Jake Ballard

Specialist, RFP (Institutional & Investment Management)

Role
Specialist, Rfp (Institutional & Investment Management) at SEI
Location
Chester Springs, PA, US
LinkedIn followers
500 followers

About Jake Ballard

Results-driven and detail-oriented RFP Architect/Writer with a strong foundation in institutional marketing and investment management. Skilled in creating structured, persuasive, and client-focused proposals that deliver measurable business value. Experienced in leading and collaborating with cross-functional teams, streamlining proposal processes, and producing winning strategies and impactful responses. Recognized for adaptability, leadership, and consistently delivering high-quality work under pressure.

Experience

  1. Specialist, Rfp (Institutional & Investment Management)

    SEI

    Apr 2026 — Present

Education

  • The Catholic University of America

    Bachelor of Science, Business Administration - BSBA, Strategy, Management and Operations

    2017 — 2021

  • St. Joseph's Prep

    High School Diploma, College Preparatory

    2013 — 2017

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Jake Ballard — Specialist, Rfp (Institutional & Investment Management) at SEI in Chester Springs, PA, US | Unifers