Senior Writer - Proposals Management
Core
Managing and delivering high-quality RFPs, RFIs, DDQs, and other client-facing submissions for a global wealth management and banking services firm.
Role type
Senior Specialist, Proposal Management
Builds
Accurate, compelling, and timely proposal responses for clients and prospects.
Domain
Financial services (wealth management, asset servicing, asset management, banking)
Required skills
Proposal management, RFP/RFI/DDQ handling, stakeholder management, project management, written communication, attention to detail, process improvement, Microsoft Copilot proficiency
Preferred skills
Financial services industry experience, AI tool adoption
Technologies
Microsoft Word, Excel, Adobe, Microsoft Copilot
Responsibilities
Lead end-to-end management of RFPs, RFIs, DDQs, and other proposal responses; Analyze client requirements and develop tailored written responses; Partner with Sales, Product, Relationship Management, Operations, and subject matter experts; Manage multiple priorities and deadlines through effective project planning; Review proposal content for accuracy, consistency, compliance, and attention to detail; Maintain and enhance proposal content libraries and knowledge management resources; Identify and implement process improvements; Support the adoption and utilization of emerging technologies, including AI-enabled tools.
Seniority
Senior, hands-on IC