Sales Support and Effectiveness, AVP

Who we are looking for

State Street Global Markets' Request for Proposal (RFP) team is in search of a Proposal Manager to play an integral role in business development and client service efforts through the completion of RFP, RFI, and due diligence requests. You will project manage the completion of questionnaires, specializing in editing and writing compelling responses, while also contributing to the completion of other projects and requests.
In this position, you will be expected to be able to work directly and effectively with the subject matter experts, sales teams, relationship management teams, legal teams and other State Street divisions to write and maintain (keep updated) original and technical product-specific content and, importantly, to be able to effectively customize that content for specific sales situations as needed. Projects will be both new business development and client servicing-related and include both standard and customized RFPs, and client Due Diligence Questionnaires.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for
As an Assistant Vice President you will:
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• Project manage detailed client proposals, due diligence questionnaires and consultant questionnaires related to capital markets products, including amongst others; foreign exchange, securities lending, transition management, and currency management.
• Manage the response process from kick-off to dispatch of final response documents, ensuring milestones and deadlines are met
• Maintain consistent product messaging and updated product language in responses.
• Leverage writing expertise to work with sales leads, relationship managers and subject matter experts to ensure accurate, consistent and compelling content. Ensure that the competitive advantages of the company and our products come across strongly in RFPs.
• Customize RFP responses to reflect a nuanced and targeted response to the specific sales opportunity.
• Assist the Content Management Team in the on-going enhancement and maintenance of the RFP database of responses (Qvidian), as needed.
• Ensure adherence to the formal RFP production, back-up and review process within the given client deadline.
• Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc.
• Oversee production of final proposals (formatting, technical editing and reproduction).
• Field ad-hoc questions from associates, advisors, and RFP generalists daily as needed.
• Provide cover for the team manager when required.

What we value
These skills will help you succeed in this role:
• Excellent interpersonal and communication skills
• Organisational/project management skills
• Strong written English skills
• Requires initiative and motivation to own and drive forward tasks
• Ability to liaise with senior management
• Ability to effectively organise a workload and work under pressure
• A positive, collegial attitude and a high level of professionalism

Education & Preferred Qualifications
• Bachelor's degree or work experience with a focus in finance or humanities preferred.
• Industry experience preferred. Direct experience creating technical, strategy-focused RFP responses is a significant plus.
• Knowledge of the financial services markets and products.

Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.