Writer - Proposals Management

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.

Role/ Department:

This role sits within the Global RFP/Proposals Management Team, part of the broader Global Sales Operations team. The team supports institutional sales efforts and client retention across EMEA, North America, and APAC by delivering high‑quality RFPs, RFIs, DDQs, and other client/prospect‑driven questionnaires.
 

The department operates as a centralized global function, partnering closely with Sales Managers, Product Management, Legal, Compliance, Risk, Operations, and Marketing. It plays a critical role in enabling revenue growth, supporting client acquisition and retention, and ensuring consistent, compliant, and high‑quality client communications across regions and products.

The role works as part of a collaborative, deadline‑driven team environment and is expected to balance global standards with local client requirements. The role contributes not only to individual deliverables but also to the continuous improvement of content, processes, and tools used across the global RFP function.

The Proposals Management Writer, supports the sales team in compiling responses to complex bid and proposal documents for prospective and existing clients. This role requires a solid understanding of the proposal process and the ability to work independently on most tasks, applying judgment within established frameworks, while still receiving guidance and support from senior team members as needed. In addition to core proposal management responsibilities, the Writer contributes to activities beyond day‑to‑day proposal delivery, such as content management, supporting team initiatives, and assisting with problem‑solving efforts.

The key responsibilities of the role include:

The successful candidate will benefit from having:
 

• Prepare responses to RFPs, RFIs, and due diligence questionnaires for a range of clients, including pension funds, sovereign wealth funds, corporates, insurance companies, and investment managers.
• Manage assigned aspects of the response process, including coordinating meetings, tracking milestones, and ensuring deadlines are met, with occasional oversight.
• Research and draft responses using the database and other approved resources, demonstrating initiative, attention to detail, and consistency.
• Tailor standard responses for individual clients, seeking input from senior colleagues for more complex customisation when required.
• Collaborate with subject‑matter experts, sales, and relationship teams to source information and develop accurate, client‑focused responses.
• Maintain and update the RFP database, ensuring accuracy, completeness, and alignment with internal standards.
• Liaise with other business areas to confirm and keep factual content current.
• Contribute to research for new database content supporting emerging products, services, or regulatory requirements.
• Support the implementation of AI and process‑enhancement initiatives to improve proposal quality and efficiency.
• Escalate complex issues or unfamiliar requirements to senior team members and incorporate feedback constructively.

Skills/Qualifications

• Exceptional written communication skills with strong attention to detail

• Ability to interpret technical, legal, and regulatory information and communicate it clearly to clients

• Strong organisational skills with disciplined workflow management

• Confidence in engaging senior stakeholders and subject matter experts

• Analytical mindset with the ability to identify trends, risks, and improvement opportunities

• High level of professionalism and accountability

• Strong collaboration and relationship‑building skills working with global stakeholders across different time zones

• Strong understanding of institutional investment products, asset servicing, or capital markets (preferred)

• Proven ability to manage multiple complex deliverables under tight deadlines

• AI/Copilot awareness and usage preferable

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.