Proposal Team Manager

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Proposal Team Manager

Department: Distribution  

Location: London

Contract Type: Permanent

Purpose of the role

·        Ensure successful delivery of high quality regular/ad hoc requests for information, including management of data to third parties, database entries and award submissions

·        Day-to-day line management including performance reviews, objective setting, development plans and performance/competence management

·        Development and implementation of clear processes and a supportive governance framework

·        Leverage data/technology/AI to ensure team are operating efficiently and maximising group outcomes

·        Ensure tasks/ initiatives remain aligned to the objectives of the internal stakeholder teams

·        Take accountability for Proposal content control by ensuring responses are accurate, timely and relevant across all products and services

·        Contribute expertise to projects and committees as required, representing the Proposal team as the Subject Matter Expert

·        Actively support the Distribution strategy by shaping and evolving the team to meet changing priorities and demands

·        Work with senior managers and key stakeholders and agree how your team will deliver against strategic requirements associated with new  distribution activity (eg, new distribution channels, jurisdictions and changing regulatory landscapes etc)

Outcomes for the role

·        As player manager, manage and actively contribute towards all aspects of Proposal team deliverables (including but not limited to RFIs, DDQs and database maintenance and management), ensuring timely and accurate delivery of output

·        Lead and coach a team of writers, ensuring you conduct regular 121s, set objectives, support development and manage performance

·        Manage workflow, ensuring appropriate distribution of tasks and activities within the team. Monitor progress in line with agreed deadlines

·        Create and maintain a robust and consistent control framework across data collation, data entry and data cleansing activities. Ensure data sources are complied, and reviewed frequently for relevance

·        Ensure you and your team project manage the successful delivery of strategically significant proposal responses, in close collaboration with internal stakeholders. Deliver best in class output to maximise the likelihood of success

·        Use external intelligence, internal data (ie success/losses MI) and client feedback, working with stakeholders to shape and implement continuous improvements across the group

·        Ensure appropriate cross collaboration occurs with internal stakeholders, so that content  is derived from complied, ‘golden sources’

·        Work with senior stakeholders to understand how strategic initiatives involving distribution into new channels/geographies, as well as changing regulatory landscapes, impacts Proposal content. Implement a fit for purpose operating model that seeks to supports the growth plans

·        Identify and implement training and development initiatives to facilitate employee development, and aid production of high-quality collateral

·        Undertake regular audits of output for quality control purposes

·        Where required, be responsible for standard client presentation sides, ensuring consistency of data content across other client materials, and timely delivery of complied content

·        Drive innovation to ensure we are creating a best in market proposals function using technology, data and AI to drive decision making

Skills and knowledge

•      Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry

•      Have experience working with Sales Teams

•      Skilled Proposal writer (minimum five years’ experience in an investment/wealth management or private banking business)

•      Line management experience, demonstrating ability to lead and develop a  highly skilled team

•      Solid investment knowledge, including strong grasp of the asset management industry, products and services/financial marketing. ESG knowledge would be advantageous

•      Good interpersonal skills and the ability to develop productive relationships with internal customers and investment professionals — to be able to tailor approach to individuals to achieve the best outcomes when interacting with stakeholders

•      Ability to take complex information from multiple sources to form coherent and engaging responses

•      The ability to analyse and interpret information critically

•      Demonstrate excellent attention to detail, and a keen eye for accuracy and consistency

•      The ability to multi-task, work under pressure, within tight deadlines, yet maintain a high level of professionalism and produce quality output

•      Able to adhere, and ensure the adherence of the team, to agreed processes, procedures and best practice

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.