Senior Proposals & RFP Strategist

Northern Trust; Manila; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

Northern Trust in Manila seeks a seasoned professional to oversee due diligence questionnaires, contribute to the RFP content database, and coordinate marketing materials and campaigns. You will work with regional teams to meet SLAs and drive process improvements while guiding junior colleagues.

The role leverages data analytics, strong Excel skills, and effective communication to deliver accurate responses and support strategic initiatives within a collaborative, inclusive workplace.

Qualifications

• Experience in financial services, marketing, project management, writing or related work is required.
• Senior/specialist level experience preferred (3-4 years).
• Project management or digital marketing experience is advantageous.

Responsibilities

• Oversees the development of DDQs, providing input or handling complex aspects.
• Identifies new/amended content for the RFP database and removes expired content.
• Provides answers from RFP database and SMEs to respond to client questionnaires.
• Collaborates with regional marketing on creating and editing promotional materials.
• Creates programs in marketing automation for newsletters and campaigns.
• Maintains marketing presentations and contact databases; ensures content is up to date.

Skills

Data analytics

Procedural knowledge

Client service orientation

Attention to detail

Teamwork

Organization & planning

Resilience & self-control

Problem solving

Lead by example

Process improvement

Timely, accurate work

MS Excel/Word/PowerPoint

Financial instruments knowledge

Oral and written communication

Accountability

Analytical skills

Creativity

Eye for design

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Northern Trust in Manila seeks a seasoned professional to oversee due diligence questionnaires, contribute to the RFP content database, and coordinate marketing materials and campaigns. You will work with regional teams to meet SLAs and drive process improvements while guiding junior colleagues.

The role leverages data analytics, strong Excel skills, and effective communication to deliver accurate responses and support strategic initiatives within a collaborative, inclusive workplace.