About the role
First Sentier Group is seeking a Senior RFP Manager to join the team in Sydney. Sitting within the Distribution function, this senior role will lead the development and delivery of high-quality RFPs, RFIs, DDQs and consultant database submissions. You will act as a senior subject-matter expert, managing the function’s workflow and partnering with stakeholders across Investments, Product, Distribution, Legal, Compliance, ESG, Risk and Operations.
The role would suit an experienced asset management professional combining strong investment knowledge and exceptional writing skills with the ability to lead a team, manage senior stakeholders and continuously improve content, technology and processes.
Your day-to-day
- Lead the end-to-end delivery of complex RFPs, RFIs, DDQs, consultant database updates and bespoke client questionnaires.
- Lead one senior team member to manage workflow, submission timelines, stakeholder contributions, governance and quality control across multiple concurrent projects.
- Produce and edit clear, accurate and commercially compelling content tailored to institutional and intermediary audiences.
- Partner with senior stakeholders to gather, challenge and validate complex investment, operational, regulatory and ESG information.
- Lead content governance, including version control, approval workflows, standard responses and consultant database content.
- Drive improvements across proposal technology, automation and workflow efficiency.
About you
Your experience and skills
- At least five years’ experience across RFPs, proposal management, consultant databases, investment marketing, product support or client servicing within asset management.
- Strong understanding of institutional investment management, asset classes, investment structures and client due diligence requirements.
- Demonstrated experience managing complex and concurrent submissions within tight deadlines.
- Exceptional writing, editing and proofreading skills, with the ability to translate technical information into compelling client-facing content.
- Strong stakeholder and project management capabilities, with prior team leadership experience viewed favourably.
- Experience with proposal and content-management platforms such as Qvidian, Salesforce, Red Oak, Loopio or similar.
Our commitment to Diversity, Equity & Inclusion (DE&I)
We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.
We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.
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