Job Title: Vice President, Head of RFP & Consultant Database Team
Department: Global Marketing
Reports To: Senior Vice President, Channel & Product Marketing
FLSA Code: Exempt
Estimated Salary: $170,000 - $190,000
Job Summary:
Cohen & Steers is a leading specialty manager focused on real assets and alternative income. We specialize on U.S. and international real estate securities, listed infrastructure, and preferred securities including private real estate. Headquartered in New York City, with offices in London, Hong Kong, Tokyo, Dublin and Singapore. Cohen & Steers serves financial professionals and institutional investors through a broad range of investment vehicles.
We are currently seeking a Head of RFP & Consultant Database Team who will oversee and manage the RFP and data dissemination process for the firm. The role will be an integral position in the Global Marketing department. The Head of RFP & Consultant Database Team will be a senior member of the team, responsible for managing the RFP writers and working closely with the other members of the Global Marketing team. The role will also involve participating in due diligence meetings with consultants and institutional investors. The team will support all distribution channels including Institutional Sales and Client Service, Consultant Relations and Wealth Management Consulting. This position reports to the SVP Channel & Product Marketing on an interim basis. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Oversee the RFP process at the firm
- Oversee, maintain and enhance responses in RFPIO, the firm’s proposal software
- Manage Associates; train them on completing RFPs and on product knowledge
- Review RFPs being submitted as needed
- Responsible for promoting consistency in product information responses across firm and marketing channels
- Develop responses to consultant, client and prospect requests
- Interact with all departments across the firm including investments, trading, legal and compliance, etc. to respond to product information questions
- Manage workflow and review of proposals
- Work with product solutions and marketing communications to ensure consistency of messaging in deliverables
- Participate in due diligence meetings with consultants and institutional investors
- Oversee the maintenance of consultant and performance databases
Minimum Requirements:
- Bachelor degree from an accredited college
- 7+ years of related experience required
- FINRA series 7 license required; or must be obtained
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Necessary Skills and Abilities:
- Experience using RFPIO or similar RFP content management system
- Experience managing an RFP group
- Excellent communication and writing skills
- Strong influencing and relationship building skills, with the ability to escalate and prioritize the team’s work
- Strong attention to detail and organizational skills
- Self-starter, able to multi-task and prioritize in deadline driven environment
- Must be able and willing to work in a team-oriented environment
- Skilled use of Excel, Word and PowerPoint
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
