Proposal Manager
Proposal Manager
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Job Description
Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.
We see it as our responsibility to invest for everyones tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.
Job Title: Proposal Manager
Department: Distribution
Location: London
Contract Type: Permanent
Purpose of the role
Take an innovative and proactive approach to the co-ordination and compilation of information required for due diligence questionnaires (DDQs) Request for Proposals (RFIs and RFPs) and other relevant documentation in support of Rathbones products and services
Produce high quality compelling output to a consistent exceptional standard in line with strict deadlines
Leverage data/technology/AI to ensure content is consistent compelling and produced to a high standard
Contribute expertise to the creation and delivery of content that relates to new products and services and strategic growth into new distribution channels including international jurisdictions
Outcomes for the role
Project manage the successful delivery of both regular and strategically significant proposal responses across Rathbones Asset Management and Rathbones Investment Managements Products and Services on behalf of UK and International clients
Utilising creative writing skills and technology developments (AI) critically interpret qualitative and quantitative data to produce high quality compelling written output that maximises the likelihood of success
Collaborate with your Proposal writer colleagues and a range of business Subject Matter Experts (SMEs) across a variety of departments (e.g Investments Operations Compliance) to ensure content is accurate of a high quality and consistent in terms of sources.
Ensure that you operate within the required governance framework with regards to content control that you proactively manage deadlines and expectations and that you seek clarification from stakeholders in order to understand client objectives
Demonstrate diligence and adherence to process by ensuring records are kept up to date in relation to workflow management content management and MI/data analysis
Prioritise workloads whilst demonstrating the ability to multi tasks and manage your own time demonstrating that quality is not compromised and expectations are always managed
Where required actively participate in projects and new initiatives involving Distribution activity across new channels geographies and new products and services
Take a keen and active interest in industry developments that impact your team and the wider business ensuring you share ideas and best practice
Skills and knowledge
Have experience working in a similar role in Asset Management or the Investment WealthManagement industry
Experience with content databases such as Dasseti Qvidian or similar
Have experience working with UK Distribution teams with International experience being advantageous
Investment Management Certificate as a minimum relevant Industry qualification
Skilled Proposal writer (minimum five years experience in an investment/wealth management
High degree of investment knowledge including strong understanding of the asset management industry products and services/financial marketing. ESG knowledge would be advantageous
Excellent interpersonal skills and the ability to develop productive relationships with internal customers and investment professionals to be able to tailor approach to individuals to achieve the best outcomes when interacting with stakeholders
Ability to take complex information from multiple sources to form coherent and engaging responses
The ability to analyse and interpret information critically
Demonstrate excellent attention to detail and a keen eye for accuracy and consistency
The ability to multi-task work under pressure within tight deadlines yet maintain a high level of professionalism and produce quality output
Able to adhere and ensure the adherence of the team to agreed processes procedures and best practice
Life at Rathbones
We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.
We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.
Required Experience:
Manager
Employment Type
Full Time
