Senior Proposal Specialist

This role partners with sales, underwriting, product, and legal teams to produce accurate, compliant, and competitive retail proposals, quotes, and supporting documentation that enable timely sales responses.

Responsibilities

• Develop and manage high-quality RFP responses, proposals, and client presentations to support the acquisition and retention of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Partner with Business Development Officers (BDOs) and cross-functional teams to create compelling proposal narratives and customized wealth management solutions.
• Collaborate with stakeholders across Wealth Advisory, Marketing, Wealth Services, Branch Network, and other business units to support business development initiatives.
• Translate complex financial and investment information into clear, client-focused communications and presentations.
• Manage proposal content, presentation formatting, portfolio analysis documentation, and quality control to ensure accuracy and consistency.
• Build knowledge of wealth management products, services, investor segments, and market opportunities to support client acquisition efforts.
• Drive efficient proposal processes while meeting deadlines and delivering an exceptional client experience.
• Leverage CRM and quoting/CPQ tools, data analysis, and workflow automation to improve turnaround time, accuracy, and visibility across the proposal lifecycle.
• Maintain proposal templates and content in document management systems, and ensure adherence to regulatory and company standards.

Requirements

• Bachelor's degree required.
• 2+ years of experience in marketing communications, product/program management, sales operations, or client experience preferred.
• Financial services, wealth management, banking, or investment advisory experience preferred.
• Strong written and verbal communication skills with the ability to synthesize complex information into compelling business cases and presentations.
• Proven experience working with cross-functional teams and building strong stakeholder relationships.
• Excellent project management, organizational, and multitasking skills with strong attention to detail.
• Proficiency in developing client-facing presentations and proposal materials.
• Demonstrated problem-solving skills, adaptability, and the ability to thrive in a fast-paced, dynamic environment.
• Client-focused mindset with a proactive, collaborative, and results-oriented approach.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This is an onsite role requiring close collaboration with a team.