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Manager - Proposals and Client Solutions

CI Financial

toronto, on, Canada Full-time July 17, 2026

Found Description

Become a key player at CI as the Manager of Institutional Client Solutions & Proposals. Spearhead the delivery of institutional RFPs while driving process improvement through automation and AI tools.

In this role, you will support CI's growth in the institutional sector, managing the full lifecycle of proposals and enhancing operational efficiency. This leadership position is perfect for someone who thrives in high-volume environments and excels at building and optimizing processes. You will liaise with various teams to ensure accuracy and quality of deliverables.

Key Responsibilities:
• Manage end-to-end delivery of institutional proposals
• Focus on high-quality and timely execution of projects
• Collaborate with Marketing, Operations, and Compliance teams
• Leverage technology to modernize workflows
• Optimize and maintain a library of proposal answers

Requirements:
• 2–4 years of relevant proposal management...

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