The RFI Manager is responsible for responding to DDQ and RFI requests received from intermediaries considering BM as an investment partner. Managing the use of existing content and ensuring accuracy and relevancy, the role involves coordinating responses from numerous internal SMEs and ensuring deadline dates are met.
Role Responsibilities:
* Respond to information requests from existing and prospective adviser relationships, tailoring responses based on the opportunity size
* Triage new enquiries and involve relevant business development managers
* Use standard or DD Hub content for RFIs, writing new content as required utilising internal SME support
* Maintain and update the standard DDQ document, implementing a review cycle
* Update standard content to reflect changes in proposition or regulation
* Collaborate with Marketing on format, design, and uploading to the website and Partner Portal
* Coordinate data provided for third-party influencer relationships, understanding data requirements and internal sources
* Liaise with internal SMEs/Product Owners for data and review third-party report outputs
* Maintain content within third-party due diligence portals
* Engage with the Head of Strategic Partners to support third-party relationships
* Update content within ThreeSixty’s DD Hub
* Respond to annual due diligence updates for various platforms (e.g., ThreeSixty, Synaptic, Suggestus)
* Manage workflow and ensure deadlines are met
* Follow a formal approval and sign-off process to ensure accuracy
* Keep content relevant and updated on external hosting locations
* Track RFIs through to conclusion/outcome with the business development team
* Manage standard content within appropriate software applications, if applicable
* Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
Knowledge, Skills and Experience:
* Proven track record in managing Requests for Information (RFI) and Requests for Proposals (RFP), within Wealth or Asset Management
* Experience in creating and maintaining standard content and due diligence questionnaires (DDQs)
* Experience working with internal stakeholders, such as SMEs and product owners
* Experience engaging with external clients, primarily advisers
* In-depth understanding of financial products, services, and regulations
* Knowledge of due diligence processes and requirements for third-party relationships.
* Familiarity with content management systems and software applications used for managing standard content
* Basic understanding of marketing principles and design considerations for content presentation
* Project management skills to handle multiple RFIs and ensure deadlines are met
* High level of accuracy and attention to detail in content creation and review
* Analytical skills to understand data requirements and review third-party outputs
* Flexibility to adapt to changing regulations and business needs
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