Tenured team member with a proven track record within proposal services. Assists in the training/development of the team. May have formal supervisory responsibility. May act as a back-up when the Proposal Services Manager/Director is out of the office. Expert proposal writer for asset management firms. The incumbent is an expert in the proposal writing process for the financial services industry. This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.
Position 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 subject matter experts (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.
Required 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 in a complex work environment, including internal clients at remote sites
- 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 along with a keen sense of ownership
- A well-organized and self-directed individual who can work with minimal amount of supervision
- Capability to efficiently complete tasks in a fast-paced environment
- Ability to work well under pressure; able to multi-task
- Ability to work both independently and within a team as required
- PC proficient, particularly in Adobe and Microsoft Office applications, including Word, Excel and PowerPoint[Years of experience]
Decision Authorities:
- Not all work produced requires a supervisory review
- Encourage proactive behavior from all contributors to avoid unnecessary delays
- Assign work and direct junior team members in coordinating and executing questionnaires
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lご覧ください。
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 hr@manulife.comまでご連絡をお願いします。
Referenced Salary Location
Waterloo, Ontario
Working Arrangement
ハイブリッド勤務
Salary range is expected to be between
$85,300.00 CAD - $135,300.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
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Proposal Manager employer: manulife
Manulife is an exceptional employer that prioritizes employee growth and well-being, offering a flexible work environment where innovation thrives. As a leader in AI Model Risk Governance, you'll have the opportunity to shape industry standards while collaborating with diverse teams across the globe. With a commitment to inclusion and professional development, Manulife empowers you to build a meaningful career in a supportive atmosphere.