Job Description

We are currently seeking a full-time permanent Associate, Client & Product Solutions to join our Client & Product Solutions team.

As an Associate, Client & Product Solutions, you will play a key role in supporting RPIA’s institutional and private client business development efforts by leading the coordination and preparation of Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). Reporting to the Co-Head of Client & Product Solutions, you will work closely with Sales, Portfolio Management, Compliance, and Operations teams to ensure accurate, timely, and compelling responses that reflect RPIA’s capabilities and value proposition. Your work will directly support the continued growth of the firm’s client base and institutional relationships.

The duties and responsibilities of the Associate, Client & Product Solutions include but are not limited to:

• RFP and DDQ Management: Leads the end-to-end coordination and completion of RFPs, RFIs, and DDQs for prospective and existing clients.
• Project Management: Manages the contributions of cross-functional teams and monitors submission timelines, ensuring all deliverables are accurate and completed on time.
• Content Maintenance: Maintains and updates the firm’s RFP/DDQ content library to ensure consistency, accuracy, and efficiency in response delivery.
• Brand Alignment: Ensures responses align with RPIA’s brand, investment philosophy, and risk management approach.
• Process Enhancement: Supports continuous improvement of the firm’s RFP and DDQ processes, identifying areas for streamlining and automation where appropriate.
• Team Support: Assists with ad hoc projects or client material preparation in support of the business development team.

Critical Competencies

• Communication – Demonstrates strong written communication skills with the ability to translate complex ideas into accessible, high-impact messaging tailored to sophisticated clients.
• Collaboration – Strong aptitude for working collaboratively with business partners and both internal and external stakeholders. Brings a spirit of collaboration with the ability to maintain strong working relationships with peers and leaders within the organization.
• Business Acumen – Possesses a strong understanding of corporate strategy, firm operations, and the competitive environment, along with the ability to practically apply knowledge within the role.
• Adaptability – Navigates shifting priorities and changing client needs with agility while maintaining service excellence.
• Attention to Detail – Exceptional attention to detail to ensure accuracy and high standards for all internal and client-facing materials.
• Project Management – Proven ability to manage one’s own time effectively and ensure deadlines are met when managing client requests.
• Brand Integrity – A positive professional who upholds the values of the firm, and understands the importance of maintaining/protecting sensitive, confidential information.

Requirements

• Bachelor’s degree in Business, Finance, Communications, or a related field.
• Minimum of five (5) to eight (8) years of experience in asset management, consulting, or financial services, preferably in an RFP, DDQ, or client service capacity.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with RFP management tools is considered an asset.
• Knowledge of fixed income products and investment concepts is preferred.
• Bilingual in English and French is preferred.

Additional Information

• Position Type: Full-Time Permanent
• Work Location: Toronto
• To learn more about life at RPIA, visit
• Read our firm’s magazine, Voices of RPIA:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

• Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits.
• Homewood Health Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
• Opportunities for professional and personal growth through:
• Cross-functional Mentorship Program
• Internally curated Leadership Skills training program
• Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving Back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 120 employees and approximately $19 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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