Manager, Proposals

Connor, Clark & Lunn Financial Group Ltd.
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 Senior Manager, Proposals and Consultant Databases, you will supervise and lead a team of 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 Manager 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 day-to-day work of the Proposal Specialists to ensure the timely and effective completion of Request for Proposals (RFPs) & Due Diligence Questionnaires (DDQs); 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 individual 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 and Senior Manager, Proposals & Consultant Databases to execute on various projects.

About You

• 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.
• Experience – 5+ years of experience in an institutional investment firm, bank or trust company will be beneficial to your success. Completion of relevant industry courses would also be an asset.
• 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.
• Team Management – You have experience leading and developing high performing teams.
• Critical Thinking – You possess a curious, analytical and creative mindset in solving problems and have strong attention to detail.
• Positive Attitude – You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• Computer Skills – You have working knowledge of Microsoft Office applications. Experience with eVestment and/or Qvidian (or other RFP database software) would be an asset.

About Connor, Clark & Lunn Financial Group
At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $167 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For a closer look at how you can build your career with us, we invite you to explore

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position