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Scotia Wealth Management

Senior Manager, Client Proposal Strategy - Global Transaction Banking (Bilingual French/English)

Toronto, ONPosted 1 weeks ago

Job Description

  • Contribute to a cross functional global team responsible for RFP creation, submission, and follow through, ensuring consistency in standards and messaging.
  • Write concise, persuasive content, translating complex information into digestible written material that will be consumed by a range of audiences.
  • Draw on our database of content, and input from subject matter experts, to assemble client-facing documents based on requirements outlined by sales managers. You will assist with maintaining and elevating the content database as information is gathered from various projects.
  • Manage accurate records on proposals, presentations, and collect debrief information to disseminate to the relevant internal stakeholder groups.
  • Complete detailed and accurate treasury consultative documents and assist with identifying areas of potential new business opportunities or service improvements for consideration.
  • Collaborate with the sales teams and partners to contribute to the financial success of the Global Transaction Banking Sales team globally.
  • Drive a global client centric culture which is designed to deepen client relationships and leverage broader bank relationships and practices.
  • Impact the effectiveness of processes and service delivery of RFP's, requests for information and other large complex proposals.
  • Collaborate with business units, product teams and subject matter experts to craft tailored, compelling proposals across Scotiabank’s footprint.
  • Maintain KPI's to measure the success and efficiency of the RFP unit, including win rates, number of submissions, turnaround times and client feedback.
  • Drive innovation within the RFP process to improve efficiency, reduce costs, enhance client experience, and position Scotiabank to win targeted key proposals and desired client outcomes.
  • Direct day-to-day activities in a manner consistent with the bank's risk culture and the relevant risk appetite statement and limits.
  • Operates in accordance with Scotiabank’s values, its code of conduct and global sales principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational compliance, AML/ATF sanctions and conduct risk.
  • Support with other duties as assigned by the Director & Head, Global Client Proposals & Content Strategy.
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    Senior Manager, Client Proposal Strategy - Global Transaction Banking (Bilingual French/English) at Scotia Wealth Management | Renata