Senior Proposal Manager – Financial Services (Hybrid)

Manulife

Southwestern Ontario

Hybrid

CAD 85,000 - 135,000

Full time

8 days ago

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Job summary

Manulife is seeking an accomplished proposal writer for our Waterloo, Ontario team. The role focuses on driving revenue through high-quality RFPs and complex proposals for asset management and financial services clients.

The incumbent will mentor junior staff, coordinate proposal production, and collaborate with SMEs to shape strategic responses. A strong background in finance, leadership, and communication is essential.

Qualifications

  • 2–4 years of related experience in the financial services industry.
  • 3–6 years as a proposal writer.
  • Demonstrates leadership.
  • Strong verbal and written communication with multiple management levels and internal clients.
  • Detail oriented with excellent organization and project management skills.
  • Self-motivated with the ability to prioritize and meet deadlines.
  • Strong analytical skills and ability to spot inaccurate or inconsistent data.
  • Entrepreneurial spirit with ownership.
  • Well-organized and self-directed with minimal supervision.
  • Ability to work in a fast-paced environment and multi-task.

Responsibilities

  • Drive sales and revenue growth through the completion of RFPs.
  • Complete larger and/or more complex proposals and questionnaires.
  • Review work for junior team members.
  • Assist or lead process improvement projects or initiatives.
  • Act as a back-up to the proposal services director.
  • Answer, edit and complete sales proposals, client reports and ad hoc questionnaires with accuracy and by deadline.
  • Coordinate all aspects of the proposal document production process to meet firm standards.
  • Collaborate with the distribution team and SMEs to determine strategic approach for proposals.
  • Research appropriate responses through supplied databases and other sources.
  • Assist with ad hoc team projects.
  • Assist distribution and legal counsel with reviewing content and contractual language.

Skills

Leadership
Proposal writing
Communication

Education

Bachelor's degree in liberal arts, business or communications

Tools

Adobe
Microsoft Office

Job description

Manulife is seeking an accomplished proposal writer for our Waterloo, Ontario team. The role focuses on driving revenue through high-quality RFPs and complex proposals for asset management and financial services clients.

The incumbent will mentor junior staff, coordinate proposal production, and collaborate with SMEs to shape strategic responses. A strong background in finance, leadership, and communication is essential.

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