Summary

This senior proposal management role leads responses to RFPs, RFIs, DDQs, and other submissions for clients and prospects in financial services. The role works across sales, product, relationship management, operations, and subject matter experts; the work arrangement is not specified.

Responsibilities

• Lead end-to-end RFP, RFI, and DDQ responses
• Analyze client requirements and write tailored proposals
• Review submissions for accuracy, consistency, and compliance
• Maintain proposal content libraries and knowledge resources
• Improve proposal processes and support AI tool adoption
• Guide team members and coordinate subject matter experts