Sales Support and Proposal Manager, AVP - State Street Investment Management
$80k - $140kState Street Bank
As an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients.Why this role is important to usThe team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.Join us if making your mark in the asset management industry from day one is a challenge you are up for.As a Proposal Manager, you willCoordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment ManagementProvide workflow support by scoping, coordinating, and allocating RFP and DDQ requests for assigned asset class(es).Host kickoff calls with Sales and subject matter experts to discuss the scope and background of new RFPs, as well as question assignments, deadlines and the strategy for customizing responses.Gain knowledge of assigned asset class/es to populate questionnaires with appropriate responses from the RFP database and utilize the internal data resources to obtain required data breakouts, fund and strategy performance.Work with subject matter expert teams across the firm to create / review / editbespoke responses for non-standard questions and to customize standard responses aligned to client requirement.Proofread RFP / RFI / DDQ drafts to make sure the overall narrative ties together and provides a compelling message.Follow-up with subject matter experts, as needed, for further customization.Organize final documents for submission to the client/prospect and verify that all instructions in the questionnaire have been followed.Serve as a resource / mentor for junior members of the Proposals Management Team.Review documents created by peers and junior members to adhere high quality standards and client requirementsRespond to one-off requests from our partners within State Street Investment Management.Expand the RFP database library by submitting new responses to the content management team.Build relationships with investment teams through monthly and quarterly meetings.Participate / Collaborate in projects with Proposals Management colleagues for effective project management and improve the efficiency of the Proposals management process.Exposure to Responsive RFP project Management tool would be added advantage.These skills will help you succeed in this roleStrong communication skillsDeadline driven time management skillsProficient knowledge of the Responsive RFP platformComfortable with a high stress multi tasking environment> Education & Preferred Qualifications5-10 years’ experience in asset management and/or RFP writingCapability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, including the skill to prioritize and allocate projects and workflow to ensure timely and accurate deliveryUnderstanding of the asset management business, basic financial concepts, and regulations as well as knowledge of various asset classes (e.g., equity and fixed income), different investment products, and market segmentsStrong project management, analytical thinking, problem solving, research, time management, and verbal and written communication skillsBeing collaborative by nature with the capability to help others achieve more, working with local and global teams, including the flexibility to work within global deadlinesHaving knowledge of State Street Investment Management products is preferredExcellent editing and proofreading skills with acute attention to detailStrong quantitative skills and ability to understand and communicate investment dataAn ability to form and cultivate positive relationships with internal partners across all levels of the organizationAn ability to take ownership, initiative and successfully navigate within a demanding and international environment of a leading global financial institutionAn ability to thrive in a highly regulated environment that demands full compliance with policies and proceduresProficient in Microsoft Office suite of applications, specifically MS Word and ExcelGraduate or above, preferably a graduate with specialization in financeA positive attitude that motivates and inspires othersSalary Range: $80,000 - $140,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit .About State StreetAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.SummaryLocation: Quincy, Massachusetts; BOSTONType: Full time
$120k - $202.5k
...entrepreneurial Portfolio Manager to join our ETF investment team and help build the next... ...objectives and guidelines.Support trading activities across... ...to participate in State Street’s comprehensive benefits program... ...awards (excluding certain sales roles subject to sales incentive...SuggestedFull timeTemporary workFlexible hours- Who we are looking forState Street Investment Management is seeking an accomplished... ...of front-office technology supporting a ~$6T global asset manager... ...organization across India, the United States, and EMEA, translating... ...awards (excluding certain sales roles subject to sales...SuggestedFull timeTemporary workWork at officeFlexible hours
$225k - $337.5k
OverviewAs the Head of Marketing at State Street Investment Management you will lead a global marketing organization... ...integrated marketing programs that support AUM growth and deepening client and... ...-based awards (excluding certain sales roles subject to sales incentive...SuggestedFull timeTemporary workFlexible hours$109k - $184k
...currently seeking an Audit Director/Audit Manager to join our State and Local Government (SLG) practice... ...wages and view compensation as an investment in our people. Factors such as... ...hiring rights. Wellness at CLA To support our CLA family members, we focus on their...SuggestedLocal area$65k - $106k
...Audit Associate to join our State and Local Government (SLG) practice... ...services for clients. Support multiple client engagements of... ...year level. Collaborate with managers/principals to ensure effective... ...and view compensation as an investment in our people. Factors such as...SuggestedInternshipLocal area$60k - $101.25k
..., scheduling, and managing the daily workflow... ...Services group in State Street’s Global Delivery... ...deliver effective investment solutions. From core... ...timely to AVP ~ Ensure all accounting... ...and educational support will help you reach... ...excluding certain sales roles subject to...Full timeTemporary workWork experience placementFlexible hours- ...is a leading real estate investment and hospitality management company with over $15 billion... ...Boston at One Newbury Street, located in the premier shopping... ...with all federal, state, and local regulations and... ...property. Manage accounting support team in charge of processing...Work at officeLocal areaImmediate startWorldwideNight shift
- ...is a leading real estate investment and hospitality management company with over $15 billion... ...Boston at One Newbury Street, located in the premier shopping... ...with all federal, state, and local regulations and... ...property. • Manage accounting support team in charge of...Temporary workWork at officeLocal areaImmediate startWorldwideNight shift
- ...communities, and each other.Our 600 state and local government... ...compliance responsibilities, and risk management duties that impact our state... ..., etc.Provide advisory support related to budgeting, forecasting... ...and view compensation as an investment in our people. Factors such...Full timeLocal area
- CliftonLarsonAllen (CLA) is seeking a Senior to join our State and Local Government CAAS group in... ...contact for government clients, managing multiple engagements and coordinating... ...internal controls, and process improvements, supporting grant compliance and audits, and...Local area
- ...professional services firm seeking an Audit Associate to join our State and Local Government (SLG) practice in Southern New England.... ...about 600 professionals. The role involves performing audits, supporting engagements, and communicating results to supervisors, with potential...Local area
$7.5k
...career resource for real estate management professionals and employers.... ...according to federal/state guidelines Inspects office... ...state regulations Provides support for information required by owners... ...of the building 536 Granite Street Braintree, MA 02184 P:...Temporary workWork at officeLocal area- ...(CliftonLarsonAllen) is seeking an Audit Associate to join our State and Local Government (SLG) practice in Southern New England offices... ...will perform audits, assist with reviews and compilations, and support multiple client engagements with accuracy and timeliness. The...Local area
$15k
...Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm. IR+M... ...Payable) The Staff Accountant will support a broad range of accounting and... ...As of 6/30/26 unless otherwise stated. Personnel Data as of 8/24/26. @...Full timeTemporary workCasual workWork at officeRemote workWork visa3 days per week$105k - $120k
...$215 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact... ...Key responsibilities in support of the Credit & Global Special... ...quarterly tax projections, US and state tax withholding and estimated...Local area$105k - $120k
...Overview A leading global private investment firm with approximately $215 billion in assets under management is seeking a Tax Senior... ...quarterly tax projections, US and state tax withholding, and estimated... ...Team and external advisors. Support the investor relations team with...Local area- ...services, development, and construction management organization that serves commercial, industrial... ...in select markets throughout the United States. The firm employs a responsive, tailored... ...and address inquiries Liaise with investment deal teams to ensure cash flow...For contractorsWork at office3 days per week
$105k - $132k
...currently seeking a full-time Pursuit/Proposal Manager to support our Federal and Northeast Marketing team... ..., pursuit win strategies, craft sales messages, assemble pursuit teams, manage... ...compliance with all applicable federal, state, and local law.#LI-EB1Salary RangeThe...Full timeFor subcontractorLocal area$90k - $110k
...employee-owned organization that provides investment management services to institutional investors... ...of downtown Boston at One Beacon Street, Boston Trust Walden employs approximately... ...Opportunity Employer. We are committed to supporting equal employment opportunity and to...Full timeWork at officeRemote workFlexible hours3 days per week- CLA is seeking a Senior to join our State and Local Government CAAS group in our Massachusetts offices. You will serve as the primary accounting contact for state and local government clients, manage multiple engagements, and guide audits with proactive client communication...Local area
- State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group in Quincy, MA. You will manage client relationships, onboard new deals, train staff on deal mechanics... ...economics and 3+ years in an investment firm, with strong Excel...
$65k - $106k
...Supervise, train, and mentor staff. Keep Manager or Principal informed of engagement... ...competitive wages and view compensation as an investment in our people. Factors such as geography... ...with Disabilities Wellness at CLA To support our CLA family members, we focus on their...InternshipWork at officeNight shift- We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Tax Accountant to... ...individuals and some small businesses/partnerships across multiple states. Work directly with clients on financial data collection...Work at officeRemote workFlexible hours
$80k - $100k
...is a fully integrated principal investment firm focused exclusively on lightindustrial... ...real estate within the United States. Together with its affiliated property management company, the Sponsor is a... ...Shine Associates, LLC 45 School Street Suite 301 Boston, MA 02108...Work experience placement- ...accounting services in the United States. CBIZ CPAs is an independent... ...preferredAbility to manage deadlines, work on multiple assignments... ...and maintain strong client/investment company owner... ...meetings, presentations and proposal developmentManage and retain...
$170k - $252.5k
...accounting is a core service within Investment Services and Global Delivery... ...Global Delivery model. The Managing Director will be the senior... ...global operational teams supporting the relationship, drive... ...eligible to participate in State Street’s comprehensive benefits program...Temporary workFlexible hours$140k - $165k
Senior Manager, Clinical Operations - GI Cambridge, Massachusetts, United States, New York, New York, United States Iterative Health is a healthcare technology and services... ...sites throughout the trial lifecycle Lead and support sponsor, CRO, and partner meetings by providing...Temporary workWork at office2 days per week- ...will join our R&D Finance team and support the financial management of key R&D assets and projects. Working... ...visibility on project costs and investments. Contribute to Global R&D Finance initiatives... ...experience in the United States Exposure to global R&D projects and...Work at officeWorldwide
$200k
Who are we looking for State Street Associates (SSA) is... ...most sophisticated asset managers in the world. We are... ...products, developing investable strategies, and ad hoc... ...knowledge resources, decision support and advisory services... ...(excluding certain sales roles subject to sales...Temporary workFlexible hours$43.2k - $64.8k
...As a global leader in innovative wealth management, asset servicing, asset management and banking... ...team and build a strong foundation in investment operations and financial reporting. This... ...transactions, including purchases, sales, income, and corporate actions. Ensure...InternshipH1bWorldwideFlexible hours
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