Senior Vice President, Deal Management Manager jobs in United States
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BNY · 3 months ago

Senior Vice President, Deal Management Manager

BNY is a leading global financial services company influencing nearly 20% of the world’s investible assets. They are seeking a Senior Vice President, Deal Management Manager to lead the RFP team, define RFP strategies, and ensure compliance and quality in RFP responses while leveraging AI and data analytics to improve processes.

Financial Services

Responsibilities

Lead, mentor, and grow the RFP team, driving performance, accountability, and professional development
Define and execute the overall RFP strategy aligned with business growth objectives
Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses
Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback
Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services
Maintain a centralized knowledge base and content library for efficient and consistent RFP production
Own and manage RFPs for top opportunities, personally leading process and quality assurance for BAU RFPs as a player/coach
Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy
Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management
Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process
Act as a strategic advisor to business development and client coverage teams on proposal positioning
Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs
Represent the RFP team in senior leadership meetings and cross-functional committees
Establish KPIs and reporting to measure RFP success rates, turnaround times, and client feedback
Continuously improve processes, templates, and content management through technology and best practices
Ensure compliance with regulatory, legal, and brand standards

Qualification

RFP managementAI/ML applicationsWealth management productsStakeholder managementProject managementResilienceCommunication skillsLeadership abilitiesAttention to detailCollaboration

Required

8+ years of experience in RFP management within financial services, asset/wealth management, or banking
Proven track record of leading and scaling RFP teams
Strong understanding of wealth management products, investment solutions, and financial regulations
Expertise in AI/ML applications, automation tools, and knowledge management systems
Exceptional project management, writing, and communication skills
Strong stakeholder management and ability to influence senior executives
Strategic thinker with an innovation mindset
Attention to detail and deep technical acumen in AI and automation tools
Exceptional leadership, coaching abilities, and people development skills
Ability to translate complex financial concepts into client-centric messaging
Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines
Voracious learner

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Generous paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase