Proposal Specialist

Job Title: Specialist of Retail Proposal Service

Location: Austin TX

Duration: 3 months with possible extension
Work Type: HYBRID

Overview:
The Business Accommodation Team (BAT) is a part of the Specialized Relationships Group, designed to support and resolve the unique and complex needs of clients to win and retain assets while managing firm risk. The Sr. Specialist will report to the Director of BAT and will be responsible for supporting the company Wealth Advisory Business Development Officers with Requests for Proposals (RFP) to compete for high-net-worth business, providing world class service through a differentiated wealth management experience that drives scale and growth for the business. The RFP Service centralizes and streamlines the creation of proposals and sales presentations for HNW prospect/client asset consolidation opportunities.



Responsibilities include:
* Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, company's Wealth Advisory, Wealth Strategies Group)
* Build a strong understanding of company's investor segments, services, products and offerings including key opportunities in the marketplace.
* Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects.
* Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations
* Working collaboratively under the SWA BDO's direction, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process.



Prefered skills:
* A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
* The Sr. Specialist effectively manages and formats content slides, building clear, high-quality presentations that support business objectives and engage stakeholders.
* Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
* Knowledge of company products and services across organizations.
* Demonstrated experience building relationships and working with cross-functional teams.
* Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling storylines.
* Strong problem-solving skills.



Additional Qualifications:
* Bachelor's degree with 2+ years relevant experience
* 2+ years in marketing communications, product/program management, sales operations or client experience preferred.
* Financial Services industry experience is preferred.



Critical Success Factors:
1. Ability to learn quickly and thrive in a complex, dynamic environment.
2. Outstanding "soft" skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high adaptability.