Team Lead, NA RFP Manager at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

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

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