Scotiabank

Manager, Proposal Writing, GTB - Toronto

Scotiabank • $85K — $100K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience in RFP responses in the banking or financial sector.
  • Undergraduate degree in Finance, Business, Marketing, or Communications.
  • Strong written communication skills with attention to detail and professional writing ability.
  • Proficiency in Microsoft Office 365 and Adobe Acrobat; graphic design skills are a plus.
  • Self-motivated with strong organizational, stakeholder, and project management skills.

Responsibilities

  • Contribute to a global team focusing on RFP creation and submission.
  • Write clear, persuasive content for diverse audiences.
  • Utilize a content database to produce client-facing documents.
  • Manage records of proposals and collect feedback for internal stakeholders.
  • Complete treasury consultative documents and identify new business opportunities.
  • Collaborate with sales teams to drive financial success globally.
  • Maintain KPIs to assess RFP unit success and improve processes.

Benefits

  • Dynamic, entrepreneurial team environment focused on cash management solutions.
  • Access to a substantial global network with multi-stakeholder collaboration.
  • Diverse, inclusive workplace that values creativity and celebrates success.
  • Opportunity for continuous learning with online and in-person courses.
  • Career development opportunities aimed at long-term success.
  • Comprehensive rewards package including medical, vision, and dental benefits.
Full Job Description
Requisition ID: 269138

About the Role

The Manager- Client Proposal Strategy writes and creates the strategic client-facing materials which includes: RFx responses (e.g., RFP, RFI, RFQ), proactive sales-driven proposals, PowerPoint presentations, pitchbooks, and treasury consultative documents. The role oversees the end-to-end creation of client-facing material across the bank's Americas footprint, with an emphasis on North America, and across business units- including corporate, commercial, and small business banking- to ensure delivery of tailored, competitive, consistent, and high-quality proposals that comply with the regulations, internal policies, and procedures.

What You'll Do
  • Contribute to a cross functional global team responsible for RFP creation, submission, and follow through, ensuring consistency in standards and messaging.
  • Write concise, persuasive content, translating complex information into digestible written material that will be consumed by a range of audiences.
  • Draw on our database of content, and input from subject matter experts, to assemble client-facing documents based on requirements outlined by sales managers. You will assist with maintaining and elevating the content database as information is gathered from various projects.
  • Manage accurate records on proposals, presentations, and collect debrief information to disseminate to the relevant internal stakeholder groups.
  • Complete detailed and accurate treasury consultative documents and assist with identifying areas of potential new business opportunities or service improvements for consideration.
  • Collaborate with the sales teams and partners to contribute to the financial success of the Global Transaction Banking Sales team globally.
  • Drive a global client centric culture which is designed to deepen client relationships and leverage broader bank relationships and practices.
  • Impact the effectiveness of processes and service delivery of RFP's, requests for information and other large complex proposals.
  • Collaborate with business units, product teams and subject matter experts to craft tailored, compelling proposals across Scotiabank's footprint.
  • Maintain KPI's to measure the success and efficiency of the RFP unit, including win rates, number of submissions, turnaround times and client feedback.
  • Drive innovation within the RFP process to improve efficiency, reduce costs, enhance client experience, and position Scotiabank to win targeted key proposals and desired client outcomes.
  • Direct day-to-day activities in a manner consistent with the bank's risk culture and the relevant risk appetite statement and limits.
  • Operates in accordance with Scotiabank's values, its code of conduct and global sales principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational compliance, AML/ATF sanctions and conduct risk.
  • Support with other duties as assigned by the Director & Head, Global Client Proposals & Content Strategy.


What You'll Bring
  • English fluency (oral and written) is required for this position. The candidate will be expected to articulate complex Banking concepts in naturally written and spoken English.
  • You have 5+ years of related work experience in responding to RFPs, within a bank, financial institution, and/or related industry.
  • You have an undergraduate degree in Finance, Business, Marketing, Communications or a related discipline.
  • You have excellent written communication skills, and express complex ideas and concepts clearly and concisely. You have an exceptional eye for detail, backed by a solid foundation of grammar and professional writing skills.
  • You have great proficiency in Microsoft Office 365 (Word, PowerPoint, and Excel), and Adobe Acrobat. You have experience utilizing a centralized content library. Graphic design skills, particularly as applicable to technical writing, are an asset.
  • You are self-motivated with high organizational and stakeholder/project management skills, being able to clearly communicate verbally in English, manage resources, track deliverables, prioritize tasks, and drive multiple projects and requests under tight deadlines.


What's in it for you?
  • You will work in the dynamic team in an entrepreneurial fast-paced environment, focused on delivering innovative cash management and payment solutions to our corporate customers.
  • You can leverage our substantial global network and partner with multiple stakeholders across the world.
  • We have a diverse, inclusive, and collaborative working environment that encourages creativity, curiosity, and celebrates success.
  • You will be working in a continually evolving discipline where regulations, guidelines, industry best practices and regulatory expectations are constantly changing and expanding; necessitating an ability to stay informed of emerging issues and remain flexible and adaptable.
  • We provide you with the tools and technology needed to elevate our content and deliver client-centric materials.
  • Access to online and in-person courses so you can brush up on skills or learn new ones.
  • Career development opportunities. We hire you for your talent and not just for the job. We want to see you succeed not just in your role but in your career as a whole.
  • A competitive rewards package that includes a base salary, a performance bonus, company matching programs on pension and profit sharing, paid vacation, personal and sick days, medical, vision and dental benefits that start from day one, employee banking benefits and much more!


Work Arrangement

Work in a hybrid, standard office-based environment (minimum 4 days in office); non-standard hours are a common occurrence.

Interested?

Location: Toronto

Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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