Proposal Manager
3 days ago
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 is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working independently the manager the global DDQ team activity and act as the first point of contact for the regional Relationship teams. They will ensure the appropriate assignment of all proposal activity, ensure the correct writer is assigned and the appropriate level of review offered. They will drive and implement any strategic initiatives as laid out by the global proposal team head, working across the team and the global group. They shall act as the first point of escalation for any matters arising from proposals in the team and shall ensure they are managed to resolution. They shall from time to time, work directly on significant proposals, and will also offer support to global proposal projects.
They mentor, coach and develop junior members of the group as well as offering steer and guidance to our offshore teams.
They will be given certain project assignments to drive forward as defined by their managers for the benefit of the wider team – with an expectation of leading from start to finish with minimal supervision.
Finally they will ensure that their teams work closely with our database group to create, maintain, improve and enhance our content, often receiving a number of categories of content to work with product to ensure they are developed, enhanced and maintained as truly value add content.
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 and when necessary.
- Oversee coaching and development of team
- Monitor and develop procedures in line with best practice and technology developments
- Drive and manage various project initiatives
- Implement strategic plan for global team
Response Preparation
- Overseeing the preparation of proposals from start to finish, despatch of final response documents, ensuring milestones and deadlines are met, and best practice standards are met
- Reviewing the work of other group members
- Overseeing multiple assignments of varying complexity simultaneously
- Looking for opportunities to improve existing processes and content
- Ability to run major proposal projects individually with no supervision
- Using the database and other resources to research and prepare responses
- Tailoring standard responses for individual clients
- Working with subject-matter-experts and relationship teams to source information
Proposal database
- Ensuring new and updated information is added to the database in conjunction with the database team
- Liaising with other business areas to maintain the factual content of the database
- Researching opportunities to create new database files for new products and services
- Identify opportunities to enhance existing content by improving written quality and using visualisation techniques
- Working with product teams to generate value add proposal messaging
Skills/Qualifications
The successful candidate would benefit from having:
- Ability to work individually and collaboratively with others on projects, taking ownership of tasks to see them to completion and seeking guidance when necessary.
- Exceptionally organized, strong attention to detail and ability to multi-task.
- Easily adaptable with ability to manage competing and changing priorities. Must be willing to take initiative to overcome obstacles and take on new tasks/responsibilities.
- Excellent communicator with solid writing and editing skills for development and presentation of marketing and communications materials.
- Ability to work effectively and professionally 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 and understanding of proposal management is beneficial, as is an understanding of financial services
EXPERIENCE
- An Associate Degree or Bachelor's Degree, 7 years plus of related industry experience is beneficial.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Our Manila Office
The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth. Learn more.
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