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
$80k - $140k
About the RoleState Street Investment Management’s Data, Analytics and AI Services... ...and financial engineers to support the firm’s AI transformation... ...portfolio management, trading, sales, client relationship... ...eligible to participate in State Street’s comprehensive benefits...SuggestedFull timeTemporary workFlexible hours$110k - $207.5k
...a highly motivated and experienced sales professional to join our US Wealth team... ...advisor to clients while advancing State Street Investment Management's strategic objectives and expanding... ..., attend industry conferences, and support partner engagement activities.As an...SuggestedFull timeTemporary workFlexible hours$70k - $130k
...this marketing position with State Street Investment Management’s business might be for you.We are seeking an AVP, Marketing Manager to play a... ...with members of Marketing, Sales, Client Engagement, Strategy... ...understanding of distribution segments, support needs, and competitive...SuggestedFull timeTemporary workFlexible 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- 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
$90k - $157.5k
State Street Investment Management, one of the industry's largest institutional asset managers, is the investment... ...of asset classes and securities Support existing client relationships,... ...performance-based awards (excluding certain sales roles subject to sales incentive...Full timeTemporary workFlexible hours$110k - $188.75k
...) is tasked with managing global tax compliance... ...organization's investment products,... ...and technical tax support during new product... ...Relationship Management, Sales, and Product... ...skillsAbility to propose process changes,... ...to participate in State Street’s comprehensive benefits...Full timeTemporary workWork at officeFlexible 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 geography... ...your hiring rights.Wellness at CLATo support our CLA family members, we focus on...Full timeLocal area$98k - $168k
...Assurance Group tosupport our State and Local Government practice... ...role reports directly to the Managing Principal of National... ...and view compensation as an investment in our people. Factors such as... ...hiring rights.Wellness at CLATo support our CLA family members, we focus...Full timeLocal area- ...Treasury Management Sales Officer Rockland Trust is a full-service... ...banking, wealth management, and investment solutions, Rockland Trust... ...client presentations, proposals, and pricing recommendations... ...cross-functional initiatives supporting bank-wide growth and efficiency...Work at officeLocal area
- ...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...Work at officeLocal areaImmediate startWorldwideNight shift
$134.1k - $265.1k
...As a Kyriba Treasury Manager on the Controllership... ...solution delivery, advisory support, proposal participation, and... ..., Reval, Wall Street, or SunGardExperience... ...well as through our own investments, commitments, and actions... ...of applicable state and local laws, including...Contract workLocal areaVisa sponsorship- ...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
$80k - $140k
...to lead audit engagements focused on State Street Investment Management areas. In this role, under the... ...ongoing development of audit staff and support various departmental initiatives. This... ...performance-based awards (excluding certain sales roles subject to sales incentive...Temporary workWork at officeFlexible hours$80k - $110k
...Business specializing in management consulting for the... ...Le’Fant is seeking a Proposal Manager to own end-to-... ...represents a continued investment in strengthening our proposal... ...and coordinate the support personnel needed for... ...with all federal, state, and regional labor laws...Minimum wageFull timeContract workTemporary workPart timeWork experience placementFor subcontractorCasual workRemote workFlexible hours- ...Associates (“CA”) is a leading global investment firm. CA’s goal is to help... ...clients implement and manage custom investment portfolios... ...Accountant plays a key role in supporting the accuracy and integrity of... ...Actual placement within the stated salary range will be determined...InternshipLocal areaWorldwide
- ...ACCOUNTANT Firm Profile Rockhill Management, L.L.C. ("Rockhill"), an affiliate of... ...in select markets throughout the United States. Rockhill employs a responsive, tailored... ...and address inquiries Liaise with investment deal teams to ensure cash flow projections...For contractorsLocal area
- ...Our client is a leading real estate investment and hospitality management company widely recognized as an innovator... ...compliance with all federal, state, and local regulations and Hotel Standard... ...the property. Manage accounting support team in charge of processing AP...Work at officeLocal areaImmediate start
- ...Advance your career at State Street. We are excited to see... ...(Auditor) to join our Investment Services (IS) Audit... ...coaching of junior staff and support various departmental... ...on us to help them manage risk, respond to challenges... ...management along with proposed solutions.Develop and...Full timeWork at officeFlexible hours
- ...accounting services in the United States. CBIZ CPAs is an independent... ...preferredAbility to manage deadlines, work on multiple assignments... ...of audits for alternative investment fund clients including hedge... ...financial statements and supporting schedules for investment fund...
- ...right team.As a Treasury Management Officer in Commercial... ...aligned to key client sales opportunities and... ...today we are a leader in investment banking, consumer and... ...reimbursement, mental health support, financial coaching... ..., governments, states, municipalities, healthcare...
- ...accounting services in the United States. CBIZ CPAs is an independent... ...certificationAbility to manage all aspects of client engagementsDemonstrated... ...and maintain strong client/investment company owner... ...meetings, presentations and proposal developmentManage and retain...
- ...accounting services in the United States. CBIZ CPAs is an independent... ...certificationAbility to manage deadlines, work on multiple assignments... ...and maintain strong client/investment company owner... ...audit, tax and advisory groups.Supported by local assurance resources...Local area
$52k - $94.12k
...Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated... ...-day accounting and administrative support to premier real estate fund clients... ...bank reconciliations Preparing management, annual and incentive fee...Flexible hours$50 per hour
...relationships. We know that supporting your professional and... ...Tax Advisor, Wealth Management will be responsible... ...informed regarding new or proposed changes in tax laws... ...partnership, every investment we make is in the relationships... ...status under federal, state or local law....Full timeWork at officeLocal area3 days per week$75k
...Title/Position: B3 Grant Project Manager Location: Roxbury, MA... ...play, and comprehensive family support services. Our advocacy... ...initiatives defined in the B3 grant proposal. Track milestones,... ...with all applicable federal, state, local and company policy concerning...Full timeWork at officeLocal areaMonday to FridayAfternoon shift$170k - $252.5k
...a core service within Investment Services and Global Delivery... ...Delivery model. The Managing Director will be the... ...operational teams supporting the relationship, drive... ...eligible to participate in State Street’s comprehensive... ...awards (excluding certain sales roles subject to sales...Full timeTemporary workFlexible hours$134.5k - $265.1k
...business partners, manage risk, and unlock new... ...operational efficiency and support business performance... ...growth through proposal development, sales pursuits, and the... ...as through our own investments, commitments, and actions... ...of applicable state and local laws, including...Work at officeLocal areaVisa sponsorship- ...education, assistance, and emotional support to isolated older adults.... ...nursing homes. The Grants Manager will oversee all aspects of... ...creating project budgets for proposals. - Other duties as needed.... ...recognized by federal, state or local law with respect to...Permanent employmentPart timeWork at officeLocal area1 day per week
- DescriptionProvide independent and accurate full-cycle grants management support to the Division Chief of Movement Disorders and the Director... ...DUTIES AND RESPONSIBILITIES:1. Support the grant proposal and reporting process throughout all stages of the research...Contract workWork experience placementWork at officeImmediate startRemote workFlexible hoursShift work
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