RFP Specialist

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The RFP (Request for Proposal) team is responsible for compiling responses to complex bid and proposal documents for prospective and existing Northern Trust clients as part of new business generation and client retention processes. The RFP team works alongside the sales and relationship management teams to formulate compelling responses in order to win and retain business.

We are seeking to recruit a writer whose primary responsibility will be new business questionnaires from prospective clients. These prospects will include pension funds, sovereign wealth funds, corporates, insurance companies and investment managers across the wide spectrum of fund types supported by Northern Trust.
The services covered will include, but not be limited to, global custody; investment accounting; fund accounting; transfer agency; middle office outsourcing; risk and compliance; performance measurement; cash management; securities lending and transition management.

- Excellent written English skills are essential
- Successful team members are able to confidently manage projects within a deadline-driven environment, including multiple projects at once
- Professional, results-oriented communication skills will differentiate our top choice candidates
- Product knowledge of global custody, fund administration or other asset servicing products would be a benefit

PRINCIPAL RESPONSIBILITIES

Response Preparation

- Partnering closely with subject matter experts, sales and relationship teams to source information
- Managing the response process from kick-off meeting to dispatch of final response documents, ensuring milestones and deadlines are met
- Using our content database and other resources to research and prepare responses
- Thoughtfully using AI and other tools to maximize efficiency while preserving integrity of responses and building knowledge over time
- Tailoring standard responses for individual clients

Content Management

- Liaising with other business areas to maintain the factual content of the RFP database
- Researching opportunities to create content for new products and services
- Consistently improving existing content

SKILLS / EXPERIENCE

- An excellent standard of written English and the ability to edit and tailor text to ensure accuracy, consistency and readability
- The ability to work in a deadline-driven environment, to multi-task and to manage conflicting priorities
- Ability to closely read and understand dense, complicated documents
- Strong MS Word skills. Powerpoint and Excel skills are a plus
- A working knowledge of the broad asset servicing/global custody needs of corporate clients, investment managers and financial institutions

Experience and Qualification

- RFP experience is beneficial but not essential
- Financial services experience is beneficial but not essential
- Project management experience is beneficial but not essential

Salary Range:
$67,500 - 111,500 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] , or alternatively you can discuss your individual requirements with the recruiter you are working with.