Sr Specialist, Proposals Writer

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

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties:

• Oversees the development of Due Diligence Questionnaires (DDQs), providing input or completing the more technical or complex aspects of the questionnaires.
• Identifies new and amended content for inclusion within the Request for Proposal (RFP) database, whilst also being mindful of the need to remove expired content.
• Provides answers from the RFP database and Subject Matter Experts to the RFP teams and Relationship Managers who responds to questionnaires from clients, client prospects, or consultants regarding the products or services.
• Works with the regional marketing specialists in developing and editing promotional materials to support business unit initiatives, including writing newsletters and updating marketing materials.
• Creates programs in marketing automation tool for monthly thought leadership newsletter or other campaigns to be approved and deployed by regional marketing teams.
• Maintain marketing presentation and contact database and ensures that content is up to date and maintained regularly.
• Allocate tasks for preparation to the junior members of the team and ensure that these are completed in a timely manner.
• Actively communicates with the home location to provide updates on the teams’ tasks and discuss any identified issues
• Meet all the SLAs set by the business for the process in terms of timeliness and accuracy proactively report any issues to the Team Leader or Manager.
• Lead Root Cause Analysis (RCA) to address issues identified by the team and prevent the recurrence of identified issues.
• Report volume of work, KPIs, RCA and initiatives of the team to stakeholders including managers and home locations on a monthly-basis.
• Maintain Detailed Procedural Analysis Documents (DPADs) as needed and ensure that any change in the process is updated in the DPAD in a timely manner.
• Provide support to management in the implementation of strategic initiatives and achievement of business goals.
• Deliver technical training and provide training feedback effectively.
• Deliver on opportunities to reduce cost and FTE savings to meet the yearly productivity targets.

Knowledge:

• Data analytics
• Procedural knowledge
• Client service orientation
• Quality focus and attention to detail
• Team work
• Organization and planning
• Resilience and self-control
• Problem solving
• Lead by example
• Process improvement implementation
• Producing timely and accurate work against deadlines
• Strong computer skills (MS Excel, MS Word, MS PowerPoint, etc.)
• Industry Knowledge (Knowledge of financial instruments, Investment Banking Industry)
• Excellent oral and written communication skills
• Accountability
• Strong analytical skill
• Creativity
• Eye for design

Experience:

• 5-7 years of experience in the field of financial services, marketing, project management, writing or related work experience
• 3-4 years of experience in a senior or specialist role
• Project management or digital marketing experience is an advantage

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at @ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 - driving meaningful impact and sustainable growth. Learn more.