Proposal Manager/Writer [bilingual] (Commercial Banking)

BMO Bank of Montreal; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

BMO Bank of Montreal is seeking a Proposal Manager/Writer for its Treasury & Payment Solutions team. This role involves developing and coordinating sales proposals in response to RFPs and requires bilingual proficiency in French and English. The ideal candidate will have extensive RFP experience and strong analytical and communication skills, essential for influencing outcomes and building stakeholder relationships. This position offers a remote work model with periodic in-person meetings in Toronto, ensuring flexibility while fulfilling business objectives.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 5-7 years of relevant experience.
• Advanced understanding of the functional area and market.
• Deep knowledge and technical proficiency.

Responsibilities

• Develop competitive sales proposals in response to RFPs.
• Coordinate and manage proposal responses.
• Build effective relationships with stakeholders.

Skills

Analytical

Problem Solving

Verbal Communication

Written Communication

Collaboration

Data-driven Decision-making

Influence Skills

Education

Post-secondary degree or equivalent

Tools

RFP Automation Software

Job description

The Treasury & Payment Solutions (TPS) Proposal Manager/Writer will work closely with various partners across the enterprise, including Sales, Product Management, and Legal/Insurance, to develop competitive sales proposals and related materials in response to the Request for Proposal (RFP) process. The candidate must be bilingual in French and English. The ideal candidate will also have comprehensive knowledge of B2B and Provincial & Local government RFP processes and an understanding of treasury management products and services.

APMP Certification and experience working in RFP automation software (e.g., Responsive, Loopio, Seismic, etc.) are strongly desired.

Coordinates and/or completes responses to Requests for Proposals (RFPs) for the designated product portfolio to secure new business and retain existing relationships across North America for BMO Financial Group. Responsibilities include:

1. Influencing and negotiating to achieve business objectives.
2. Recommending and implementing solutions based on analysis of issues and implications for the business.
3. Assisting in the development of strategic plans for each proposal.
4. Identifying emerging issues and trends to inform decision-making within the process.
5. Helping determine business priorities and the best sequence for execution of business/group strategy.
6. Building effective relationships with internal/external stakeholders and ensuring alignment.
7. Overseeing the quality and accuracy of content in the RFP repository.
8. Managing databases to ensure data alignment and integration per data governance standards.
9. Breaking down strategic problems, analyzing data, and providing insights and recommendations.
10. Leading or participating in the design, implementation, and management of core business/group processes.
11. Using systems (e.g., customized reports, tracking reports) to manage information.
12. Integrating information from multiple sources for efficient processes and reporting.
13. Identifying and clarifying proposal opportunities and needs.
14. Collaborating with subject matter experts to determine strategic approach and proposal content.
15. Gathering proposal information, coordinating submissions, and communicating risks.
16. Maintaining quality using standardized templates and following proposal writing standards.
17. Creating high-quality, customized RFP responses and proofreading content.
18. Meeting proposal deadlines through effective planning and stakeholder reviews.
19. Providing support services, including overseeing production and delivery of submissions.
20. Participating in post-submission debriefs and supporting continuous improvement.
21. Providing consulting, analytical, and technical support as needed.
22. Working independently on non-routine situations and broader responsibilities as assigned.

Qualifications:

1. Typically 5-7 years of relevant experience and a related post-secondary degree or equivalent.
2. Advanced understanding of the functional area and market.
3. Deep knowledge and technical proficiency through education and experience.
4. Excellent verbal and written communication skills.
5. Strong collaboration and team skills.
6. Analytical and problem-solving skills.
7. Influence skills.
8. Data-driven decision-making abilities.

Work Model:
This is a salaried, full-time position based in Toronto, ON, with a remote work model and occasional in-person meetings (1-2 days/month).

Salaries vary based on location, skills, experience, and qualifications. The total compensation may include incentives, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. More details are available at: https://jobs.bmo.com/global/en/Total-Rewards.

About Us:

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees. We foster a culture of innovation, collaboration, and impact, transforming lives and businesses worldwide.

As part of the BMO team, you are valued, respected, and heard. We support your growth and impact from day one with training, coaching, and networking opportunities. We are committed to an inclusive, equitable, and accessible workplace, with accommodations available upon request.