Senior Manager, Client Proposal Strategy - Global Transaction Banking (Bilingual French/English)

Scotiabank • Montreal, QC

34d • Hybrid

About The Position

The Bilingual (French/English) Senior Manager- Client Proposal Strategy writes and creates the strategic client-facing materials which includes: RFx responses (e.g., RFP, RFI, RFQ), proactive sales-driven proposals, PowerPoint presentations, pitchbooks, and treasury consultative documents. The role oversees the end-to-end creation of client-facing material across the bank's North American footprint, with an emphasis on Québec, and across business units- including corporate, commercial, and small business banking- to ensure delivery of tailored, competitive, consistent, and high-quality proposals that comply with the regulations, internal policies, and procedures.

Requirements

• French and English fluency (oral and written) is required for this position. The candidate will be expected to articulate complex Banking concepts in naturally written and spoken French and English.
• Experience and understanding of Global Cash Management and able to provide strategic guidance on delivering corporate cash management solutions to corporate clients.
• Knowledge of transactional banking services for large international businesses or have a proven ability to rapidly develop expertise.
• You have 5+ years of related work experience in responding to RFPs, within a bank, financial institution, and/or related finance industry.
• You have an undergraduate degree in Finance, Business, Marketing, or a related discipline.
• You have excellent written communication skills, and express complex ideas and concepts clearly and concisely. You have an exceptional eye for detail, backed by a solid foundation of grammar and professional writing skills.
• You have great proficiency in Microsoft Office 365 (Word, PowerPoint, and Excel), and Adobe Acrobat. You have experience utilizing a centralized content library.
• You are self-motivated with high organizational and stakeholder/project management skills, being able to clearly communicate verbally in French and English, manage resources, track deliverables, prioritize tasks, and drive multiple projects and requests under tight deadlines.

Nice To Haves

• Graphic design skills, particularly as applicable to technical writing, are an asset.

Responsibilities

• Contribute to a cross functional global team responsible for RFP creation, submission, and follow through, ensuring consistency in standards and messaging.
• Write concise, persuasive content, translating complex information into digestible written material that will be consumed by a range of audiences.
• Draw on our database of content, and input from subject matter experts, to assemble client-facing documents based on requirements outlined by sales managers. You will assist with maintaining and elevating the content database as information is gathered from various projects.
• Manage accurate records on proposals, presentations, and collect debrief information to disseminate to the relevant internal stakeholder groups.
• Complete detailed and accurate treasury consultative documents and assist with identifying areas of potential new business opportunities or service improvements for consideration.
• Collaborate with the sales teams and partners to contribute to the financial success of the Global Transaction Banking Sales team globally.
• Drive a global client centric culture which is designed to deepen client relationships and leverage broader bank relationships and practices.
• Impact the effectiveness of processes and service delivery of RFP's, requests for information and other large complex proposals.
• Collaborate with business units, product teams and subject matter experts to craft tailored, compelling proposals across Scotiabank’s footprint.
• Maintain KPI's to measure the success and efficiency of the RFP unit, including win rates, number of submissions, turnaround times and client feedback.
• Drive innovation within the RFP process to improve efficiency, reduce costs, enhance client experience, and position Scotiabank to win targeted key proposals and desired client outcomes.
• Direct day-to-day activities in a manner consistent with the bank's risk culture and the relevant risk appetite statement and limits.
• Operates in accordance with Scotiabank’s values, its code of conduct and global sales principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational compliance, AML/ATF sanctions and conduct risk.
• Support with other duties as assigned by the Director & Head, Global Client Proposals & Content Strategy.

Benefits

• Access to online and in-person courses so you can brush up on skills or learn new ones.
• Career development opportunities.
• A competitive rewards package that includes a base salary, a performance bonus, company matching programs on pension and profit sharing, paid vacation, personal and sick days, medical, vision and dental benefits that start from day one, employee banking benefits and much more!
• holistic well-being
• flexible benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree