Senior RFP Specialist

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties:

1. Oversees the development of RFPs (RFPs), providing input or completing the more technical or complex aspects of the questionnaires.
2. Identifies new and amended content for inclusion within the Request for Proposal (RFP) database, whilst also being mindful of the need to remove expired content.
3. Provides answers from the RFP database and Subject Matter Experts to the RFP teams and Relationship Managers who responds to questionnaires from clients, client prospects, or consultants regarding the products or services.
4. Works with the regional marketing specialists in developing and editing promotional materials to support business unit initiatives, including writing newsletters and updating marketing materials.
5. Creates programs in marketing automation tool for monthly thought leadership newsletter or other campaigns to be approved and deployed by regional marketing teams.
6. Maintain marketing presentation and contact database and ensures that content is up to date and maintained regularly.
7. Allocate tasks for preparation to the junior members of the team and ensure that these are completed in a timely manner.
8. Actively communicates with the home location to provide updates on the teams’ tasks and discuss any identified issues
9. Meet all the SLAs set by the business for the process in terms of timeliness and accuracy proactively report any issues to the Team Leader or Manager.
10. Lead Root Cause Analysis (RCA) to address issues identified by the team and prevent the recurrence of identified issues.
11. Report volume of work, KPIs, RCA and initiatives of the team to stakeholders including managers and home locations on a monthly basis.
12. Maintain Detailed Procedural Analysis Documents (DPADs) as needed and ensure that any change in the process is updated in the DPAD in a timely manner.
13. Provide support to management in the implementation of strategic initiatives and achievement of business goals.
14. Deliver technical training and provide training feedback effectively.
15. Deliver on opportunities to reduce cost and FTE savings to meet the yearly productivity targets.

Knowledge:

• Data analytics
• Procedural knowledge
• Client service orientation
• Quality focus and attention to detail

Teamwork:

• Organization and planning
• Resilience and self-control
• Problem solving
• Lead by example
• Process improvement implementation
• Producing timely and accurate work against deadlines
• Strong computer skills (MS Excel, MS Word, MS PowerPoint, etc.)
• Industry Knowledge (Knowledge of financial instruments, Investment Banking Industry)
• Excellent oral and written communication skills
• Accountability
• Strong analytical skill
• Creativity
• Eye for design

Experience:

• 5-7 years of experience in the field of financial services, marketing, project management, writing or related work experience
• 3-4 years of experience in a senior or specialist role
• Project management or digital marketing experience is an advantage

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth. Learn more.