Proposal Manager

3 weeks ago


Manila, National Capital Region, Philippines Northern Trust Full time

Join to apply for the Proposal Manager role at Northern Trust

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust provides innovative financial services and guidance to the world's most successful individuals, families, and institutions, built on service, expertise, and integrity. The company serves the world's most sophisticated clients with leading technology and exceptional service.

Working independently, the Manager leads the global DDQ team activity and acts as the first point of contact for regional Relationship teams. They ensure appropriate assignment of all proposal activity, assign the correct writer, and provide the appropriate level of review. They drive strategic initiatives defined by the global proposal team head, work across the team and the global group, and escalate matters arising from proposals to resolution. They may work directly on significant proposals and provide support to global proposal projects. They mentor, coach and develop junior team members and offer guidance to offshore teams. They may be assigned projects to drive forward, leading from start to finish with minimal supervision. They ensure collaboration with the database group to create, maintain, improve and enhance content as value-add materials.

The Key Responsibilities Of The Role Include

Workload Management
  • Ensure all proposal work is logged and allocated in a timely manner.
  • Ensure fair allocation of tasks across writers.
  • Utilise support of global team as needed.
  • Oversee coaching and development of the team.
  • Monitor and develop procedures in line with best practice and technology developments.
  • Drive and manage various project initiatives.
  • Implement strategic plan for the global team.
Response Preparation
  • Oversee the preparation of proposals from start to finish, despatch final response documents, and meet milestones and deadlines with best-practice standards.
  • Review the work of other group members.
  • Oversee multiple assignments of varying complexity simultaneously.
  • Identify opportunities to improve existing processes and content.
  • Run major proposal projects individually with minimal supervision.
  • Utilize the database and other resources to research and prepare responses.
  • Tailor standard responses for individual clients.
  • Collaborate with subject-matter experts and relationship teams to source information.
Proposal Database
  • Ensure new and updated information is added to the database in conjunction with the database team.
  • Liaise with other business areas to maintain factual content of the database.
  • Research opportunities to create new database files for new products and services.
  • Identify opportunities to enhance existing content by improving written quality and using visualization techniques.
  • Work with product teams to generate value-add proposal messaging.
Skills / Qualifications

The successful candidate would benefit from having:

  • Ability to work individually and collaboratively on projects, taking ownership of tasks to completion and seeking guidance when necessary.
  • Exceptionally organized with strong attention to detail and the ability to multi-task.
  • Adaptable with the ability to manage changing priorities; willing to take initiative to overcome obstacles and take on new tasks/responsibilities.
  • Excellent written and editing skills for development and presentation of marketing and communications materials.
  • Ability to work effectively with internal clients, vendors, management and staff.
  • Strong analytical and problem-solving skills; technically savvy.
  • Strong Microsoft Office skills (Word, PowerPoint, Teams, SharePoint and Excel).
  • Experience in proposal management is beneficial, as is an understanding of financial services.
Experience
  • An Associate Degree or Bachelor's Degree; 7+ years of related industry experience is beneficial.

Working With Us: As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization that values financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and we are committed to assisting the communities we serve. Build your career with us and apply today. #MadeForGreater

Reasonable accommodation: Northern Trust is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email our HR Service Center at

About Our Manila Office: The Manila office celebrated a decade of excellence in 2024 and is a dynamic hub with diverse capabilities and a thriving workforce of over 1,200.


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