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JPMorgan Proposal Senior Manager – Global Payments & Solutions Group 
Philippines, Quezon City 
978749566

Yesterday

As a Proposal Manager within the Global Proposal Team in the NAMR region, you will support Merchant Services, Treasury Services, Trade & Working Capital, and Commercial Card sales activity by generating customized, compelling and persuasive sales proposals in response to RFP/RFI or proactive requests from prospective and existing clients. You will be responsible for the lifecycle of each proposal document, from creation, through development to final version.

Job description:

  • Manage and control the RFP process end-to-end. Partner with sales managers, subject matter experts, senior management/stakeholders as well as other proposal team members where applicable, to collaborate in the writing and customization and delivery of our sales proposals.
  • Develop an understanding of the proposed solution to complete projects and customize responses.
  • Populate the initial and subsequent drafts using our global repository and ensure responsiveness to all the client's/prospect's stated requirements/questions.
  • Prepare, maintain, and manage the proposal project matrix outlining all deliverables and milestones, seek and coordinate timely input from relevant subject matter experts, and escalate any issues to the regional manager.
  • Conduct regular review meetings to ensure adherence to action items and target dates by all members of the deal team.
  • Ensure that proposals submitted are of a high quality, correctly reflect J.P. Morgan products and services, incorporating all information into a professional and competitive proposal adhering to Global Proposal team brand and style guide.
  • Coordinate with subject matter experts and the knowledge manager to update the global repository as responses are created, developed, and enhanced.
  • Participate and lead internal initiatives to promote best practices and process improvement.
  • Attend meetings and appropriate bank training as required to continue development and to enhance knowledge of cash management, trade, and merchant services products globally.

Required qualifications, capabilities, and skills:

  • Bachelors’ degree graduate - Accounting, Finance, Management, or Business
  • Minimum of 7 years of experience in the Financial Industry
  • Experience in product knowledge of Corporate & Investment Banking services
  • Experience in project management and organizational skills
  • Ability to work in a team environment
  • Strong verbal communication skills
  • High attention to detail and customization
  • Excellent English writing skills
  • Excellent desktop publishing skills, including a strong working knowledge of Word, Excel and other MS-Office applications.
  • Experience in Proposal writing an advantage