Sales Support and Proposal Manager, AVP - State Street Investment Management
Boston, Massachusetts, United States · On-site
$80k–$140k/yr
Senior$14B raised
As an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with respo…
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Product Manager lll - HYBRID 3 days in the office- Health Plan Product experience
Worcester, Massachusetts, United States · On-site
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Burlington, Massachusetts, United States · On-site
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Lead Digital and Technology Product Manager (Hybrid)
Boston, Massachusetts, United States · Hybrid
$128k–$218k/yr
Senior+
You will truly straddle the strategy and execution of the customer-facing digital/technology product. You will conduct analyses of market trends, customer empathy, and internal and external data to define a differentiate…
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$80k–$140k/yr
Full-time
bachelor degree
401k with company match, Life insurance, Medical insurance, Dental insurance, Vision insurance, Long-term disability
Posted 51d ago
Apply by Sep 30
~40 hrs/week
Responsibilities
Manage the end-to-end process of creating high-quality RFPs, RFIs, and DDQs for institutional clients. Coordinate with subject matter experts to customize responses and mentor junior members of the proposals team.
Requirements
Requires 5-10 years of experience in asset management or RFP writing with a strong understanding of financial concepts and asset classes. A degree in finance is preferred, along with proficiency in the Responsive RFP platform and MS Office.
Full job description
As an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients.
Why this role is important to us
The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
As a Proposal Manager, you will
Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management
Provide workflow support by scoping, coordinating, and allocating RFP and DDQ requests for assigned asset class(es).
Host kickoff calls with Sales and subject matter experts to discuss the scope and background of new RFPs, as well as question assignments, deadlines and the strategy for customizing responses.
Gain knowledge of assigned asset class/es to populate questionnaires with appropriate responses from the RFP database and utilize the internal data resources to obtain required data breakouts, fund and strategy performance.
Work with subject matter expert teams across the firm to create / review / editbespoke responses for non-standard questions and to customize standard responses aligned to client requirement.
Proofread RFP / RFI / DDQ drafts to make sure the overall narrative ties together and provides a compelling message.
Follow-up with subject matter experts, as needed, for further customization.
Organize final documents for submission to the client/prospect and verify that all instructions in the questionnaire have been followed.
Serve as a resource / mentor for junior members of the Proposals Management Team.
Review documents created by peers and junior members to adhere high quality standards and client requirements
Respond to one-off requests from our partners within State Street Investment Management.
Expand the RFP database library by submitting new responses to the content management team.
Build relationships with investment teams through monthly and quarterly meetings.
Participate / Collaborate in projects with Proposals Management colleagues for effective project management and improve the efficiency of the Proposals management process.
Exposure to Responsive RFP project Management tool would be added advantage.
These skills will help you succeed in this role
Strong communication skills
Deadline driven time management skills
Proficient knowledge of the Responsive RFP platform
Comfortable with a high stress multi tasking environment>
Education & Preferred Qualifications
5-10 years’ experience in asset management and/or RFP writing
Capability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, including the skill to prioritize and allocate projects and workflow to ensure timely and accurate delivery
Understanding of the asset management business, basic financial concepts, and regulations as well as knowledge of various asset classes (e.g., equity and fixed income), different investment products, and market segments
Strong project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills
Being collaborative by nature with the capability to help others achieve more, working with local and global teams, including the flexibility to work within global deadlines
Having knowledge of State Street Investment Management products is preferred
Excellent editing and proofreading skills with acute attention to detail
Strong quantitative skills and ability to understand and communicate investment data
An ability to form and cultivate positive relationships with internal partners across all levels of the organization
An ability to take ownership, initiative and successfully navigate within a demanding and international environment of a leading global financial institution
An ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
Proficient in Microsoft Office suite of applications, specifically MS Word and Excel
Graduate or above, preferably a graduate with specialization in finance
A positive attitude that motivates and inspires others
Salary Range:
$80,000 - $140,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
How much do Finance & Accounting jobs in Massachusetts pay?
Based on 3829 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $75k–$197k per year. Individual offers vary with seniority, company size, and specialization.
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