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- Tasks: Lead a global team in RFP writing and due diligence, enhancing operational efficiency.
- Company: Join BNY Investments, a top financial services firm managing $2 trillion in assets.
- Benefits: Enjoy competitive pay, flexible work options, and generous paid leave for personal moments.
- Why this job: Be part of an innovative culture that values diversity and makes a global impact.
- Qualifications: 12+ years in asset management with leadership experience; RFP writing expertise required.
- Other info: This role is hybrid, based in London, with a focus on technology integration.
The predicted salary is between 72000 - 108000 ÂŁ per year.
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world.
About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2 trillion in assets under management as of 31 March 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Global Head of RFP & Due Diligence to join our Data & Analytics, RFP and Reporting team, within the BNY Investments Operations team. This role is located in London – HYBRID (4 days a week in the office).
In this role, you’ll make an impact in the following ways:
- Provide strategic leadership to a global team of RFP writers and due diligence specialists across UK, US, APAC and Pune offices.
- Manage and develop team members, ensuring career growth and succession planning.
- Enhancing our RFP win rate and realising operational efficiency by developing and implementing a comprehensive technology strategy, including the integration of Generative AI tools.
- Monitoring win rates and implementing data-driven strategies to improve success metrics.
- Overseeing all aspects of RFP, DDQ, and annual attestation processes, ensuring consistency, accuracy, and competitiveness.
- Ensure that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all relevant parties. Ensure clear communication throughout the process.
- Partnering with Investment, Distribution, Legal, and Compliance teams to ensure responses align with firm messaging and regulatory requirements.
- Monitoring the service standards provided by the global RFP team to the wider business and address any concerns.
- Furnish management reporting requirements as well as any reporting related to internal audit or compliance testing.
- Work with audit and compliance to address any remedial actions.
To be successful in this role, we’re seeking the following:
- 12+ years of experience in asset management RFP/DDQ management, with at least 5 years in a leadership role.
- RFP writing experience, with compliance and regulatory frameworks in both UK and US market, is essential.
- Bachelor’s degree or the equivalent combination of education and experience in asset management or related field is a must.
- CFA or other relevant qualifications preferred.
- Deep understanding of institutional asset management products and operations and a proven track record of successful RFP wins for institutional mandates.
- Experience implementing and managing RFP/DDQ technology solutions.
- Strong proficiency with Loopio and/or RocketDocs platforms.
- Strong understanding of Generative AI applications and their potential in RFP processes.
- Experience managing global teams across multiple time zones and excellent stakeholder management skills at senior levels.
- Demonstrated success in process transformation and change management.
At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024; World’s Most Admired Companies, Fortune 2024; Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024; Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024; “Most Just Companies”, Just Capital and CNBC, 2024; Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024; Bloomberg’s Gender Equality Index (GEI), 2023.
Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Vice President, Global Head of RFP & Due Diligence - BNY Investments employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Vice President, Global Head of RFP & Due Diligence - BNY Investments
✨Tip Number 1
Network with professionals in the asset management industry, especially those who have experience in RFP and due diligence roles. Attend industry conferences or webinars to connect with potential colleagues and learn about the latest trends and technologies that can enhance your application.
✨Tip Number 2
Familiarise yourself with the specific RFP and DDQ technology solutions mentioned in the job description, such as Loopio and RocketDocs. Consider taking online courses or tutorials to demonstrate your proficiency and understanding of these platforms during interviews.
✨Tip Number 3
Showcase your leadership skills by seeking opportunities to lead projects or initiatives in your current role. Highlight any experience you have in managing global teams and implementing process transformations, as these are key aspects of the position at BNY Investments.
✨Tip Number 4
Stay updated on regulatory frameworks in both the UK and US markets. Understanding compliance requirements will not only prepare you for the role but also demonstrate your commitment to ensuring that all documentation meets necessary standards.
We think you need these skills to ace Senior Vice President, Global Head of RFP & Due Diligence - BNY Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, particularly in RFP and due diligence roles. Emphasise leadership experience and any specific achievements that demonstrate your ability to enhance RFP win rates.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of BNY Investments' culture and values. Discuss how your background aligns with their focus on innovation and inclusivity, and mention your experience with Generative AI tools in RFP processes.
Showcase Relevant Skills: In your application, clearly outline your proficiency with RFP technology solutions like Loopio or RocketDocs. Highlight your experience managing global teams and your stakeholder management skills, as these are crucial for the role.
Demonstrate Industry Knowledge: Include examples of your deep understanding of institutional asset management products and operations. Mention any successful RFP wins you've achieved, especially in compliance with UK and US regulatory frameworks, to strengthen your application.
How to prepare for a job interview at BNY Mellon
✨Showcase Your Leadership Experience
As a candidate for the Global Head of RFP & Due Diligence, it's crucial to highlight your leadership experience. Be prepared to discuss specific examples of how you've managed teams, developed talent, and implemented strategies that led to operational efficiency.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with RFP/DDQ technology solutions, particularly Loopio and RocketDocs. Be ready to explain how you've used these tools in past roles and how you envision integrating Generative AI into the RFP process to enhance win rates.
✨Understand Compliance and Regulatory Frameworks
Given the importance of compliance in this role, ensure you can articulate your understanding of both UK and US regulatory frameworks. Prepare to discuss how you've navigated these complexities in previous positions and ensured documentation accuracy.
✨Prepare for Stakeholder Management Scenarios
This position requires excellent stakeholder management skills. Think of examples where you've successfully collaborated with senior-level stakeholders across different departments. Be ready to discuss how you ensured alignment with firm messaging and regulatory requirements.
