Head of RFP Operations

2 weeks ago


Conshohocken, Pennsylvania, United States Hamilton Lane Full time
Job Title: Head of RFP

Hamilton Lane is seeking a highly skilled and experienced professional to lead our Request for Proposal (RFP) team within Client Solutions Support (CSS) in our Suburban Philadelphia - Conshohocken office.

About the Role:

The successful candidate will be responsible for managing and developing the RFP team, overseeing the maintenance of the content database used to complete RFPs and service existing client questionnaire requests, and owning the RFP content management strategy. They will also be responsible for continuously monitoring the RFP technology landscape for further improvements or new solutions, managing complex RFPs, and working with various internal teams to find solutions in an effective and efficient manner.

Key Responsibilities:
  • Oversee management and development of the RFP team.
  • Review best practices for and oversee maintenance of the content database used to complete RFPs and service existing client questionnaire requests.
  • Own RFP content management strategy leveraging technology and data to continually improve team workflows and content quality.
  • Continuously monitor the RFP technology landscape for further improvements or new solutions.
  • Ability to manage through complex RFPs and work with various internal teams to find solutions in an effective and efficient manner.
  • Support the launch of new product lines and services by helping draft the standard responses for due diligence questionnaires (DDQs) and other written content.
  • Responsible for the training and development of existing employees and future hires.
  • Serve as final reviewer or escalation point for complex RFPs.
  • Analyze win/losses to better position our content and RFP process for future enhancements.
  • Allocate projects to team members while ensuring the team is consistently meeting deadlines while maintaining a high standard of quality.
  • Work closely with firm leadership to ensure adequate staffing of RFP resources across our global footprint.
  • Assist in RFP approval process and liaise with senior Client Solutions leaders regarding RFP opportunities.
Requirements:
  • 8+ years of professional work experience working in RFP development and completion. Knowledge of private equity, private credit, or real assets strongly preferred.
  • Strong understanding of the institutional sales process and the role of RFP within.
  • Experience managing teams and fostering team culture.
  • Excellent writing, editing, and communicating skills are a must.
  • Ability to continually review and optimize workflows.
  • Excellent project management skills, including the ability effectively delegate work, ensure accountability, and collaborate with multiple teams.
  • A high attention to detail, including solid proofreading skills is critical.
  • Technically proficient in Microsoft Word and Excel. Experience with RFP and CRM systems; SalesEdge Qvidian experience is a plus.
Benefits:

At Hamilton Lane, our benefits philosophy is simple. To provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

  • Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
  • Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.
  • For our communities, Hamilton Lane provides paid time off to volunteer, matches your donations to charitable organizations, and compensates for referring qualified candidate that join our team.
  • For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
  • Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
Diversity Pledge:

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level.



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