Transitions & RFP Services Manager

Posted 2 days ago

virtual vocationsDenver (CO)

Financial ManagersPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Overseeing the coordination and execution of client onboarding and RFP activities, the full-time remote Transitions & RFP Services Manager will serve as the primary liaison for internal stakeholders and external service providers, driving operational excellence and continuous improvement initiatives. Key responsibilities Serve as the primary point of contact for RFP requests and manage the operational onboarding of new clients and investment vehicles Develop and maintain a centralized library of standardized RFP responses and coordinate annual reviews to ensure compliance and accuracy Lead process improvement initiatives and enhance operational procedures to improve efficiency and scalability Required qualifications Bachelor's degree in Accounting or Finance, or equivalent experience More than six years of experience in securities operations, investment operations, or investment administration within the financial services industry Experience managing client onboarding and operational transitions Intermediate proficiency with Microsoft Excel and experience with Microsoft Access or SQL FINRA Fingerprinting required

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.