Client and Product Services Consultant - FTC
Confirmed live in the last 24 hours
stage
Job Description
COMPANY OVERVIEW
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
Overview
The Client and Product Services Team (CAPS) supports KKR’s global distribution and client retention efforts by delivering high-quality, timely, and strategically positioned responses to prospect and existing client information requests. This includes the completion of Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other client monitoring-related deliverables. The team partners closely with investment, product, legal, compliance, and operations stakeholders to ensure accurate, consistent, and compelling messaging across KKR’s expanding platform.
The Consultant will play a key role in the end-to-end execution of client monitoring requests, contributing to both day-to-day delivery and ongoing process improvements.
Key Responsibilities
- End-to-End Execution: Own the preparation, coordination, and timely delivery of monitoring requests (RFIs, DDQs, and ad hoc client inquiries) for existing clients across asset classes.
- Pipeline Management: Manage a high-volume pipeline of concurrent requests, prioritizing deliverables to meet tight deadlines while maintaining accuracy, consistency, and quality.
- Cross-Functional Collaboration: Coordinate with Product Strategy teams and subject matter experts across investment, legal, compliance, risk, and operations to source content, validate data, and obtain required approvals.
- Content Quality & Consistency: Ensure responses align with approved firm messaging, disclosures, and style guidelines; proactively flag inconsistencies or outdated content.
- Product & Strategy Knowledge: Develop and maintain a strong working knowledge of KKR’s investment strategies and products across asset classes to support high-quality client deliverables.
- Process Improvement: Contribute to initiatives aimed at improving the efficiency, scalability, and consistency of client monitoring processes, templates, and content libraries.
- Content Management: Support the maintenance and enhancement of the content library and internal reference materials to enable faster and more consistent responses.
- Stakeholder Communication: Provide clear status updates to internal stakeholders and escalate risks or timing challenges as appropriate.
Minimum Requirements
- Experience: 5+ years of experi
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