Team Lead, NA RFP Manager at Northern Trust

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Knowledge of business unit products and services, and marketing concepts usually acquired through related work experience
Tech savvy with an AI-friendly approach
Leadership and organizational skills to prioritize assignments and provide feedback to staff
Risk awareness and attention to detail
5-7 years of experience in sales or RFP, including financial services experience
2-3 years of management experience desirable

Responsibilities

Assigns tasks to RFP specialists, organizes work, sets short-term priorities, monitors activity, and ensures timely and accurate completion
Manages input into the performance management process and staffing decisions
Provides training to RFP partners
Oversees completion and/or coordinates RFP responses
Assists in qualifying RFPs based on the firm's product/service capabilities, account minimums, and legal guidelines
Oversees the development of RFPs, providing input or completing more technical or complex aspects
Completes larger, more complex RFPs requiring additional research, analysis, creativity, and judgment
Ensures RFP database materials are kept updated and coordinates customization for client presentations
Interacts ongoing with partners across Asset Servicing to obtain information on products/services for sales efforts or RFP research
Works on projects with the broader global RFP teams

Skills

Key technologies and capabilities for this role

RFP ManagementProposal DevelopmentTeam LeadershipPerformance ManagementStaff TrainingAsset ServicingSales SupportRFP DatabaseProject CoordinationResearch Analysis

Questions & Answers

Common questions about this position

What is the salary range for the Team Lead, NA RFP Manager position?

The salary range is $95,600 - 162,400 USD, which is a good faith estimate of base pay.

What is the work model for this role?

The work model is hybrid.

What experience and skills are required for this position?

Candidates need 5-7 years of experience in sales or RFP, including financial services experience, with 2-3 years of management experience desirable. Key skills include knowledge of business unit products and services, tech savvy with an AI friendly approach, leadership and organizational skills, risk awareness, and attention to detail.

What benefits does Northern Trust offer?

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. They also offer a discretionary bonus program that may include an equity component.

What makes a strong candidate for this Team Lead role?

Strong candidates will have 5-7 years of sales or RFP experience in financial services, 2-3 years in management, tech savvy with an AI-friendly approach, leadership skills, and strong attention to detail for managing RFP teams and complex proposals.