Manager, Proposals - Toronto, Canada - Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Manager, Proposals

Connor, Clark & Lunn Financial Group

Toronto, ON
Interested in joining one of Canada's top asset management firms? We are looking for a

Manager, Proposals to join the Proposal and Consultant Database Team. If you enjoy managing people, learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team You will be part of a group of energetic, social individuals who work as a team and want to succeed

What You Will Be Doing

Reporting to the Head of Proposals and Consultant Databases, you will supervise and lead four Proposal Specialists in the delivery of timely, high-quality proposals for the institutional and private client sales teams.

This is a hands-on supervisory role.

The Team Leader is expected to be extremely knowledgeable of the processes and have a deep understanding of the role of a Proposal Specialist.

Key responsibilities include:

Overseeing and directing the daytoday work of the Proposal Specialists to ensure the timely and effective completion of Request for Proposals (RFPs) & Due Diligence Questionnaires (DDQs); CLRS content items; support files such as AUM, biographies, etc.; the creation of related sales support materials (such as standard DDQs, product overview documents and other business development initiatives); timely updating and maintenance of responses; and responding to ad hoc requests.
Working with team to set goals and provide regular feedback both informal and through performance reviews.
Managing the RFP & DDQ pipeline, assigning RFPs & DDQs with consideration given to capacity of individuals on the team and required learning and growth opportunities.
Reviewing RFPs & DDQs, as required, for quality control, consistency and clarity of key strategic messages and branding.
Backing up the Proposal Specialists as required.
Recruiting, onboarding, and training new employees.
Contributing to process improvement initiatives.
Working closely with the Manager, Proposals & Consultant Databases to execute on various projects.

About You
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Investment Knowledge - You have an undergraduate or graduate degree in business or finance-related field along with investment management knowledge and experience or exceptional leadership skills gained through your work experience.
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Collaborative Communication - You can articulate yourself clearly, both verbal and written, you work well with others and communicate effectively with both internal and external stakeholders.
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Team Management

You have experience or the desire to lead and develop high performing teams.

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Critical Thinking

You possess a curious, analytical, and creative mindset in solving problems and have strong attention to detail.

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Positive Attitude
- You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.

About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group manages approximately $96billion on behalf of institutional and individual clients.

We believe that success in asset management is an outcome of attracting, retaining and motivating the most talented individuals in our industry.

This is best achieved by the delivery of:

A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.

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An Opportunity to Succeed: To do work that has value, and which presents the opportunity for professional growth and development.
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Recognition and Reward: To recognize each person's contribution and to align compensation with contribution.

Our business comprises eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes mutual funds.

Connor, Clark & Lunn Financial Group partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management.

We have grown from $29 billion in assets and 200 people in 2008 to approximately $96 billion and over 700 people today and this has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth.

As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining, and motivating the most talented people in our industry.

contacted. No telephone calls or recruitment agencies will be accepted.