Team Lead, NA RFP Manager

Northern Trust • Chicago, IL

20d • Hybrid

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Job Summary Responsible for the assignment of work to the marketing support staff. Provides input into the performance management process. Oversees response for proposal (RFP) activities and resources. Provides training to marketing support staff. Work Model: Hybrid

Requirements

• Knowledge of business unit products and services, and marketing concepts usually acquired through related work experience to respond to proposals and develop the marketing materials.
• Tech savvy, AI friendly approach is needed.
• Leadership and organizational skills are required to prioritize assignments and provide feedback to staff.
• Risk awareness and attention to detail are key.
• Project management, attention to detail, technical writing and organizational skills are critical.
• 5-7 years of experience in sales or RFP, including financial services experience.

Nice To Haves

• 2-3 years management experience desirable.

Responsibilities

• Assigns tasks to the RFP specialists based on skillset and capacity.
• Organizes the work, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work.
• Shadow kick off calls and monitor internal timelines.
• Reviews RFPs for accuracy and sales preferences.
• Coach/mentor based on reviews/sales feedback.
• Provides training to the RFP partners.
• Help to guide career development discussions.
• Oversees completion and/or coordinates RFP responses.
• Assists in qualifying RFPs in light of the firm's product/service capabilities, account minimums and legal guidelines.
• Oversees the development of request for proposals, providing input or completing the more technical or complex aspects of the proposals.
• May be required to assist in completing larger more complex RFPs that may require additional research, analysis, creativity and judgment.
• Ensures that the RFP database materials are kept updated and coordinates any customization of the materials for client presentations through team effectively using the established content review processes.
• Interacts on an on-going basis with partners across Asset Servicing to obtain information on the products and services to support the sales efforts or to conduct research on requests for proposals.
• Works on projects with the broader global RFP teams.
• Manage weekly team meetings, developing bespoke agenda each week.
• Participate in bi-weekly RFP management meetings.
• Manages input into the performance management process and staffing decisions.
• Monitoring closely

Benefits

• Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Northern Trust also provides a discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees