Senior Proposal Lead - Financial Services (Hybrid)

Manulife; Chicago (IL); Hybrid; USD 61,000 - 97,000; Full time

Job summary

Manulife is seeking an experienced Proposal Services professional to drive the completion of RFPs and related client inquiries within a financial services context. The role includes mentoring junior team members, back-up coverage for the Proposal Services Director, and collaboration with SMEs to shape strategic responses.

You will oversee the end-to-end proposal production process, ensure accuracy and deadlines, and contribute to process improvements while maintaining high standards across all

Qualifications

• 2–4 years of related working experience in the financial services industry
• 3–6 years as a proposal writer
• Demonstrates leadership
• Bachelor's degree required, preferably with liberal arts, business, or communications focus
• Effective communication skills, verbal and written, with ability to interact successfully with various management levels and internal clients
• Ability to work effectively with a diverse range of people who possess a variety of skills and experience
• Detail-oriented with excellent organization and project management skills
• Self-motivated with the ability to prioritize and execute tasks to meet strict deadlines
• Strong analytical skills and ability to spot inaccurate or inconsistent data
• An entrepreneurial spirit with ownership
• Well-organized and self-directed with minimal supervision
• Ability to work in fast-paced environment
• Ability to work under pressure; multi-task
• PC proficient, including Word, Excel and PowerPoint

Responsibilities

• Drive sales & revenue growth through the completion of RFPs
• Complete the larger and/or more complex proposals and consultant questionnaires that may require additional research, analysis, creativity, and judgment.
• Reviews work for junior team members
• Assist or lead process improvement projects/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 sales proposal document production process to assure the overall quality meets firm standards
• Collaborate with the distribution team and SMEs to determine strategic approach for proposals
• Research appropriate responses through supplied databases as well as any other identified sources
• Assist with ad hoc team projects
• Assist the distribution and legal counsel with reviewing legal content and contractual language
• Has knowledge and experience with managing requests for most product vehicles covered by the team.

Skills

Leadership

Proposal writing

Communication

Detail-oriented

Time management

Self-motivated

Organization

Teamwork

Education

Bachelor's degree

Liberal arts / business / communications preferred

Tools

Adobe

MS Office (Word, Excel, PowerPoint)

Job description

Manulife is seeking an experienced Proposal Services professional to drive the completion of RFPs and related client inquiries within a financial services context. The role includes mentoring junior team members, back-up coverage for the Proposal Services Director, and collaboration with SMEs to shape strategic responses.

You will oversee the end-to-end proposal production process, ensure accuracy and deadlines, and contribute to process improvements while maintaining high standards across all