Proposal Manager
Core
Expert proposal writer driving sales and revenue growth by completing complex RFPs, consultant questionnaires, and client reports for asset management firms.
Role type
Senior IC proposal manager (financial services)
Builds
Sales proposals, consultant questionnaires, client reports, and ad hoc questionnaires
Domain
Financial services / Asset management
Required skills
Proposal writing, RFP management, project management, data analysis, legal content review, strategic approach determination, team leadership, process improvement
Preferred skills
Supervisory experience, back-up capability for director, database research
Technologies
Adobe, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Drive sales & revenue growth through completion of RFPs; Complete larger and/or more complex proposals and consultant questionnaires; Review work for junior team members; Assist or lead process improvement projects; Answer, edit and complete sales proposals, client reports and ad hoc questionnaires; Coordinate all aspects of sales proposal document production process; Collaborate with distribution team and SMEs to determine strategic approach for proposals; Research appropriate responses through supplied databases; Assist distribution and legal counsel with reviewing legal content and contractual language
Seniority
Mid-Senior, hands-on IC with potential supervisory responsibility