BNY · 17 hours ago
Vice President, Deal Management (Platform RFP Team)
Jersey City, NJ
Full-time
Onsite
Mid, Senior Level
$68K/yr - $155K/yr
5+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Vice President to join their Wealth Services Platform RFP team, where the individual will contribute to RFP design and strategy, oversee the RFP lifecycle, and collaborate with various teams to enhance the RFP process.
Financial Services
Responsibilities
Contribute to end to end RFP design and development
Execute 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
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
Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs
Continuously improve processes, templates, and content management through technology and best practices
Ensure compliance with regulatory, legal, and brand standards
Contributes to the end-to-end pursuit management process throughout the sales cycle
Owns and builds targeted propositions, best-in-class pricing options and ensuring collaborative communication within the sales process
Acts with sales pursuit teams by formulating pricing strategies and evaluating deal competitiveness, which includes analyzing historical data, constructing financial models, forecasting outcomes, and assessing potential risks
Contributes to the sales process schedule by assisting with timely communication with key stakeholders
Plans regular client interactions, including RFPs and new opportunities
Helps address compliance or regulatory issues throughout the deal lifecycle
Analyzes historical data, develops financial pricing models, and performs risk assessments
Qualification
Required
5 years of experience or more in deal management within financial services, asset/wealth management, or banking
Proven track record of supporting RFP teams
Strong understanding of wealth management products, investment solutions, and financial regulations
Expertise in AI/ML applications, automation tools, and knowledge management systems
Experience with project management fundamentals
Skilled in professional writing and communication
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
Strategic thinking and problem-solving abilities, with a focus on continuous improvement and innovation in Deal Management delivery
Benefits
Flexible global resources and tools for your life’s journey
Paid volunteer time
Generous paid leaves
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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