Client and Product Services Consultant - FTC

Added
7 days ago
Type
Contract
Salary
Salary not provided

Related skills

content management excel powerpoint stakeholder communication proposal management

๐Ÿ“‹ Description

  • End-to-End Execution: Prep, coordination, and timely delivery of requests.
  • Pipeline Management: Manage a high-volume pipeline of concurrent requests.
  • Cross-Functional Collaboration: Coordinate with product, legal, risk, and ops for approvals.
  • Content Quality & Consistency: Align responses with messaging; flag inconsistencies.
  • Product & Strategy Knowledge: Build knowledge of investment strategies to support deliverables.
  • Process Improvement & Content Management: Improve processes and maintain content libraries.

๐ŸŽฏ Requirements

  • 5+ years in asset management or financial services with RFIs/RFPs.
  • Proven ability to work under tight deadlines in fast-paced environments.
  • Highly organized, detail-oriented, with a focus on quality.
  • Advanced Excel, Word, and PowerPoint; experience with proposal systems.
  • Strong collaboration and ability to independently lead deliverables.
  • Clear written communication; translate complex concepts for clients.
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