Senior Proposal Manager: Global RFPs & Strategy

State Street; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Job summary

State Street Investment Management seeks a seasoned Senior Proposal Manager in Boston to project manage complex RFPs, RFIs, and DDQs, coordinating inputs from Sales, Investments, and Product specialists. The role supports global proposal execution with high-quality submissions that reflect the firm’s capabilities and client value proposition.

The Senior Proposal Manager leads end-to-end proposal processes, ensuring on-time delivery, regulatory compliance, and scalable efficiency while building

Qualifications

• Experience in asset management RFP/RFI/DDQ writing and consultant relations.
• Deep understanding of global asset owner and intermediary landscapes, investment products, and institutional sales cycles.
• Strong grasp of investment concepts across equities, fixed income, multi-asset, cash, currency, and alternatives.
• Proficiency in MS Word, Excel, and proposal platforms; experience with Seismic, RFPio/Responsive, Qvidian, or similar tools is a plus.
• Bachelor’s degree required; finance specialization preferred.

Responsibilities

• Own and project manage complex RFPs, RFIs, DDQs, and consultant questionnaires across NA, EMEA, and APAC.
• Lead stakeholder engagement and communication with Sales, Investments, Product Specialists, Client Coverage, Legal, Compliance, and Content teams.
• Deliver high-quality, client-centric submissions by validating fund, performance, and organizational data.
• Drive operational excellence through quality reviews, metrics tracking, process optimization, and automation initiatives.
• Develop deep asset class expertise to support team objectives and mentor colleagues.

Skills

Stakeholder management

Project management

Analytical thinking

Effective communication

Education

Bachelor’s degree

Tools

Seismic

RFPio/Responsive

Qvidian

Job description

State Street Investment Management seeks a seasoned Senior Proposal Manager in Boston to project manage complex RFPs, RFIs, and DDQs, coordinating inputs from Sales, Investments, and Product specialists. The role supports global proposal execution with high-quality submissions that reflect the firm’s capabilities and client value proposition.

The Senior Proposal Manager leads end-to-end proposal processes, ensuring on-time delivery, regulatory compliance, and scalable efficiency while building