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ISWM Sales Resource Writer III

Develop tailored sales proposals that effectively address client needs and regulatory standards
Radnor, Pennsylvania, United States
Senior
yesterday
Pennsylvania Staffing

Pennsylvania Staffing

Pennsylvania Staffing is not a known company associated with the domain pennsylvania.gov, which is typically used for official state government services.

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Job Title

Responds to request for proposals (RFPs), due diligence questionnaires (DDQs) and presentations. Develops other sales support materials to generate new business and retain clients across all business lines.

Primary Responsibilities:

  • Interact with sales teams, Relationship Managers, Investment Advisors, Product Managers, Performance team, subject matter experts and senior management to support creation and development of winning proposals and presentations to prospects and clients.
  • Work with Legal and Compliance to ensure developed materials are fully compliant with all related laws and regulations.
  • Maintain ownership of all assigned projects through sales cycle, including meeting all deadlines.
  • Ensure internal reporting is complete and accurate for deal flow.
  • May participate in projects related to strategic initiatives of the Firm.
  • Partner with Marketing to ensure consistent messaging and brand delivery, inclusive of the material developed.
  • May be assigned analytical projects.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:

The jobholder works independently under limited supervision and requires substantial interaction with internal and external contacts to obtain pertinent information. The position serves in partnership with fellow employees as well as other members of the Sales Resource Team.

Supervisory/Managerial Responsibilities:

No supervisory responsibilities.

Education and Experience Required:

Bachelor's degree and a minimum of 3 years relevant experience, or in lieu of a degree, a combined minimum of 7 years higher education and/or work experience, including a minimum of 3 years' relevant experience. Detail-oriented Experience multi-tasking and adherence to strict deadlines Superior verbal and written communication skills Proficiency with pertinent word processing, spreadsheet and presentation software Prior experience working independently and collaboratively Prior experience being highly flexible and adaptive to change Professional appearance Prior experience creating presentations and other sales proposal materials that pointedly respond to identified client needs Experience in proposal writing

Education and Experience Preferred:

Master's degree in Business Administration (MBA) Industry certifications Minimum of 9 years' proposal writing experience Proven project management skills Proven time management skills Superior writing skills Self-starter with ability to recognize and implement new initiatives when needed Prior experience working with senior management Background in financial services, banking or investment management Solid understanding of financial industry products and services

Location:

Radnor, Pennsylvania, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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ISWM Sales Resource Writer III
Radnor, Pennsylvania, United States
Sales
About Pennsylvania Staffing
Pennsylvania Staffing is not a known company associated with the domain pennsylvania.gov, which is typically used for official state government services.