Client - leading US based financial giant

- Build knowledge and understanding of the Wealth business, service offerings and strategic priorities

- Develop competence and familiarity with the org. bid management methodology

- Ensure Project management of RFI/RFP submissions and other client/ prospect Pitch materials - developing and driving project timelines, coordinating with internal/ external stakeholders and facilitating meetings

- Review RFPs and other client material to gain complete understanding of client requirements

- Assemble a bid team with the relevant knowledge and skills to prepare a winning bid

- Manage virtual bid teams and inputs from a variety of stakeholders, ensuring they are fully briefed and understand the client bid requirements/ key deliverables and develop a win plan for each opportunity

- Liaise with key members of the project team to obtain the information required to compile the bid to develop unique, compelling client value propositions and proposal messaging as per inputs from sales and delivery teams against agreed timelines

- Assess and address the technical and commercial risks relating to the bids

- Work closely with the pursuit team to resolve open items during the proposal and pitch presentation development process

- Facilitate strategy discussion with the pursuit team to identify client-centered value propositions and supporting differentiators

- Gather and organize information and staff resources necessary to formulate winning executive summaries that speak to - why us-, and not the competition

- Ensure that the response reflects the agreed Win Strategy with clear messaging and play an active role in developing key aspects of the response, including the Executive Summary

- Perform final reviews of proposals and pitch presentation drafts along with the sales teams

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