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About the Role
Corient is seeking a detail-oriented and strategic RFP Specialist to join their Marketing team. This role supports business development and client acquisition by managing the full lifecycle of RFPs, RFIs, and DDQs, primarily from institutional and ultra-high and high-net-worth prospects and clients. The specialist will collaborate with cross-functional teams to create high-quality, accurate, and compelling responses.
Responsibilities
- Manage and coordinate the full lifecycle of RFPs, RFIs, and DDQs, including detailed descriptions with accurate and compelling content in a deadline-oriented environment.
- Ensure brand and positioning consistency through development and maintenance of RFP responses and relevant data in internal and external databases.
- Collaborate with Subject Matter Experts (Sales, Investments, Product, Operations, Compliance) to obtain specialized content and data.
- Maintain and conduct periodic audits of the firm's RFP database (Loopio).
- Assist with other ad-hoc projects as necessary.
Requirements
- Bachelor's degree required.
- 3-5 years of relevant RFP/writing experience in the asset management industry.
- Exceptional time-management and organizational skills with a strong attention to detail.
- Ability to manage projects consistently with prompt follow-through in a deadline-driven environment.
- Strong reasoning ability to understand, explain, and identify errors in investment strategies.
- Strong interpersonal and problem-solving skills.
- Demonstrated ability to effectively communicate both orally and in writing.
- Possess a self-motivated work ethic.
- Ability to maintain sound judgment and professionalism under pressure.
Skills
- Familiarity with consultant databases and content (eVestment Alliance, Factset).
- Proficiency in Powerpoint, Excel, and MSOffice applications.
- Quality investment writing skills.
- Attention to detail.
- Time-management.
- Organizational skills.
- Interpersonal skills.
- Problem-solving skills.
- Oral communication.
- Written communication.
- Self-motivated.
- Sound judgment.
- Professionalism.
Experience Level
- 3-5 years
Education Level
- Bachelor's degree
About the Company
- Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients.
- As the industry’s only global professional services partnership, Corient combines personal service and objectivity with the scale and resources of a global institution.
- The partnership model fosters collaboration, bringing together collective expertise to deliver a transparent, client-first experience.
- As a fully integrated global firm, Corient delivers comprehensive solutions across investment management, wealth strategy, and family office services.