RFP & Proposals Lead for Institutional Wealth
MassMutual Ventures
Farther, a rapid-growing RIA in the United States, seeks an RFP & Project Specialist to own end-to-end proposals for institutional clients. You will draft and refine RFPs, RFIs, and custom pitches, coordinating with sales, advisory, and implementation teams to keep pursuits on track. You will translate wealth-management concepts into clear content, build trackers for multiple projects, and leverage AI tools to speed drafting while maintaining accuracy and quality. #J-18808-Ljbffr MassMutual Ventures
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the RFP & Proposals Lead for Institutional Wealth in New York, NY vacancy
- Farther is seeking an RFP & Project Specialist to own the end-to-end proposal process for institutional advisory clients. You will translate complex wealth management concepts into clear proposals and collaborate with sales, advisory, and implementation teams to keep pursuits...SuggestedRemote job
$95k - $105k
A forward-thinking company based in New York seeks an experienced RFP Specialist to ensure clear and competitive proposals. The ideal candidate has over 5 years in proposal writing, strong writing skills, and the ability to navigate complex organizations. Responsibilities...SuggestedWork at office- ...A leading consulting firm is seeking a Senior RFP Writer to join the Global RFP Team in New York. The successful candidate will manage the timely completion of RFPs and customize responses to meet investor requirements. Candidates should have an undergraduate degree in...Suggested
Merit Personnel & Consulting
New York, NY1 day ago - Infrastructure Engineering Inc. (IEI) is seeking an experienced Proposal Team Lead to guide a cross-functional team in crafting winning responses for RFQs and RFPs in the civil/structural engineering space. The role focuses on storytelling, strategic planning, and high...Suggested
- ...Infrastructure Engineering Inc. (I E I) is looking for an experienced Proposal Team Lead to join our Team! Do you love the thrill of receiving an... ...of all proposal components ensuring full compliance with RFQ/RFP requirements. Collaborate with team members to compile...SuggestedTemporary workWork at officeRemote workHome officeWork visaFlexible hours
Infrastructure Engineering
New York, NY5 days ago - ...A leading ed-tech organization seeks a RFP/Proposal Writer to develop high-quality proposals for K-12 contracts. The ideal candidate will manage end-to-end proposal development, ensuring compliance with procurement regulations, and build systems to track bid opportunities...Remote workFlexible hours
Securly
New York, NY5 days ago - ...families and individuals. The Regional Team Lead is responsible for managing the Trust... ..., one of the oldest financial institutions, offers innovative financial solutions to... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...
$107.5k - $179.1k
...will be responsible for managing, leading, and executing IT assurance... ...technology environment supporting the Institutional Services (Capital Markets) and Wealth Management (ISWM) domain, while coaching... ...control matters. This includes proposing solutions to audit findings,...Remote workRelocation- JPMorgan Chase & Co. is a leading global financial services firm with assets of more than... ...business segments including Asset & Wealth Management, Corporate and Investment Banking... ...wealth management. Its clients include institutions, high-net-worth individuals and retail investors...Work at office
$85k - $95k
A community-focused organization is seeking an Institutional Giving Officer to lead fundraising efforts, manage proposals, and maintain relationships with funders. The ideal candidate will have 6-8 years of fundraising experience, strong project management and writing...Full time3 days per week$170k - $300k
ABOUT CITI WEALTH Citi Wealth is one of the world's largest wealth management businesses... ..., and trust services, powered by the institutional strength and global reach of Citigroup.... ...Wealth Technology Book of Work Program Lead to serve as the central leader responsible...Full timeWorldwide- Children’s Aid is seeking an Associate Director of Institutional Giving in New York City to lead strategic grant development and portfolio management, overseeing... ...with institutional funders. You will craft LOIs, proposals, reports, and donor communications, while partnering...
$65.51k - $94.98k
## Proposal and Award Team Lead, Penn State OutreachApplyremote type: Hybridlocations: Penn State University Parktime type: Full timeposted on... ...Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning...Full timeFor contractorsWork experience placementRemote work- Nava is seeking a Capture Manager to lead the contract capture process from pre‑RFP strategy through award, within the State Solutions program. You will... ...engineers and SMEs, and drive compliant, competitive proposals to win federal contracts. Ideal candidates have GovCon...Contract workRemote work
- ...& Directories Manager on the Business Development team to lead multi‑practice RFP responses and pitch materials, ensuring client‑centric, compliant... ...with attorneys, BD and marketing to craft compelling proposals that win work across Litigation, Regulatory & Government Affairs...
- ...consultancy in New York is seeking a Manager for Asset & Wealth Management Consulting. The role involves leading project engagements, mentoring team members, and... ...business development through innovative client proposals. Ideal candidates have at least 5 years of consulting...Flexible hours
- Morgan Stanley is a leading global financial services firm providing a wide range of investment... ..., securities, investment management and wealth management services. The Firm's... ...holistic wealth solutions for individual and institutional clients that seek to generate both...Temporary workWork experience placementWork at officeWorldwide
$120k - $225k
...private capabilities within the Americas Institutional client segment. The role combines... ...solutions teams across institutional and wealth businesses. The successful candidate will... ...advancing strategic institutional pursuits. Lead commercialization efforts for Multi‑...Flexible hours$101k - $238k
...privacy standards needed to power advanced blockchain use cases for institutional tokenized assets, lending, payments, stablecoins, and more.... ...Role Chainlink Labs is hiring an Institutional Relations Lead to build and run a disciplined institutional relations...Remote workChainlink Labs
New York, NY3 days ago- ...a Vice President / Research Lead in AI Research, you will work... ...(including Markets), Asset & Wealth Management, Consumer & Community... .... Proactively identify and propose new research projects linked... ...one of the oldest financial institutions, offers innovative financial...Work at officeShift work
- Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow your career by leveraging your skills... ...continuous improvement and professional mobility.As a Agility Lead in the Wealth Management team, you will guide solution delivery...
- Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow your career by leveraging your skills... ...improvement and professional mobility.As a Agility Manager Lead in JP Morgan Wealth Management, you will play a significant role...Temporary work
- ...completion and compensation. Job SummaryThe Divisional Program Lead for the Advisor Growth Program (AGP) is responsible for developing... ...Skills10+ years of broad business experience, preferably within wealth management, with a strong understanding of advisor practices and...Home office
$115k - $165k
...digital networks. With hundreds of agency partners around the world, Via is recognized as the leading transportation technology and service provider globally. As a Strategic Proposals Lead at Via, you will work to improve mobility by forging new partnerships with public...Full timeWorldwideDesigner Fund
New York, NY19 days ago- Novartis Group of Companies seeks a field-based Institutional Rheumatology Specialist to support key hospitals within the designated geography. This remote opportunity requires access to the location, a valid driver’s license, and the ability to travel 60-80% across a broad...Remote workHome officeVisa sponsorship
$165k - $200k
...Rehabilitation and Correction (DRC) seeks a candidate to own its business pipeline, from initial intake to the delivery of polished proposals. Candidates must have at least 5 years of relevant litigation experience. Responsibilities include drafting proposals, managing...- Strategic Capital Solutions Lead Location(s): London, England,... ...leveraging Citi's comprehensive institutional capabilities to foster strong... ...investment assets for Citi Wealth. This is achieved by delivering... ...finalize client investment proposals and new account pitches,...Full timeBank staff
- TP ICAP Americas Holdings Inc. is seeking a senior role focused on Liquidnet ATS coverage for institutional clients and funds in New York. You will manage senior trading desk relationships and drive intraday coverage cadence to maximize match opportunities and platform...
$90k - $128.63k
A leading engineering firm is seeking a Proposal Manager based in New York. The role requires a strong organizational background to manage proposals and interviews for various transportation projects. Candidates must have a minimum of 5 years of relevant experience and...Work at office- ...motivated, detail-oriented professional to join its ICs Fund Onboarding team. You will manage end-to-end onboarding for global institutional investors across funds, collaborating with investors, advisors, AML, tax, Finance, Legal & Compliance, and external counsel. This...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RFP & Proposals Lead for Institutional Wealth. Be the first to apply!
