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BNY Investments Vice President, Proposal Development - RFP & DDQ team

BNY Investments Vice President, Proposal Development - RFP & DDQ team

Pennsylvania StaffingPittsburgh, PA, US
1 day ago
Job type
  • Full-time
Job description

Vice President, Proposal Development

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion

  • in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds : specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We're seeking a future team member for the role of Vice President, Proposal Development to join our RFP and DDQ team. This role is located in Pittsburgh.

In this role, you'll make an impact in the following ways :

  • Ensure day-to-day management and professional development of their direct report(s) and other members of the DDQ and Regular Reporting team, escalating any concerns to the Global Head of RFPs in a timely manner.
  • Project manage / coordinate the entire process around the RFP and DDQ, i.e. making sure the input from different teams / people is received on time, factoring in time for all the quality reviews, and submitting the documents by the deadline - following the team's procedures at every stage.
  • Ensure clear communication throughout the process.
  • Formulate first through and final draft responses to tenders / due diligence questionnaires / updates, etc., ensuring a match with the requirements of the prospect / client.
  • Instigate extensive liaison with stakeholders, and different departments, to ensure all information used is accurate and up to date and that it meets the compliance requirements.
  • Take ownership for managing and enhancing the operational processes required to submit an RFP, including the utilisation of AI tools where appropriate.
  • To be successful in this role, we're seeking the following :

  • Bachelor's degree or the equivalent combination of education and experience in asset management or related field is required, along with prior RFP writing experience.
  • 6-8 years of work experience preferred, preferably some of it in a managerial capacity.
  • Broad knowledge of our industry, our various audiences and their requirements, and our regulatory backdrop.
  • Excellent attention to detail and strong writing skills.
  • Experience managing RFP / DDQ technology solutions.
  • Strong proficiency with Loopio and / or RocketDocs platforms.
  • Strong understanding of Generative AI applications and their potential in RFP processes.
  • Highly organized and efficient approach; able to work effectively under pressure, and to prioritize and meet deadlines.
  • Previous team lead or manager, preferably for a team working from multiple geographic locations.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity / Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.

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    Vice President Development • Pittsburgh, PA, US

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