Sunna Zinnert

• Lead operations and workload distribution for the RFP team, ensuring timely, high-quality submissions. • Onboard and train new team members. • Manage complex RFPs in partnership with key stakeholders. • Drive cross-functional collaboration with international portfolio managers and global teams to gather critical RFP intelligence. • Maintain global consultant databases, RFP repositories, and statistical records. • Prepare RFP analytics for senior leadership. • Interim Consultant Relations Manager.

• RFP Writer • Answering of RFPs in German and English in close cooperation with the relevant departments, such as portfolio management, research, trading, etc. • Keeping and regularly updating various data bases of investment consultants and fund-of-fund managers • Information management: adding to and updating our RFP data base and tending an array of statistics and standard information that serve as a basis for the answering of RFPs and for servicing data banks • Interface management: obtaining info

• Key Account Representative for banks and insurance companies • Key contact for institutional fund transactions and fund queries • Close cooperation with all business areas to improve processes • B2B project work • Support for sales managers, including answering RFP’s • Manual calculation of sales commission and verification of statistical fund data for institutions

• Internal Sales Specialist in annuity wholesale company • Sales support for external Sales Managers in several US states • Development and implementation of sales strategies • Key contact for stockbrokers on product queries • Acquisition of new business

Marketing Major