State Street Sales Proposal Specialist, Senior Associate in Quincy, Massachusetts

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

The Sales Proposal Specialist is responsible for managing Sector Solutions Americas Request for Proposals including but not limited to producing sales materials in support of requests from customers, prospects, consultants, and other organizations. RFPs are managed through a disciplined review process coordinated amongst an extensive network of State Street subject matter experts. The individual will work with Sales, Sales Support, Legal and Global Marketing to ensure we are positioning State Street competitively for additional revenue opportunities. This position provides an opportunity to join the SSA Sales Operations organization with career development potential towards migrating into Sales Support/Sales role.

  • Manage proposals in accordance with procedures, organizing and prioritizing tasks and deliverables to ensure that deadlines are met, working with the team to provide support as necessary for all projects

  • Work to resolve any issues and escalate to manager as needed

  • Participate in proactive relationship management programs with content owners, sales, legal and other cross organizational programs, as appropriate; actively participate in the content manager relationship management program

  • Understand the proposal management and library functions in the Lexicon application and participate in application testing and vendor discussions

  • Participate in continuous improvement/best practices and other special projects

  • During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

  • Perform other duties as assigned

We seek an independent self-starter with experience successfully leading and running projects. The ideal candidate will demonstrate an ability to think creatively, to meet deadlines and build relationships. He/she will have:

  • Bachelor’s degree or equivalent

  • 1-2 years of related business experience, preferable in financial services

  • Provide excellent service and build strategic client partnerships based on knowledge of their needs and by exceeding mutual expectations

  • Ability to acquire business knowledge quickly along with a demonstrated work ethic, integrity, and professional conduct.

  • Detail oriented, strong time management skills, ability to multitask, and works well in a deadline-driven environment

  • Team player, self-motivated and able to take on various initiatives with minimal management oversight

  • Solid technical skills; proven ability to learn new technologies and processes

  • Candidates with Spanish language skills are strongly preferred and also may be given higher consideration

  • Broad familiarity and experience using Microsoft Outlook, Word, Excel, Power Point; knowledge of RFP software a plus



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Job Title: Sales Proposal Specialist, Senior Associate

Job ID: 169602

Full/Part Time: Full FTE

Regular/Temporary: Regular

Location: US-MA-Quincy