Manager, Proposal Writing, GTB

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Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Global Transaction Banking

Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us.

As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB’s comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk.

At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, and we are seeking top tier talent to complement our organization.

The Manager
- Client Proposal Strategy writes and creates the strategic client-facing materials which includes: RFx responses (e.g., RFP, RFI, RFQ), proactive sales-driven proposals, PowerPoint presentations, pitchbooks, and treasury consultative documents. The role oversees the end-to-end creation of client-facing material across the bank's Americas footprint, with an emphasis on North America, and across business units- including corporate, commercial, and small business banking- to ensure delivery of tailored, competitive, consistent, and high-quality proposals that comply with the regulations, internal policies, and procedures.

• 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…