
Lead Proposal Specialist
1 day ago
We are seeking an experienced Proposal Specialist to lead a team of proposal specialists in delivering high-quality RFP responses for our US Wealth business.
The successful candidate will have 5-8 years of experience in pre-sales/bid management and a strong understanding of the financial/wealth/investment markets.
- BUILDING KNOWLEDGE AND UNDERSTANDING OF THE WEALTH BUSINESS, SERVICE OFFERINGS AND STRATEGIC PRIORITIES
- REVIEWING RFPs AND OTHER CLIENT MATERIALS TO GAIN COMPLETE UNDERSTANDING OF CLIENT REQUIREMENTS
- WORKING CLOSELY WITH THE PURSUIT TEAM TO RESOLVE OPEN ITEMS DURING THE PROPOSAL DEVELOPMENT PROCESS
- PROMOTING A CULTURE OF EXCELLENCE THROUGH DOCUMENTATION AND RESPONSE TO INTERNAL QUERIES AND COMPLETING PROPOSALS IN A TIMELY MANNER
- POSTGRADUATE/ GRADUATE IN SCIENCE, TECHNOLOGY, ENGINEERING OR MATHEMATICS WOULD BE PREFERRED
- EXCEPTIONAL CUSTOMER SERVICE FOCUS
- ADVANCED BUSINESS WRITING ABILITY WITH OUTSTANDING GRAMMAR AND PROOFREADING/ EDITING SKILLS
- PROBLEM SOLVING SKILLS AND ATTENTION TO DETAIL
- A GOOD RELATIONSHIP SKILL SET AND PROVEN ABILITY TO WORK ON OWN INITIATIVE AS WELL AS IN A TEAM
This is an exciting opportunity to work with a talented team and contribute to the delivery of high-quality proposals that drive business growth for our US Wealth business.
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