BNY · 1 hour ago
BNY Investments Vice President, Proposal Development - RFP & DDQ team
BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Proposal Development role involves managing the RFP and DDQ process, ensuring compliance and accuracy while leading a team to deliver high-quality proposals.
Financial Services
Responsibilities
Ensure day-to-day management and professional development of their direct report(s) and other members of the DDQ and Regular Reporting team, escalating any concerns to the Global Head of RFPs in a timely manner
Project manage/coordinate the entire process around the RFP and DDQ, i.e. making sure the input from different teams/people is received on time, factoring in time for all the quality reviews, and submitting the documents by the deadline – following the team’s procedures at every stage. Ensure clear communication throughout the process
Formulate first through and final draft responses to tenders/due diligence questionnaires/updates, etc., ensuring a match with the requirements of the prospect/client
Instigate extensive liaison with stakeholders, and different departments, to ensure all information used is accurate and up to date and that it meets the compliance requirements
Take ownership for managing and enhancing the operational processes required to submit an RFP, including the utilisation of AI tools where appropriate
Qualification
Required
Bachelor's degree or the equivalent combination of education and experience in asset management or related field is required, along with prior RFP writing experience
Broad knowledge of our industry, our various audiences and their requirements, and our regulatory backdrop
Excellent attention to detail and strong writing skills
Experience managing RFP/DDQ technology solutions
Strong proficiency with Loopio and/or RocketDocs platforms
Strong understanding of Generative AI applications and their potential in RFP processes
Highly organized and efficient approach; able to work effectively under pressure, and to prioritize and meet deadlines
Preferred
6-8 years of work experience preferred, preferably some of it in a managerial capacity
Previous team lead or manager, preferably for a team working from multiple geographic locations
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources
Generous paid leaves
Paid volunteer time
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
Funding
Current Stage
Late StageLeadership Team
Recent News
PR Newswire
2024-11-01
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