Manager, Institutional Client Solutions & Proposals

CI Financial•Toronto, ON

4d•Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are seeking a highly motivated and detail-oriented professional to join our Institutional team as Manager, Institutional Client Solutions & Proposals, supporting both our Institutional and National Accounts groups. This role is central to supporting and growing CI GAM’s institutional business by owning the end-to-end delivery of institutional RFPs, RFIs, and due diligence questionnaires (DDQs), while modernizing how we operate through technology, automation, and AI. This is a hands-on role for a self-starter with a leadership mindset: someone who takes pride in their work, thrives in a fast-paced environment, and is excited to build and optimize scalable processes that directly enable business growth.

Requirements

2-4 years experience of working on institutional RFP, RFI, and DDQ processes within asset management or financial services.
Hands-on experience using Loopio or similar proposal management platforms.
Exceptional organizational skills, attention to detail, and ability to prioritize effectively under pressure.
A self-starter mindset with strong initiative, accountability, and follow-through.
Comfort leveraging technology and AI tools (e.g., Copilot) to improve workflows and productivity.
Strong written and verbal communication skills, with the ability to synthesize complex information clearly.
Degree in Finance, Business, Accounting, Economics, or a related field.

Nice To Haves

Professional designations (e.g., CFA, CIM, CFP, or other CSI courses) are an asset

Responsibilities

Own end-to-end delivery of institutional RFPs, RFIs, and DDQs. Be accountable for prioritization, quality, and on-time execution.
Partner with Investments, Product, Operations, Compliance, Marketing, and Relationship Managers and additional functions to source and validate content.
Ensure accuracy, consistency, and appropriate escalation of risks or issues.
Own and continuously optimize the Loopio platform leveraging AI
Build and maintain a trusted library of reusable answers
Drive adoption, governance, and best practices across contributors.
Improve efficiency and scalability of proposal and due diligence workflows.
Leverage AI tools (including Copilot and custom agents) to enhance content creation and quality control.
Modernize institutional client deliverables while maintaining high standards.
Operate with a leadership mindset
Bring structure, judgment, and discipline to a high-volume environment.
Deliver polished, high-quality work that reflects CI GAM’s institutional brand.