NA Proposal Management, Officer

State Street•Boston, MA

7d•$65,000 - $113,750

About The Position

State Street Investment Management is seeking an Officer to project manage complex, high-priority proposals—including RFPs, RFIs, DDQs, consultant questionnaires, and surveys—supporting Institutional, Intermediary, and Transition Management distribution channels. Based in Boston, the role is part of the global Proposal Management team and coordinates end-to-end proposal execution with Sales, Investment, Client Coverage, Product Specialists, and global content teams. The position ensures timely, high-quality submissions that accurately communicate the firm’s capabilities and client-focused value proposition. The role supports strategic business development and client retention. It reports to the North America Proposal Management Lead and aligns with global Proposal Management leadership. The Officer contributes to operational excellence, process improvements, automation, content governance, regulatory readiness, and global collaboration, while developing expertise in a specific asset class and serving as a subject matter resource to the team.

Requirements

2–4 years of experience in asset management, including experience writing RFPs, RFIs, or DDQs, or in consultant relations, product, or institutional sales support.
Understanding of global asset-owner and intermediary landscapes, investment products (index, active, and solutions), and institutional sales cycles.
Knowledge of investment and financial concepts across equities, fixed income, multi-asset, cash, currency, and alternatives.
Proficiency in Microsoft Word and Excel and proposal platforms.
Exceptional communication, project management, analytical thinking, and stakeholder-management skills.
Ability to work as an independent contributor, synthesize complex information, and meet tight deadlines with strong attention to detail.
Bachelor’s degree.

Nice To Haves

Finance specialization preferred.
Experience with Seismic, RFPio/Responsive, Qvidian, or similar proposal tools.

Responsibilities

Project manage complex RFPs, RFIs, DDQs, consultant questionnaires, and surveys across North America, EMEA, and APAC, ensuring timely delivery, clear accountability, and high quality.
Coordinate with Sales, Investments, Product Specialists, Client Coverage, Legal, Compliance, and Content teams to obtain accurate inputs, manage dependencies, and mitigate risks.
Develop customized, client-centric proposal responses and validate fund, performance, and organizational data for consistency, accuracy, and regulatory compliance.
Conduct quality reviews, track proposal metrics, optimize processes, and participate in automation initiatives.
Develop expertise in a specific asset class, mentor colleagues, improve content quality, and act as a subject matter resource within the global proposal function.
Strengthen collaboration with global Proposal teams, Global RFP Content Management, Consultant Database, Product, Investments, Risk, Compliance, and Marketing.
Contribute to global content transformation, automation, digital tooling, workflow improvement, and regulatory-readiness initiatives.
Ensure proposals meet standards for accuracy, consistency, and brand alignment.
Uphold applicable regulatory, operational, and risk frameworks across regions and jurisdictions.
Improve data sourcing, content governance, and validation processes with subject matter experts and central content owners.
Lead critical deal calls and influence cross-functional groups in a global matrix environment.

Benefits

Retirement savings plan (401K) with company match.
Basic life, medical, dental, vision, and long-term disability insurance, with optional additional coverage.
Paid time off, including vacation and sick leave, short-term disability, and leave for family care responsibilities.
Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, with exclusions for certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.