Vice President, Deal Management (Platform RFP Team)
About The Position
5 years of experience or more in deal management within financial services, asset/wealth management, or banking. Proven track record of supporting RFP teams. Strong understanding of wealth management products, investment solutions, and financial regulations. Expertise in AI/ML applications, automation tools, and knowledge management systems. Experience with project management fundamentals. Skilled in professional writing and communication. Strong stakeholder management and ability to influence senior executives. Strategic thinker with an innovation mindset. Attention to detail and deep technical acumen in AI and automation tools. Exceptional leadership, coaching abilities, and people development skills. Ability to translate complex financial concepts into client-centric messaging. Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines. Voracious learner. Strategic thinking and problem-solving abilities, with a focus on continuous improvement and innovation in Deal Management delivery.
Requirements
- 5 years of experience or more in deal management within financial services, asset/wealth management, or banking
- Proven track record of supporting RFP teams
- Strong understanding of wealth management products, investment solutions, and financial regulations
- Expertise in AI/ML applications, automation tools, and knowledge management systems
- Experience with project management fundamentals
- Skilled in professional writing and communication
- Strong stakeholder management and ability to influence senior executives
- Strategic thinker with an innovation mindset
- Attention to detail and deep technical acumen in AI and automation tools
- Exceptional leadership, coaching abilities, and people development skills
- Ability to translate complex financial concepts into client-centric messaging
- Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines
- Voracious learner
- Strategic thinking and problem-solving abilities, with a focus on continuous improvement and innovation in Deal Management delivery
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
