Sr Specialist, Proposals Writer

Northern Trust; Taguig; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Northern Trust is seeking a senior professional to manage a portfolio of Due Diligence Questionnaires and respond to RFPs for clients, prospects, and consultants. You will lead content updates, collaborate with regional marketing on materials, and deploy marketing automation campaigns to support thought leadership initiatives.

The role emphasizes process improvement, data analytics, and strong client service.

Qualifications

• 5-7 years of experience in financial services, marketing, project management or related work.
• 3-4 years of experience in a senior or specialist role.
• Project management or digital marketing experience is an advantage.
• Knowledge of data analytics, process improvement and client service orientation.

Responsibilities

• Oversees development of Due Diligence Questionnaires (DDQs) and complex questionnaire inputs.
• Identifies new and amended content for the RFP database and removes expired content.
• Provides answers from the RFP database and SMEs to client teams responding to questionnaires.
• Works with regional marketing to develop and edit promotional materials and newsletters.
• Creates programs in marketing automation for monthly thought leadership newsletters or campaigns.
• Maintains marketing presentations and contact database, ensuring content is up to date.

Skills

Data analytics

Process improvement

Project management

Client service

Quality focus

Communication

Education

Bachelor's degree

Tools

Marketing automation tools

Job description

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.

Role Summary

Manages team deliverables and ensures that SLAs and process protocols are adhered to. Ensures that processes are well documented and controls are put in place to mitigate risks. Identifies opportunities for process or operational efficiencies to boost productivity.

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
• Organization and planning
• Resilience and self-control
• Problem solving
• Lead by example
• Process improvement implementation
• Producing timely and accurate work against deadlines
• Industry Knowledge (Knowledge of financial instruments, Investment Banking Industry)
• Excellent oral and written communication skills
• Accountability
• Strong analytical skill
• Creativity

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 [e-mail], 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.