Sales Enablement, Americas RFP Team, Officer (Finance)

Who we are looking for

State Street's Request for Proposal (RFP) team seeks a Proposal Manager to support business development and client service by completing RFPs, RFIs, and due diligence requests. The Proposal Manager will manage questionnaires, edit and write responses, and collaborate with deal leads and content owners to maintain and customize content whilst ensuring deadlines and risk standards are met. Projects include RFPs, Onboarding Questionnaires, and client Due Diligence Questionnaires.

Why this role is important to us

You will join the Enablement Team within Institutional Services, delivering a comprehensive approach to client relationships for asset managers, asset owners, insurance companies, and official institutions globally. Our client-facing functions collaborate to offer the best solutions and services across all locations, products, and capabilities. Join us if you are ready to make a lasting impact on client relationships.

What you will be responsible for

As an Officer, you will:

• Manage client proposals, due diligence, and consultant questionnaires related to asset servicing products.
• Customize RFPs to highlight the company's commitment to client service and innovation.
• Oversee the response process from kick-off to submission, ensuring milestones and deadlines are met.
• Maintain consistent product messaging and updated language in responses.
• Work with deal leads and content owners to create accurate, compelling content.
• Assist in enhancing and maintaining the RFP response database.
• Adhere to the formal RFP production, back-up, and review process.
• Handle follow-up work for RFPs moving to the next phase.
• Oversee the production of final proposals.
• Field ad-hoc questions from stakeholders.

What we value

These skills will help you succeed in this role:

• Detail-oriented with excellent project management and organizational skills.
• Strong verbal and written communication and interpersonal skills.
• Ability to work independently and as part of a team in a large global organization.
• Initiative and ability to work well under pressure and time constraints.
• Ability to interact effectively with deal leads, relationship managers, and subject matter experts.
• Knowledge of Microsoft Office, especially Word, and ability to quickly learn internal systems. Experience with RFP workflow (preferably Responsive / RFPIO) is a plus.
• Positive attitude and high level of professionalism.
• Membership in APMP, the leading global organization for proposal management professionals.

Education & Preferred Qualifications

• College education required.
• Industry experience preferred. Experience creating technical, strategy-focused RFP responses is a significant plus.
• Knowledge of financial services markets and products.

Additional requirements

• Excellent English writing, proofreading, and editing skills.
• Highly detail-oriented.
• Exceptional project and time management skills.
• Highly collaborative team player.
• Experience with RFP software (e.g., Responsive, Loopio, Qvidian).
• Excellent communication skills.
• Strong MS Office skills, especially MS Word.

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.

Salary Range:
$65,000 - $102,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

State Street's Speak Up Line Salary Minimum: 65000Salary Maximum: 102500