Services - Proposal Writer (Vice President)
Core
Lead the end-to-end process of creating, coordinating, and maintaining high-quality, customized Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ) responses and Pitchbooks for clients.
Role type
Vice President, Proposal Writer
Builds
Customized RFP/RFI/DDQ responses and Pitchbooks for clients
Domain
Transaction Banking / Cash Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
RFP/RFI/DDQ writing, Pitchbook creation, Proposal database management, Cross-functional partnership, Risk assessment, Compliance adherence, Strategic messaging, Project management
Preferred skills
Transaction Banking product knowledge, Master's degree
Technologies
Microsoft Office
Responsibilities
Lead the end-to-end process of creating, coordinating, and maintaining high-quality, customized Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ) responses and Pitchbooks for clients. Effectively convey information about products and services, managing multiple revisions, edit and re-edit proposal sections as needed, ensuring that proposals maintain a consistent tone and aesthetic applicable for executive level recipients. Partner with Product teams to build and maintain a robust Proposals and RFP database, ensuring consistency and compliance with the bank's global and regional standards. Continuously update and improve content in the Proposals and RFP database. Champion 'best practices' for effective writing and incorporate the bank's positioning and marketing materials into the database. Stay informed on customer needs and market trends through continuous interaction with sales and product teams. Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure. Appropriately assess risk/reward of transactions when making business decisions, demonstrating proper consideration for the firm's reputation.
Seniority
Vice President, strategic leadership & complex deliverables
