Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Associate, Proposal Management - I&TS Global Client Coverage (London)



What is the opportunity?

In this role, you will be responsible for delivering high quality written proposal submissions which reinforce and increase the success rate of the business development activities of RBC Investor & Treasury Services (RBC I&TS). You will work as part of RBC I&TS\xe2\x80\x99 Proposal Management team, providing solid technical writing expertise which accurately and positively positions RBC I&TS\xe2\x80\x99 capabilities versus its competitors, through proposals, RFPs and presentations for:

New business opportunities with prospects;

Cross-sell opportunities with existing clients;

Client retention requirements, including due diligence requests where required;

Consultant education requirements.

In addition, you will be working directly with the global Proposal Management team, broader Client Coverage team, Marketing team, Product and Client Experience teams, Client Operations and Technology teams within RBC I&TS, and across other RBC divisions as appropriate, to develop accurate, well-positioned narratives with consistent tone of voice and clear visual brand alignment across all client-facing content.

What will you do?

Participate in sales / product campaigns, and maintain \xe2\x80\x98go-to-market\xe2\x80\x99 pitch deck and database changes.

Review and analyse client proposals to determine key project requirements.

Generate initial draft using content database and other sources. Solicit and coordinate timely input from relevant subject matter experts where appropriate.

Interface with Client Coverage to ensure responses meet client / prospect / consultant requirements, reflecting RBC I&TS\xe2\x80\x99 strategic direction and providing consistency with respect to competitive positioning, tone of voice and visual brand standards.

Incorporate all information into presentable, professional, well written and highly competitive proposals which address client needs while highlighting RBC I&TS\xe2\x80\x99 organizational strengths.

Ensure all new responses are of the highest quality and are updated to the central database following curation and approval.

Coordinate with subject matter experts and Content Manager to update central database as new responses are curated and enhanced

Participate in sales/product campaigns, and maintain \xe2\x80\x98go-to-market\xe2\x80\x99 pitch decks and database changes

Prepare presentation material and participate alongside Client Coverage and Client Management in onsite due diligences and client sales meetings

Ensure the global Proposal Management team is aware, and has access to, frequently used supporting materials e.g. product fact sheets, stock appendices.

Monitor and research general industry, regulatory, macroeconomic and fintech trends in order to clearly position RBC I&TS as the intelligent asset servicing provider of choice.

Track, analyse and assess the effectiveness of the proposal and business development activities being undertaken by RBC I&TS\xe2\x80\x99 competitors to support continual enhancement of our outputs.

Provide coaching and mentoring support to Proposal Management and Due Diligence Analysts , GRPs and SIPs where applicable, instilling a high performance culture focused on delivering output of exceptional quality

What do you need to succeed?

Must-have

BA or BSc in business, or other relevant degree.

Sound knowledge of the financial services and securities industry.

Extensive experience in curating and delivering compelling and articulate written proposal submissions.

Demonstrated at conducting appropriate market and industry research and synthesizing findings to support and enhance written arguments.

Highly proficient in MS Word, Excel, PowerPoint and Outlook.

Nice-to-have

MBA, CFA or post-graduate in business or finance.

Proven curiosity regarding fintech and evolving investment industry trends.

Experience using Qvidian database.

Publishing experience.

Fluent in French language.

What\xe2\x80\x99s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

Leaders who support your development through coaching and managing opportunities

Opportunities to work with the best in the field

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible working options fully supported.

Job Summary

Address: London, United Kingdom of Great Britain and Northern Ireland

City: GBR-GREATER_LONDON-LONDON

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-07-18

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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