Proposal Manager

Posted 2 Days Ago
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London, Greater London, England
Senior level
Financial Services
The Role
As a Proposal Manager, you'll lead the creation and delivery of compelling proposals that align with client needs and strategic objectives. This role involves collaborating with experts to tailor solutions, managing project timelines and budgets, and engaging with clients to understand their requirements and present proposals. Effective communication and relationship building are essential in this position.
Summary Generated by Built In

Company Description

ABOUT IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. 

We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities.

Job Description

This strategic role plays a pivotal part in our success by leading the development and delivery of winning proposals that secure new business and strengthen existing client relationships. You'll be the architect of compelling narratives, the translator of complex solutions, and the champion of IQ-EQ's value proposition in every proposal you create. 

As a Proposal Manager at IQ-EQ, you will play a key role in securing new business and strengthening existing client relationships by crafting compelling proposals that showcase the value of IQ-EQ’s products and services. You will be a strategic thinker, a skilled communicator, and a master of understanding client needs and translating them into winning proposals. 

Role & Responsibilities 

  • Proposal development and management: 
    • Lead the proposal creation process from RFP receipt to final submission, ensuring alignment with client needs and strategic objectives. 
    • Collaborate with subject matter experts across the organisation to gather in-depth insights and tailor solutions to client challenges. 
    • Craft persuasive and engaging narratives that showcase IQ-EQ's unique capabilities and differentiate us from the competition. 
    • Manage proposal timelines, budgets, and resources effectively to deliver high-quality documents on time and within budget. 
    • Contribute to the maintenance of the bid database by enhancing existing content and sourcing new content
  • Client engagement and relationship building: 
    • Partner with sales teams to understand client needs, build relationships, and actively participate in the sales cycle. 
    • Present proposals for clients with confidence and professionalism, answering questions and addressing concerns effectively 
    • Gather feedback from clients and internal stakeholders to refine proposal processes and continuously improve proposal success rates 
  • Communication and collaboration: 
    • Maintain clear and concise communication with internal and external stakeholders throughout the proposal development process. 
    • Collaborate effectively with colleagues across different departments to ensure proposals are comprehensive and integrated. 
    • Foster a culture of teamwork and excellence within the proposal team. 
    • Contribute to the bid team’s reporting and KPIs 

Qualifications

Skills and Qualifications: 

  • Proven experience in developing and delivering winning proposals in a professional services environment. 
  • Strong writing and communication skills with the ability to tailor content to different audiences. 
  • Excellent project management and organisational skills. 
  • A deep understanding of the financial services industry and IQ-EQ's service offerings. 
  • A results-oriented approach with a passion for exceeding client expectations. 
  • Proficiency in proposal management software tools (e.g., RFPIO/Responsive, Proposify, Qvidian). 

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our client’s sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

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The Company
HQ: New York, NY
3,497 Employees
On-site Workplace
Year Founded: 1896

What We Do

We are IQ-EQ, a leading investor services group employing 4300+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs.

We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.

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