RFP Supervisor

Eaton Vance Investment Managers
Boston, USA
Not Specified
31 Mar 2021
10 Apr 2021
Industry Sector
Finance - General
Employment Type
Full Time
By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose

Reporting to the RFP Manager will be responsible for the day-to-day management of the Eaton Vance Management (EVM) requests. The RFP Supervisor will oversee direct reports including a Senior RFP Specialist. This team will support EVM requests for the US sales team as well as the Retail sales team. The EVM RFP team is responsible for the completion of Request for Proposals (RFPs), Request for Information (RFI), Due Diligence Questionnaires (DDQ), Quarterly/Monthly/Annual 3rd party intermediary updates and similar ad hoc requests. This individual will work closely with all levels of the firm, including Legal/Compliance, Marketing, Product Management, Institutional Sales, Global Relationship Management team (GRM), Wealth Management Solutions (WMS) and Consultant Relations staff to ensure high-quality and compliant submissions for the Institutional and Retail Advisory channels.

Primary Responsibilities
  • Provide end-to-end guidance in the EVM RFP response process
  • Provide RFP triage and tracking responsibilities - set up meetings with stakeholders on intake when needed and push back on requests when not supported with sufficient rationale
  • Communicate with Institutional sales, client service and investment professionals to assess prospect and client needs, understand the firm's strategic advantages in the marketplace, and create proposals that express these advantages for maximum impact
  • Communicate with GRM and WMS as the first point of contact for annual and due diligence questionnaires
  • Conduct post-response debriefing sessions to assess what worked well and identify areas for improvement
  • Represent the Calvert/ESG RFP team to senior management as well as a network of internal and external constituents
  • Complete firm-level surveys for EVM
  • Establish and maintain relationships with a EVM SMEs
  • Keep abreast of EVM strategy/vehicle developments in terms of structure, staffing, performance and competitive strengths
  • Understand and uphold high editorial standards that consistently express a voice consistent with the Eaton Vance brand
  • Oversee the maintenance and compliance of the RFP Database (Qvidian). Meet with RFP Database Manager/RFP Manager to access process
  • Update and maintain the RFP Policy Manual and RFP Training Manual

Job Requirements
  • 7-10 years of institutional investment management experience with demonstrable skills in content creation and management, product mastery and positioning, proposal development and oversight, and relationship management
  • MBA, CFA is preferred
  • In-depth knowledge of investment products and services, ideally across multiple distribution channels
  • Strong understanding of institutional and retail domain and competitive landscape
  • Ability to handle multi-tasks in deadline-driven environment and collaborating with senior, market-facing associates, good interpersonal skills, and an orientation towards the achievement of team goals
  • Outstanding skills in organization, time management, multi-tasking, prioritization, attention to detail
  • Ability to think strategically and execute tactically
  • Qvidian experience preferred

This policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110
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