Proposal Manager

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Proposal Manager

We are looking for a Proposal Manager to join the global Proposal Management Team, reporting directly to the Head of Proposal Management in the UK. The successful candidate will be joining a global team that delivers professional and client-centric proposals and presentations for strategic or high-value opportunities.

The vision of the Proposal Management Team is to provide resources, tools, and quality responses, helping deliver high-quality proposals efficiently and faster, whilst being a Centre of Excellence for proposal management.

Key Responsibilities

• Collaborate with sales to ensure proposals/presentations are tailored to the client’s culture, values, language, strategy, and requirements.

• Managing the global deal team using project management disciplines to ensure quality responses for proposals are delivered in line with the global proposal process.

• Cross-functional collaboration with deal teams to manage the timely completion of deliverables within the agreed client deadline.

• Join client-facing scoping calls/discussions to help fully understand client requirements.

• Leveraging knowledge and insights gained from proposals and presentations to optimise the value creation generated by the global Proposal Management Team.

• Sharing feedback from the deal team with the Head of Proposal Management, helping generate ideas to further enhance business and/or sales processes.

• Responsible for ongoing enrichment of responses in the global proposal library and enhancing the professional output of proposals and presentations.

• Regular knowledge enhancement of products and services within the Apex Group and understanding of commercial trends. 

• Contributions to the ongoing improvement of the global Proposal Management Team, reinforcing the global center of excellence for proposal management.

Skills Required

• 1-3 years of financial services experience in a proposal management role or similar function within the industry.

• Knowledge of various fund structures i.e. open-ended and closed-ended funds.

• Ability to work under pressure and manage multiple workstreams.

• Strong attention to detail and ability to manage multiple tasks.

• Good interpersonal and written communication skills and writing skills would be beneficial.

• English speaker and additional languages would be beneficial.

• Planning and organization skills, including certification that would be beneficial i.e. PRINCE 2, and APMP.

• Proficient in MS Office Suite (MS Word, Excel, PowerPoint).

• Experience in using proposal software (Responsive, Qvidian) would be an advantage.

• Experienced in creating presentations to a high standard using MS PowerPoint would be beneficial.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.