RFP/Proposal Manager AVP, Investment Servicing

1 month ago


London, Greater London, United Kingdom State Street Full time

At State Street, we're committed to helping our clients manage risk, respond to challenges, and drive performance and profitability. We're seeking an experienced investment servicing RFP writer to join our team in Canary Wharf.

Position Overview

  • Our Investment Servicing RFP team is looking for a skilled RFP writer who is familiar with the RFP and sales process for back- and middle office products.
  • Candidates should have a minimum of 3 years' relevant experience in an investment servicing RFP role.

What's in it for you?

  • Be part of an established, successful, high-performing UK-based team and play an active role in supporting ambitious sales goals.
  • Lead RFP projects covering a wide range of innovative solutions in the investment services space for clients from across Europe and the Middle East.
  • Benefit from a strong career path, through close alignment with State Street's sales enablement and sales functions.
  • Membership of APMP, the leading global organisation for proposal management professionals.
  • Work with great people in a friendly and supportive environment.
  • A commitment to hybrid work (currently 2 days in office per week).

Primary Responsibilities

  • Project management of detailed client proposals covering State Street's Investment Servicing product suite from deal kick-off to dispatch of the final response.
  • Sourcing, reviewing, tailoring, proof-reading, editing and drafting accurate response content.
  • Working in close cooperation with the sales teams, product managers and subject matter experts (SMEs) to ensure proposal input is well-written, accurate, balanced, persuasive and timely.
  • Contributing new and updated content to the RFP database to support a culture of continuous improvement.
  • Using technology to support the end-to-end RFP process to enhance project management and response quality.
  • Contribute to innovative projects to keep the team at the forefront of RFP processes, best-practices and technology.

Job Requirements and Minimum Expectations

  • Excellent English language writing, proofreading and editing skills.
  • Highly detail-oriented.
  • Exceptional project and time management skills and with the ability to work to a high standard in a deadline-driven environment.
  • Highly collaborative team player.
  • Experience with RFP software (e.g. Qvidian, Responsive, Loopio).
  • Excellent communication skills.
  • Strong MS Office skills, especially MS Word.

About State Street

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.

At State Street, we're committed to creating 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.

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.



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