Manager, Client Solutions

Cantor Fitzgerald • Dallas, TX

6d

About The Position

The Manager, Client Solutions manages the day-to-day pursuit process for assigned opportunities, ensuring pursuit frameworks, scoring, tracking, materials, and documentation remain current and aligned with the Director’s strategy and win themes. The role coordinates cross-functional pursuit teams and works with marketing and design to produce polished, brand-compliant client materials on schedule. It also monitors deadlines and review checkpoints, reports pursuit status and team bandwidth, and helps improve pursuit processes and train team members. AI-enabled research, writing, and productivity tools are a core part of the workflow. The position may involve travel as needed in support of pursuit activity. Working conditions are normal, with the absence of disagreeable elements.

Requirements

• Bachelor’s degree in Business, Real Estate, Finance, Economics, Marketing, or a related field.
• 3–5+ years of experience in commercial real estate, marketing, proposal management, or a related operational role.
• Strong project management skills and ability to manage multiple concurrent pursuits and deadlines in a fast-paced environment.
• Strong attention to detail and ability to identify inconsistencies before materials reach the client.
• Strong written communication skills and ability to produce polished, client-ready materials in partnership with designers.
• Comfort supporting a client-facing Director and owning pursuit execution rather than the client relationship.
• Ability to work across brokerage, service line, marketing, and design teams in a matrixed environment.
• Strong understanding of applying AI-enabled tools to research, drafting, and pursuit workflow efficiency.
• Advanced proficiency in Microsoft Office, especially PowerPoint, Word, and Excel.
• Ability to travel as needed in support of pursuit activity.

Nice To Haves

• An advanced degree.

Responsibilities

• Manage the day-to-day pursuit process for assigned opportunities, keeping the Opportunity Framework, scoring, and tracking current throughout the pursuit.
• Translate the Director’s strategy and win themes into concrete materials and deliverables, and review materials before they go to the client.
• Direct the development of pursuit materials with marketing and design, maintaining quality and brand standards and setting timelines.
• Assemble and coordinate pursuit teams, including brokers, service line leaders, subject matter experts, and marketing and design support.
• Track requirements, submission deadlines, and internal review checkpoints for each pursuit.
• Maintain accurate, current documentation for active pursuits, including win and loss tracking.
• Report pursuit status and team bandwidth transparently.
• Identify breakdowns in the pursuit process, recommend improvements, and help train new team members on processes, tools, and standards.
• Use AI-enabled research, writing, and productivity tools to accelerate drafting, tracking, and quality review.
• Collaborate with other Client Solutions Managers by sharing tools, templates, and best practices.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager