21 days old

RFP Writer, Officer

2001 SSB&T
Quincy, MA 02169
  • Job Code

State Streets 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. The RFP Writer 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, the Proposal Manager will be expected to be able to work directly and effectively with the firms Deal Leads and content owners 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, Onboarding Questionnaires, and client Due Diligence Questionnaires.


Specific responsibilities include but are not limited to:

  • Project management of detailed client proposals, due diligence questionnaires and consultant questionnaires related to asset servicing products , including amongst others; global custody, accounting, administration, risk, performance, compliance, client servicing, technology and reporting. Primary focus will be on customizing and ensuring that the RFPs which are deemed transformative , high strategic and value add are positioned to highlight the companys commitment to the clients services and needs.
  • Manage the response process from kick-off meeting 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 Deal leads and content owners/ SMEs 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.

We are open to allowing some workplace flexibility for the person working in this role.


The ideal candidate should have:

  • College education required.
  • 4-7 years of RFP and industry experience preferred. Direct experience creating technical, strategy-focused RFP content is a significant plus.
  • Knowledge of the financial services markets and products.
  • Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated strong verbal and written communication and interpersonal skills as well as the ability to work independently and as part of a team in a large global organization.
  • Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints.
  • Interest in and ability to interact directly and effectively with Deal Leads, relationship managers and subject matter experts.
  • Demonstrated knowledge in Microsoft Office, especially Word, and possess the ability to quickly learn internal systems and applications. Prior experience with RFP workflow (preferably Qvidian) is a plus.
  • Ability to prioritize workload to ensure deadlines are met .
  • A positive, collegial attitude and a high level of professionalism.

Posted: 2019-11-01 Expires: 2019-11-30
Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

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RFP Writer, Officer

2001 SSB&T
Quincy, MA 02169

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