Proposal Manager/Writer [bilingual] (Commercial Banking)

BMO Harris Bank; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

BMO Harris Bank is looking for a Proposal Manager/Writer to join their Treasury & Payment Solutions team in Toronto. The successful candidate will manage the proposal process, ensuring high-quality responses to RFPs and collaborating with internal stakeholders. This full-time role offers flexibility with a remote work model and provides opportunities for professional growth within a major financial institution.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Typically 5-7 years of relevant experience.
• Bilingual in French and English required.
• APMP Certification strongly desired.

Responsibilities

• Develops competitive sales proposals in response to RFPs.
• Coordinates responses to RFPs for the product portfolio.
• Assists in strategic planning for proposals.

Skills

Communication skills

Analytical skills

Problem-solving skills

Influencing skills

Collaboration skills

Data-driven decision making

Education

Post-secondary degree in a related field

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/English. The ideal candidate will also have comprehensive knowledge of a B2B and Provincial & Local government RFP process and possess an understanding of treasury management products and services.

APMP Certification and experience working in RFP automation software (e.g., Responsive, Loopio, Seismic, etc.) is 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 and are not limited to:

• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans for each proposal.
• Identifies emerging issues and trends to inform decision-making within the process.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective relationships with internal/external stakeholders and ensures alignment between them.
• Oversees the quality and accuracy of content housed in the RFP repository.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Leads/participates in the design, implementation and management of core business/group processes.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Determines proposal concept by identifying and clarifying opportunities and needs.
• Works in collaboration with subject matter experts (SMEs) to determine strategic approach including persuasive content and proposal details.
• Gathers proposal information by identifying sources of information; coordinates submissions and collections; identifies and communicates risks associated with proposals.
• Maintains quality results by using standardized templates; follows proposal writing standards including readability, consistency, and tone; maintains proposal support databases.
• Creates high-quality and customized responses to RFPs and proofreads content, ensuring accuracy and integrity of all proposal documentation.
• Meets proposal deadline by establishing priorities and schedules for information gathering, writing, review, and obtains approvals by reviewing proposal with key stakeholders.
• Provides direction and coordinates support services, as required/as appropriate (e.g. graphics and desktop publishing services, digital and print services, including hands-on oversight of the production and delivery of the Final Submission, other administrative support, etc.).
• Participates in debriefs after proposal submission and supports the external debrief program (as required).
• Improves proposal writing outcomes by evaluating and re-designing processes, approach, coordination, and boilerplate material.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5-7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of the functional area. Growing understanding of the market.
• Deep knowledge & technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical & problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Work Model:
This is a salaried, full-time position in the Toronto, ON area. This team has a remote work model with occasional in-person meeting days (approx. 1-2 days per month) required.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role. BMO Financial Group’s total compensation package for this position may include a performance-based incentive, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: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. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.