Vice President, RFP Response at BlackRock seeking an experienced professional to craft customized RFPs. Collaborating with various departments while managing projects and client narratives.
About the role
- VP of Corporate RIA Channel Strategy at LPL Financial. Supporting strategic initiatives for independent advisors in financial services industry.
Responsibilities
- Assist in creating and evaluating strategic initiatives for our independent advisor affiliation models.
- Help define and evolve the value proposition on our corporate RIA for advisors and independent wealth management firms, considering their unique needs and market trends.
- Leverage market data to assist with competitive assessments, identify market opportunities, and inform strategic recommendations.
- Conduct market analysis to monitor industry trends, developments, and competitive moves to inform strategy.
- Draw actionable business insights from large, disparate data-sets.
- Work closely with cross-functional teams to support the execution of tactical plans that enhance the advisory experience.
- Support the integration of technology and business solutions that improve advisor efficiency and service capabilities.
- Coordinate efforts across multiple business units and departments to ensure alignment and progress on strategic projects.
- Synthesize advisor feedback and business intelligence into insights and recommendations to improve the advisor experience.
- Create briefing materials for key internal and external meetings, summarizing analysis for senior leadership.
- Support efforts to increase advisor satisfaction and retention by identifying and addressing key pain points.
- Provide strategic expertise and operational support to expand multi-custody capabilities.
- Manage multiple project requests, ensuring tasks are prioritized and delivered in a timely manner.
Requirements
- Bachelor’s degree
- 5+ years of experience in financial services, with knowledge of wealth management or advisory platforms
- Familiarity with various advisory business models (e.g., independent, hybrid, institutional)
- Experience in corporate strategy, product management, or strategic program management
- Strong communication, presentation, and analytical skills, with the ability to summarize complex information
- Ability to work both independently and collaboratively in a fast-paced, dynamic environment.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive total rewards package
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
VP of Market Expansion leading WOW!'s strategic growth and market initiatives across multiple locations in the US. Driving market entry and building high - performing teams for sustainable growth.
Site Reliability Engineer improving operational characteristics and collaborating with feature teams for service objectives. Leading automation and reliability initiatives while coaching colleagues.
VP of Technology at Lyka managing Engineering, Data, and IT functions in a pet wellness startup. Driving technology strategies for a fast - growing company focused on improving pet health.
Head of Programme Management Office leading the Wheeled Platforms Business programme operations. Driving tender requirements and maintaining strong customer relationships while overseeing a dedicated team.
Lead the Head of First Line Oversight Programs at Sun Life, overseeing compliance and market conduct in Canadian Retail Advice and Solutions. Shape strategic oversight with a focus on digital transformation and excellence.
Transaction Manager overseeing the lending lifecycle for commercial real estate at Citi. Leading team development and ensuring compliance with operational standards in Delaware and Florida locations.
Vice President of Operations leading major contracted - services accounts for Aramark. Driving operational efficiency, revenue growth, and client retention with a focus on strategic leadership and team management.
VP managing complex assets for Fidelity Charitable, facilitating charitable donations and working with donors directly through the giving process. Overseeing asset acceptance, due diligence, and building strong relationships with various stakeholders.
Senior innovation leader at Fidelity responsible for integrating emerging technologies like AI and blockchain. Driving innovation and scalable solutions in financial technology across business lines.