Elevate your career with CI as the Manager of Institutional Client Solutions & Proposals. This in-office role focuses on optimizing RFP processes while enhancing proposals with AI leverage.
As a pivotal manager within the Institutional team, you will oversee the entire proposal process, ensuring quality, prioritization, and timely execution. You will collaborate with multiple departments to source accurate content, manage Loopio platform optimizations, and implement process improvements using AI tools. This position allows you to impact business growth and client outcomes significantly.
Key Responsibilities:
• Own end-to-end delivery of institutional RFPs and RFIs
• Optimize Loopio for enhanced proposal management




• Improve proposal workflows using AI and automation
• Maintain quality standards in all institutional deliverables
• Lead high-volume projects with structure and discipline
Requirements:
• 2-4 years of experience in RFP processes
• Proficient with Loopio or similar platforms
• Solid organizational and prioritization skills
• Self-starter with technological proficiency
• Degree in Finance, Business, or related field
Drive transformation at CI while ensuring the quality and accuracy of institutional proposals.
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📌 Manager of Institutional Proposals at CI (Toronto)
🏢 CI Financial
📍 Toronto