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
...motivated and experienced sales professional to join our US... ...covering Registered Investment Advisors (RIAs) and Bank Trust... ...investment ideas, and sales support.Demonstrate strong... ...acumen and act as an expert on State Street Investment Management solutions, including ETFs,...SuggestedFull timeTemporary workWork at officeFlexible hours$80k - $140k
...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$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$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$170k - $267.5k
...defining and executing the strategy for State Street Investment Management’s U.S. Defined Contribution business... ...-based awards (excluding certain sales roles subject to sales incentive... ...development opportunities, flexible work-life support, paid volunteer days, and vibrant...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...Full timeTemporary workWork at officeFlexible hours
$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... ...rights. Wellness at CLA To support our CLA family members, we focus...Local areaFlexible 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...Temporary workWork at officeLocal areaImmediate startWorldwideNight shift
$116k - $187k
...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$52k - $94.12k
...Services business unit of the State Street Alternative Investment Services Group. We are a... ...and administrative support to premier real estate fund... ...reconciliations Preparing management, annual and incentive fee... ...awards (excluding certain sales roles subject to sales incentive...Temporary workFlexible hours$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- ...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
$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$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$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- ...software solutions for over 200,000 investment professionals worldwide,... ...expectations. Your ImpactThe Manager, IT Internal Audit is a key... ...deliverables.This role also supports business process audits by providing... ...this position in NYC and the State of Connecticut is $128k - $16...Full timeWork experience placementWork at officeWorldwideFlexible hours3 days per week
- ...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...
- ...accounting services in the United States. CBIZ CPAs is an independent... ...certificationAbility to manage all aspects of client engagementsAbility... ...and maintain strong client/investment company owner... ...audit, tax and advisory groups.Supported by local assurance resources...Local area
$163.2k - $220.8k
...Senior Proposal Manager Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide... ..., as well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm has approximately...Worldwide- ...Prestigious investment/ wealth management family office is looking to add a top tier Staff Accountant to the team !! Duties and Responsibilities The position includes, but is not limited to: • Manage the accounts payable lifecycle • Develop and maintain account...Work at office
- ...performance, and supporting our teammates’ physical... ..., account management, closing complex... ...participating as the product sales or industry... ...Advisors, Global Investment Advisors, Card... ...strategy, and proposal and presentation... ...st shift (United States of America) Hours...Work experience placementWork at officeWork from homeFlexible hoursShift workDay shift
- ...international private equity real estate investment firm specializing in... ...footprint spans the United States, United Kingdom, Western... ...billion in logistics real estate, managing a portfolio of more than 1,75... ...and documentation. Supporting automation or efficiency efforts...InternshipWork at office
- ...accounting services in the United States. CBIZ CPAs is an independent... ...certificationAbility to manage all aspects of client engagementsAbility... ...and maintain strong client/investment company owner... ...audit, tax and advisory groups.Supported by local assurance resources...Local area
$105k - $156k
...We are seeking a proactive Equity Investment Team Support professional to join the Public Markets Middle Office and provide high-touch operational partnership to Equity Portfolio Managers and Trading teams. This role serves as a day-to-day point of contact for front office...Full timeTemporary workWork at office- ...enterprise that builds, innovates, and invests. We provide value across the entire project... ...lifecycle through our core construction management services and complementary business... ...program should offer you and your family the support you need when it matters most. That's...Temporary workFor contractorsFor subcontractorWork at officeLocal areaImmediate startNight shift
- ...international private equity real estate investment firm specializing in... ...footprint spans the United States, United Kingdom, Western... ...billion in logistics real estate, managing a portfolio of more than 1,75... ...with applicable laws to support individuals with disabilities...InternshipWork at office
$15k
...Description Job Description Income Research + Management IR+M delivers strong performance... ...Payable) The Staff Accountant will support a broad range of accounting and finance... ...; working in a manner that emphasizes investment, respect, positivity, and motivation...Full timeTemporary workCasual workWork at officeRemote workWork visa3 days per week$203k - $398k
...or remotely in the United States.What You Will DoOwn and... ...and hire a lean program management team, establishing this as... ...Customer Success, Technical Support, Professional Services, Sales, and Product and... ...per account, and refine investment tiers based on actual data...Local areaRemote workWorldwideFlexible hours$81.13k - $164.57k
...nothing is more important than investing in our culture because it's... ...partnerships and for a variety of Asset Management clients Work as part of a... ...”) complies with all local/state regulations regarding... ...personal well-being benefits to support your mental health. Depending...Full timeLocal area$105k - $120k
...to ensuring that transportation investments can deliver the best possible results... ...financial data to assist in the management and safeguarding of company... ...regulatory filings established by State and Federal agencies, and providing supportive services that meet the needs of...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Support and Proposal Manager, AVP - State Street Investment Management. Be the first to apply!
- sales strategy manager Boston, MA
- media sales manager Boston, MA
- route sales manager Boston, MA
- sales manager medical device Boston, MA
- us sales manager Boston, MA
- entry level sales manager Boston, MA
- medical sales manager Boston, MA
- after sales manager Boston, MA
- sales manager remote Boston, MA
- manager enterprise sales Boston, MA




