NA Proposal Management, Officer

Who we are looking for

State Street Investment Management is seeking a seasoned Officer to project manage and drive excellence across proposals, RFPs, RFIs, and DDQs, that support Institutional, Intermediary, and Transition Management distribution channels.

Why this role is important to us

In this role as a Senior Proposal Manager based in Boston, you will serve as a project manager for complex and high-priority proposals, including RFPs, RFIs, DDQs, and surveys, along the global Proposal Management team based in Boston. You will partner closely with Sales, Investment, Client Coverage, Product Specialists, and global content teams to coordinate end-to-end proposal execution, ensuring submissions are delivered on time, meet the highest quality standards, and effectively communicate the firm's capabilities and client-focused value proposition.

This role reports to the North America Proposal Management Lead and ultimately aligns with the Global Proposal Management leadership team to support strategic business development and client retention objectives.

What you will be responsible for

Key Responsibilities

Project Management & Strategic Enablement

• Own and project manage complex RFPs, RFIs, DDQs, and consultant questionnaires across NA, EMEA, and APAC, ensuring on-time delivery, clear accountability, and adherence to the highest quality standards.

• Lead stakeholder engagement and communication, coordinating effectively with Sales, Investments, Product Specialists, Client Coverage, Legal, Compliance, and Content teams to secure accurate inputs, manage dependencies, and proactively mitigate risks.

• Deliver high-quality, client-centric submissions by developing compelling customized responses, validating fund, performance, and organizational data, and ensuring consistency, accuracy, and regulatory compliance throughout the process.

• Drive operational excellence and continuous improvement through rigorous quality reviews, proposal metrics tracking, process optimization, and active participation in automation initiatives that enhance efficiency and scalability.

• Develop deep expertise in a specific asset class and leverage that knowledge to support team objectives, mentor colleagues, strengthen content quality, and serve as a trusted subject matter resource within the global proposal function.

Cross‑Functional Collaboration

• Strengthen connectivity with global Proposal teams (US, EMEA, India), Global RFP Content Management, Consultant Database, Product, Investments, Risk, Compliance, and Marketing.

• Contribute to global initiatives including content transformation, automation, digital tooling, workflow enhancements, and regulatory readiness.

Quality, Governance & Risk Management

• Ensure proposals meet the highest standards of accuracy, consistency, and brand alignment.

• Uphold compliance with all regulatory, operational, and risk frameworks applicable across all regions and jurisdictions.

• Drive continuous improvements in data sourcing, content governance, and validation processes in partnership with SMEs and central content owners.

What we value

These skills will help you succeed in this role

• Exceptional communication, project management, analytical thinking, and stakeholder‑management skills as an independent contributor.

• Demonstrated ability to lead critical deal calls, influence cross‑functional groups, and operate effectively in a global matrix.

• High attention to detail with the ability to synthesize complex information under tight deadlines.

Education & Preferred Qualifications

• 2–4 years of experience in asset management, including experience in writing RFP/RFI/DDQ, consultant relations, product, or institutional sales support.

• Deep understanding of global asset owner and intermediary landscapes, investment products (index, active, solutions), and institutional sales cycles.

• Strong grasp of investment and financial concepts across equities, fixed income, multi‑asset, cash, currency, and alternatives.

• Proficiency in MS Word, Excel, and proposal platforms; experience with Seismic, RFPio/Responsive, Qvidian, or similar tools is a plus.

• Bachelor’s degree required; finance specialization preferred.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.