Vice President, Content Management – Databases and RFPs
Aristotle Capital Management
United States, California, Los Angeles
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Salary
$155,000 - $180,000 Per Year
Rank
VP
Responsibility
Functional Tower Lead
Scope
Regional
Workplace
Hybrid
Functions
IT
Legal
Marketing
Reports to
Level
N-1
Travel Max:
10%
Posting Date
Description
As the VP, Content Management – Databases and RFPs, you will be responsible for leading and executing content management in partnership with senior leaders in Client Operations, Sales, Marketing, and Client Portfolio Management, ensuring our firm is consistent in communication to our clients and in respect to competitive positioning in the marketplace. You will oversee data-driven decision-making processes, improve processes related to content management, and ensure the seamless integration of content management systems relevant to the client operations team.
Vice President, Content Management – Databases and RFPs
Key Responsibilities
- Develop and execute strategic plan for populating and maintaining consultant and client databases, ensuring consistent messaging across all Aristotle affiliates while effectively positioning each Aristotle strategy and product within the databases.
- Utilize data to refine the firm’s competitive positioning and tailor messaging to different client segments and distribution channels.
- Develop and maintain relationships with external data providers and industry peers to stay current with industry trends as it pertains to competitive positioning in consultant databases and RFP responses in the asset management space. This includes understanding data completion rates required to be included in searches.
- Rationalize database usage and develop strategies for populating those that best align with our sales strategy and the type of products (e.g., Mutual Funds, CITs, LPs, SMAs) Aristotle offers.
- Partner with CPMs and product specialists to understand key trends, market opportunities, and areas of differentiation for the firm as well as for each Aristotle strategy.
- Partner with IT to integrate key internal systems such as our Data Warehouse, FactSet, and the databases to maintain a single source of truth for our data and to automate data feeds to ensure timely updates and reduce the risk of manual errors.
- Implement procedures to regularly audit data for accuracy ensuring that all data uploaded to databases is accurate and populated as expected.
- Ensure that all data submitted to databases adheres to relevant regulations (e.g., SEC, GIPS standards) and industry guidelines, especially around the use of performance data, fees, portfolio characteristics, and risk metrics.
- Maintain proper disclosures related to marketing data, ensuring that all information aligns with compliance and legal standards, such as for gross and net performance, fees, and fund risks.
- Marketing & Sales Alignment: Ensure the marketing and sales teams collaborate closely in using database insights to inform client pitches, presentations, and responses to RFPs.
- Collaboration with Compliance: Work with compliance teams to ensure that the data being used adheres to relevant regulations and disclosures.
- Feedback Loops: Create feedback loops with client reporting, product, client portfolio management, and sales teams to ensure the databases are capturing the most relevant information for our prospects, consultants, and clients.
- Lead the end-to-end process of qualifying, drafting, reviewing, and submitting RFIs and RFPs, collaborating with sales, investment, and product teams to ensure timely and accurate submissions.
- Ensure that all RFP responses are tailored to client needs, highlighting the firm’s value proposition and unique strengths.
- Leverage firm branding in RFP responses to develop a standard professional response format including a branded letter and executive summary.
- Partner with Aristotle’s IT team to implement and integrate Responsive, the firm’s strategic response management platform with other key tools and platforms used at Aristotle such as Salesforce, the firm’s CRM, and Seismic.
- Implement the use of AI to add efficiencies in the RFP process without risking data accuracy and integrity.
- Implement procedures to ensure enough time is left for reviews by compliance and CPMs ahead of submission.
- Analyze RFP outcomes to continually improve response strategies and success rates.
- Prepare, manage, and update comprehensive DDQs for prospective and existing investors.
- Collaborate with operations, technology, legal, and compliance teams to gather and verify information required for DDQs.
- Ensure the accuracy, timeliness, and completeness of due diligence materials provided to clients and stakeholders.
- Work closely with the operations team to understand workflows and nuances between retail and institutional accounts and different investment vehicles.
- Stay informed on global regulatory changes and industry developments that could impact clients and partner with teams such as compliance and operations to ensure continued support for our clients’ needs. Collaborate with compliance teams to maintain alignment with due diligence and operational oversight requirements.
- Respond to inquiries from investors, consultants, and auditors regarding operational and due diligence matters.
- Manage and mentor a team of RFP and DDQ writers.
- Plan and evaluate department policies, processes, priorities, and performance goals.
- Maintain staff by recruiting, onboarding, training, assessing, and promoting employees.
- Ensure that the department is on track to meet performance goals and adjust based on performance data as needed.
- Motivate direct reports by providing positive feedback and skills development.
- Accomplish staff results by communicating job expectations and planning, monitoring, and appraising job results.
- Develop, coordinate, and enforce systems, policies, procedures, and productivity standards.
- Establish strategic goals by gathering pertinent business, financial, service, and operations information.
- Act as a liaison with senior level management and other department managers by developing productive, collaborative relationships and utilizing clear and effective communication.
- Collaborate with cross-functional teams to ensure alignment of data-driven strategies across the organization.
Qualification & Requirements
- 10+ years of experience in content and data management or related roles, with at least 5 years in a leadership position at a large investment management firm.
- Experience working in a shared service, multi-affiliate model is preferred.
- Bachelor’s degree in finance, Business, Marketing, Data Science, or a related field or equivalent job experience. MBA or advanced degree preferred.
- CFA, and/or Association of Proposal Management Professionals (APMP) a plus.Deep knowledge of the asset management industry, including market trends and key players.
- Strong analytical and problem-solving skills, with the ability to synthesize data into strategic recommendations.
- Exceptional writing and communication skills, with experience in drafting compelling RFPs and client communications.
- Experience leveraging AI to add efficiencies in the RFP process; prior use of Responsive AI, a plus.
- High proficiency in RFP technologies and data platforms (e.g., Salesforce, eVestment, Responsive, Consultant databases).
- Ability to manage multiple projects simultaneously and work effectively under tight deadlines.
- Strong understanding of investment products, the asset management industry, and regulatory environment.
- Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and lead a team and collaborate effectively across departments.
- Broad knowledge and hands on experience with various investment products and related data including but not limited to equity and fixed income as well as institutional and retail products such as Mutual Fund, CITs, Retail SMAs, Sub-Advised products, and Model Delivery.
- Solid understanding of the SEC marketing rules, GIPS® reporting principles, and performance attribution concepts.
- Strong knowledge of back-office functions, including portfolio accounting, performance and analytics, and corporate actions.
- Ability to be highly flexible and adaptable to change.
- Strong work ethic with an inherently high level of motivation.
- Very detail oriented and organized.
- Excellent teamwork and collaboration skills.
- Positive attitude.
- Willing to travel for in-person visits to affiliate offices.
Benefits
- Robust Health, Dental, and Vision insurance for you and your dependents
- 401(K) Retirement Plan with Employer Matching
- A culture that values inclusivity
- Paid time off, including annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Various Company events throughout the year
- Employee Discount Program
Company Profile
Aristotle Capital Management
Industry
Financial Services
Revenue
$67.8M
Employees
164
Fortune 500 Rank
NA
Global 500 Rank
NA
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