance long-term projects against daily tasksTeam player with positive attitude and ability to adapt to the changing environment of a firm focused on growthCI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.What We OfferModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Topup programPaid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call 416-364-1145 ext. 4747.